Edward Jones

Winters CPA Group, located in Greenfield, IN, specializes in offering a range of tailored financial services to meet the unique needs of their clients. With expertise in business and individual tax preparation, tax planning, and payroll services, they focus on relieving the stress of financial management for businesses across various industries. Dedicated to understanding the specific needs of sectors such as agriculture, vacation rentals, dentistry, and law, Winters CPA Group provides strategic insight that empowers clients to thrive financially. Their commitment to a seamless digital experience ensures that clients can focus on what they do best while leaving financial complexities to the experts. Generated from the website

Cornerstone Financial, located in Indianapolis, IN, specializes in custom wealth strategies designed to help families thrive. The firm offers a range of services including tax planning, retirement planning, investment management, and generosity strategies, all grounded in a commitment to align financial advice with clients' values. As a fiduciary financial advisor, Cornerstone Financial provides objective guidance and strives to empower clients through personalized financial planning. Their approach includes addressing major life events and offering resources to navigate complexities in finances with clarity and confidence. Generated from the website