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Christmas without Cash Marion IN

Welcome to the Holidays on the Net Local Pages. Here you can find local information about Christmas without Cash in Marion, IN. We have compiled a list of businesses and services around Marion, including Financial Planners that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Financial Planning in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Mrs. Cheryl Jean Stultz, CFP®
(765) 668-4802
1001 N Western Avenue
Marion, IN
Firm
Edward Jones
Areas of Specialization
Budget Development, Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning

Data Provided By:
Robert J. Taylor, CFP®
(765) 348-1590
320 Huggins Dr
Hartford City, IN
Firm
Raymond James
Areas of Specialization
Banking, Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care, Estate Planning, Investment Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000



Data Provided By:
Regions Bank - Marion Main Remote Drive Thru
(765) 668-5836
5th And Boots
Marion, IN
Type
Branch
Office Hours
M-S CLOSED
Su NA
Drive Up Hours
M-Th 9:00-4:30
F 8:30-6:00
S CLOSED
Su NA

Wells Fargo - Wabash
(260) 563-1116
841 N Cass St
Wabash, IN
Type
Branch
Office Hours
Mon-Fri 08:30 AM-06:00 PM
Sat 08:30 AM-02:00 PM
Sun Closed

Kathleen Hartman
Greenleaf Financial Group
(317) 576-1727
6525 E. 82nd St., Suite 212
Indianapolis, IN
Expertises
Ongoing Investment Management, Hourly Financial Planning Services, Retirement Planning & Distribution Rules, Middle Income Client Needs, Planning Issues for Unmarried & Same-Sex Couples, Socially Responsible Investments
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®

Mr. Timothy R. Bowman, CFP®
(765) 677-2106
4201 S Washington St
Marion, IN
Firm
University Relations - Indiana Wesleyan
Areas of Specialization
Estate Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Self-Employed Business Owners

Data Provided By:
Mr. David L. Mann, CFP®
(260) 563-6881
11 S Wabash St
Wabash, IN
Firm
Northwestern Mutual Financial
Areas of Specialization
Special Needs Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Self-Employed Business Owners

Data Provided By:
Regions Bank - Marion Main
(765) 668-8111
402 S Washington St
Marion, IN
Type
Branch
Office Hours
M-Th 9:00-4:00
F 9:00-5:30
S CLOSED
Su NA
Drive Up Hours
M-Th 9:00-4:30
F 9:00-5:30
S CLOSED
Su NA

Dennis Houlihan
Houlihan Asset Management LLC
(260) 422-2929
421 East Cook Road, Suite 300
Fort Wayne, IN
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Hourly Financial Planning Services, Cash Flow/Budgets/Credit Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MS

John Miley
Ronald Blue & Co., LLC
(317) 582-0700
9229 Delegates Row, Suite 450
Indianapolis, IN
Expertises
High Net Worth Client Needs, Estate & Generational Planning Issues, Ongoing Investment Management, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, CPA, PFS, MTX

Data Provided By: