About Halter Ferguson Financial Inc
Halter Ferguson Financial Inc. is a financial advisory firm based in Indianapolis, Indiana, serving clients throughout the Greater Indianapolis area and beyond. Founded in 1986, the company specializes in asset management and financial planning services tailored to individuals and families. Their experienced team takes the time to understand clients' personal situations, goals, and needs to create customized investment portfolios and financial plans. Clients appreciate the friendly and professional approach of the staff, who guide them through each step of the financial process. Reviews highlight the team's knowledge, attentiveness, and the enjoyable, family-like atmosphere during consultations. Halter Ferguson Financial is highly recommended for anyone seeking support with investments and financial planning.
We have been clients of Halter Ferguson Financial for just over two years and have been pleased with their proactive approach to managing our investments and financial planning strategy. We came to them as we were shifting from a long accumulation-focused approach to one that also needed to support ongoing distributions in retirement. We soon realized that this transition is more complicated than initially thought, especially for our case where we had grown a portfolio that included concentrated positions that have served us well but require careful handling for taxes, risk, and cash flow.
Halter Ferguson Financial impressed us with a strategy that balanced our need… read full review
I have been associated with this highly professional team for 10 months. Over a 42-year period, I have worked with several financial advisors. Absolutely none of them were the right fit. Some tried to force me to be highly conservative, some were non-responsive, and others wanted me to diversify out of my highly concentrated position. After having an inadept conversation with Brad, Matt and Ben about my financial objectives, I felt very comfortable. After 4 months and having frequent contact, along with interactions with Ann-Marie, Torri, Stephanie, Kelly, Isaac and Amanda, I started feeling extremely confident in the team’s abilities. After 6 months--I realized that… read full review
Our experience with Halter Ferguson Financial has been exceptional, and choosing to work with them has been one of the best financial decisions we have made. Bradford, Matt, Ben and the entire HFF team, have shown dedication to client service, professionalism, integrity, expertise, and genuine care.
What stands out most is that Halter Ferguson is not just focused on investments. Their first priority was understanding our values, goals, priorities, circumstances, and how we want to live our life. They took the time to walk us through the planning activities, and built a clear financial plan and portfolio designed around our needs. That personal approach makes the process… read full review
Monday 8AM - 5PM
Tuesday 8AM - 5PM
Wednesday 8AM - 5PM
Thursday 8AM - 5PM
Friday 8AM - 5PM
Saturday Closed
Sunday Closed
13080 Grand Boulevard Ste 130, Carmel, IN 46032
