BSH Financial Services LLC

Cerity Partners is a national, full-service Wealth Management firm. We fulfill the needs of Individuals & Families, Businesses, and Nonprofit Organizations though Financial Planning, Business Owner Advisory, Cross-Border Financial Planning, Investment Solutions, Estate & Gift Planning, Tax Planning & Preparation, Retirement Plan Advisory, Financial Wellness Coaching, Executive Financial Counseling, and more. Our team of highly qualified individuals offer one-on-one support and objective advice for every aspect of your financial life. Curious about learning more? Let's talk.

Raymond James Financial Services in Indianapolis, IN is a global financial firm that specializes in providing trusted advice and tailored sophisticated strategies for individuals and institutions. Their services include wealth management, investment solutions, financial and retirement planning, estate and charitable giving services, banking and lending services, insurance solutions, and more. With a focus on people and their financial well-being, Raymond James is committed to corporate responsibility and sustainability. The firm values its associates as the key to its continued success in delivering comprehensive financial services to clients. Generated from the website

The Just Company in Indianapolis, IN has been dedicated to its clients for over 30 years. Offering wealth management, investment management, and small business consulting, they strive to provide holistic financial planning to help clients achieve their goals. With a client-centric approach, The Just Company focuses on trust, integrity, and transparency in every relationship. As a privately-owned firm, they prioritize their clients' best interests, providing sophisticated financial strategies to navigate today's complex world. Client education is a key element of their services, with public events such as dinners and workshops designed to empower clients in understanding and implementing financial knowledge to strengthen their customized investment strategies. Generated from the website content