Financial Planning Services

Financial Planning Services

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SerdenID : PRO-20260305-32718

About Company

Financial Planning Services (To Build Wealth) is a Fort Wayne, Indiana–based financial planning firm that provides personalized retirement and wealth-planning advice, educational events, and ongoing portfolio and tax-aware guidance; the company focuses on face-to-face client relationships, creates customized strategies to help clients pursue long-term financial goals, emphasizes trust and client education through newsletters and events, and offers scheduling and resource tools to support ongoing plan monitoring and implementation.

Service Category

Financial Planner

Area Served

Fort Wayne

Contact Info

Address

6920 Pointe Inverness Way Suite 170, Fort Wayne, IN 46804

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