George K Baum and Co.

The Windsor Group is a wealth management firm that focuses on clients with high-reaching goals. People trust us for three reasons: First, we don’t work on commission, so we can provide truly unbiased advice. Second, we have an amazing team.

Michael Goelz is a financial planner at Morgan Stanley, located in Indianapolis, IN. With a focus on personalized financial strategies, he helps clients navigate their investment options and achieve their financial goals. Known for his professional approach and commitment to client success, Michael provides expert guidance in wealth management and financial planning. Generated from this place's information

Stifel, Nicolaus & Company specializes in securities brokerage, investment banking, trading, investment advisory and financial services. The firm is a subsidiary of the Stifel Financial Corp., a brokerage and investment-banking firm. Based in Indianapolis, Ind., Stifel, Nicolaus & Company manages public offerings of equity/debt securities and raises debt/equity in the private markets. It caters to the individual investors, professional-money managers, businesses and municipalities. The company is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).