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Please be advised that if you have received robo-calls or unsolicited calls from a company with a similar name as ours, these are not coming from our firm. We are a financial planning and investment advisory organization. We do not engage in robo-calling and we are not in the loan-making business.

Phone

812-275-8808

Fax

812-278-9091

 



Bedford Office

631 X Street Bedford, IN 47421

(Located in the Regal Professional Suite)



Bloomington Office

525 S. Walker Street Bloomington, IN 47403

(Located in the Huntington Professional Office Building)