Financial Planning Financial Planners locations near Windfall, IN

Showing 1–10 of 10 results

We track 10 financial planning financial planners listings in and around Windfall, IN, spread over 6 ZIP codes. Listings here were last checked in Jul 2026.

Edward Jones - Financial Advisor: Jason A Hare

📍 425 E Jefferson St, Tipton, IN, 46072

📞 765-675-8896

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: Kurt D Hare

📍 112 N Main St, Tipton, IN, 46072

📞 765-675-9535

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.

Missing Piece Billing & Consulting Solutons Inc

📍 107 W Main St Ste 8, Greentown, IN, 46936

📞 765-628-7400

Business Solutions for the Independent Professional Missing Piece Billing & Consulting Solutions is more than just a billing company. We offer services that are individualized and designed to support all operational aspects of your growing business. Additionally, Missing piece will assist you with building and maintaining valuable relationships with clients, insurance companies, as well as other professionals. Our services include: •Audit Compliant Support •Insurance Network Contracts •Provisional Agreements •Appeals •Electronic Billing/Authorizations •Benefit Predeterminations •Patient Statements •Accounting Reports •AR Management •Scheduling Resources •Marketing •Staff Resource/Support Patient Forms •Staff Forms/Contract Templates •Patient Liaison/Resource •Medicaid and Medicare Billing We currently serve: Board Certified Behavior Analyst, Occupational Therapist, Speech Therapist, Physical Therapist, Licensed Clinical Psychologist, Licensed Clinical Social Worker, Chiropractor, Group practice

Keybank

📍 2405 W Jefferson St, Kokomo, IN, 46901

📞 765-868-3623

Cleveland-based KeyCorp is one of the nation’s largest bank-based financial services companies, with assets of approximately $93.8 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company’s businesses deliver their products and services through branches and offices; a network of 1,200+ ATMs; telephone banking centers 800-KEY2YOU®; and a website, Key.com®, and mobile app that provides account access and financial products 24 hours a day.

Edward Jones - Financial Advisor: Scott P Reed

📍 109 S Anderson St, Elwood, IN, 46036

📞 765-552-9775

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.

Updated Jul 2026

Boyer Funeral Home

📍 204 N Church St, Sharpsville, IN, 46068

📞 765-963-2500

🌐 boyerfuneral.com

Updated Jul 2026

Star Financial Bank

📍 874 E Jefferson St, Tipton, IN, 46072

📞 765-675-5400

🌐 starfinancial.com

Western Union

📍 899 E Jefferson St, Tipton, IN, 46072

📞 765-675-2355

🌐 facebook.com/westernunion

Raymond James

📍 410 Flint Way, Kokomo, IN, 46902

📞 765-455-1546

🌐 raymondjames.com

Creative Financial Designs Inc

📍 2704 S Goyer Rd, Kokomo, IN, 46902

📞 765-453-9600