TerraWealth - Midwest Headquarters

Crown Point, Indiana

4.9 (43 reviews)
Call (219) 915-0010 Visit website →

About

TerraWealth is an independent financial advisory firm based in Crown Point, Indiana, offering financial planning, investment management, and insurance analysis with a focus on insurance planning. Founded by advisors with over 150 years of combined industry experience, the firm provides hybrid financial planning across retirement, education funding, and risk protection using a broad range of products and services. The firm is structured as an advisor-owned entity and led by Founder & CEO Scott (a Registered Financial Gerontologist and Certified Fund Specialist) and Founder & President Joshua, both with extensive backgrounds in financial services and wealth planning.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No
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