Raymond James

Windell Financial Services, Inc. is a trusted financial partner in Santa Claus, IN, offering personalized financial services and guidance to help individuals and businesses pursue their financial goals. With years of experience, disciplined planning, and attentive insight, their team of professionals provides careful and measured guidance to help clients make informed decisions. They offer comprehensive planning, estate and charitable giving trust management, financial planning, and a wide range of investment strategies to meet the unique needs of their clients.

Windell Financial Services, Inc. understands that there is more to financial life than just investments, and they take a holistic approach to address all aspects of their clients' financial well-being. Whether it's helping individuals grow their wealth, assisting business owners with unique solutions, nurturing wealth for retirees, or understanding the challenges faced by women investors, their team is dedicated to providing personalized guidance and tailored solutions. With a focus on careful analysis, market insights, and individualized attention, Windell Financial Services, Inc. strives to make a positive difference in the pursuit of their clients' financial goals.

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