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Investment services in Fort Wayne, IN

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Edward Jones - Financial Advisor: Tod A Heisler

During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: Gwen Ruppert

During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: Justin R Moon

During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Retirement Plan Concepts & Services

We are dedicated to making offering a 401(k) plan to your Employees an easy process. The Benefits of Partnering with RPCSI are as follows: State of the art plan design support Determine proper plan type Maximize tax deductions Minimize costly mistakes of poor plan design Compliance and Technical Expertise Merger & Acquisition Activity Controlled Group Issues & Compliance Assistance with a DOL and/or IRS audits Legislative changes Dedicated Partners Industry Credentialed Consultants Specialized and Experienced Professionals Consistent/Long Term Team Highly Dedicated Industry Experts Checks and Balances Independent review of client census data Independent analysis of client vs.vendor data Independent services regardless of investment platform Enhance Client Service and Satisfaction Verify Accuracy Personalized Service Focus on core competencies Trust Cost Competitive Full disclosure of fees Gross to Net pricing using TPA Revenue as offset to billable costs Competitive fees for level of services provided Local Service Available for Sales Meetings Available for Client Meetings Invested in the Partnership Active in the Community Expand Your Business Sales assistance Help close opportunities Participate in Finals Presentations Provide illustrations Technical Resource Help with client retention

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Matthew Cummins is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Fort Wayne, IN make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.

Edward Jones - Financial Advisor: Sun K Park

During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

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