Fiduciary advisors in Kokomo, IN

Kokomo, Indiana

Caleb Clark is a CFP® and Retirement Income Certified Professional (RICP®) based in Kokomo, Indiana, offering financial planning and investment management services. He operates within the Creative Financial Centre, which houses affiliated firms providing insurance, real estate, accounting, and legal services. Creative Financial Designs, the registered investment adviser in the group founded in 1982, delivers fee-based investment management across multiple platforms and asset allocation portfolios tailored to individual goals and risk tolerance. Clark's practice emphasizes retirement income planning and transitioning accumulated savings into sustainable income sources.

Kokomo, Indiana

Financial Solutions & Investments, Financial Advisor, Mary Sommers Carden is an investment advisory firm in Kokomo, Indiana. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Kokomo, Indiana

Rob Hopkins is a CFP-credentialed financial advisor affiliated with Ameriprise Financial Services in Kokomo, Indiana. The practice, operated as a father-and-son team, offers financial planning services with particular expertise in retirement planning and investment management. Their stated approach emphasizes understanding each client's circumstances and goals to develop individualized financial plans, with a focus on clear communication and long-term advisory relationships.