Thanks for stopping by. We have been serving individuals, seniors and small businesses with their investment, insurance, and retirement needs for over 40 years. We provide exceptional high touch personal service to our clients and assist them in all of their financial needs. Our firm offers a wide range of insurance and investment products along with independent consultative advice. Securities are offered through American Equity Investment Corporation. Member FINRA & SIPC. 4222 Grant Line Road, New Albany, IN 47150.
Businesses, Individuals & Seniors
