Financial Planners in Fort Wayne

“We’ve been with them for almost 20 years. Great track record! Casey Weade is a financial genius!“

“We have been with Summit since 1993. Sorry to see Steve retire but his son has stepped into his shoes and filled them well.“

“it is an absolute pleasure and privilege for us to have Bob providing us with sound financial and estate planning management. Bob is an experienced financial/estate planner who is full of integrity and a man of his word. He makes a strong effort to get to know all of his clients/prospects through face-to-face meetings and by asking questions and listening. He also has a genuine interest in just getting to know people. I can't emphasis enough how much value the personal relationship adds to the overall experience in terms understanding and/or avoiding misunderstandings, more timely results, and accuracy. I would highly recommend working with Bob and I am confident that you will enjoy working with him.“

“Working with Tradewell has always been a pleasure. Wes has always been knowledgeable and punctual in his service, always sure to deliver maximum value.“

“had an amazing experience with this financial planning business. From the very beginning, they were professional, knowledgeable, and genuinely cared about helping me reach my financial goals. They took the time to explain everything clearly, answer all of my questions, and create a plan that felt personalized and realistic.

What really stood out to me was their attention to detail and commitment to making sure I understood every step of the process. I never felt rushed or pressured, and I always felt confident that I was in good hands. Their guidance has already made a noticeable difference in how I manage my finances and think about my future.

I highly recommend this business to anyone looking for financial planning services. Whether you're just starting out or looking to improve your current strategy, they are definitely worth checking out. Everyone should give them a try—you won’t regret it!“

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“Jason Frank has taken great care of our family, our funds and has become a true friend over the years. Whether we need to make changes, plan for the future or just need solid advice - FFG is there. Frank Financial Group has my highest recommendation!“