Financial Advising in Carmel, IN

4 locations found near Carmel

“ReJoyce is a phenomenal financial consulting firm. Everyone we have dealt with is personable and helpful. It's a relief to know our retirement concerns are taken care of in one place. Awesome.”

4.5 Superb60 Reviews

“Greetings!Full disclosure, Patrick Wanzer is my incredible brother. I always knew he was talented in what he did and believed that anyone that had the privilege of working with Patrick, was in good hands.I never thought that I would need his help.I am posting to let the world know how incredible it is working with Edgewater and specifically Patrick Wanzer.I had a circumstance arise that involved my personal investments and the IRS. As soon as I discovered the problem, I immediately reached out to Patrick, thinking it might be a while to get "on his list" of those he can help.Patrick instantly reached out to me offering advice and assistance. That same evening he came to my house, with a drafted letter, that helped diffuse the situation.The next day, he joined me in personally delivering the letter to the appropriate party and was able to speak on my behalf...as this entire ordeal is way over my head.Patrick is professional, client-oriented and extremely well-versed in what he does. If you have even a thought of working with Edgewater and Patrick, look no further. You will be thoroughly thrilled with their prompt, courteous and client-tailored assistance.Thank you, Patrick. Thank you, Edgewater.”

3.7 Good24 Reviews

“Working with Gary and team have been a great experience. He always makes time for me and answers any and all questions. Exceptional integrity, honesty and transparency.”

4.2 Good9 Reviews