IN · Monticello

Fiduciary advisors in Monticello, IN

1 advisor with offices in Monticello. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Monticello

Pampel & Associates, Inc.

Monticello, Indiana

Pampel & Associates, Inc. is a Monticello, Indiana–based financial services firm led by President and CEO Eric J. Pampel, who joined the practice in 1998. The firm offers investment management encompassing stocks, bonds, Treasury securities, and various retirement account types (traditional and Roth IRAs, SEP IRAs, SIMPLE IRAs, 401(k) and 403(b) planning); financial planning services including retirement, tax, college, and estate planning; and insurance analysis covering life, disability income, long-term care, and health insurance. The team includes a Director of Accounting and Bookkeeping with 28 years of experience and an Account Specialist representing the third generation of the founding family.

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Financial advisors in Monticello, Indiana

Advisors serving Monticello specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Indiana's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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