Financial Planners near Zionsville

“I have been a client of Engage Fiancial for many years. I routinely meet with my financial adviser, and I always receive excellent advice to stay on track to meet my fiancial goals. I highly recommend using their services.“

“Mike and I met with Ben and Tiffany to determine if we were going to be ready for retirement. They had a very well thought out process to walk us through and asked the right questions. It was easy and fun. They treated us like family. Bradford and Tony met with us to give us a tutorial on investing and their philosophy. They are very knowledgeable and know how to speak with beginners.“

“My wife and I have used their services for over 10 years and counting. I have never encountered better. I highly recommend them. I cannot speak highly enough of them.“

“We have worked with Evans May for multiple years now and they are all like family to us. From the email check ins from Grace to the yearly Christmas cards from Lizzie and the rest of the team they truly make us feel comfortable and secure.“

“My husband and I met Mychal in spring 2018 when he hosted a financial fitness event for teachers! I loved that he was supporting public school teachers specifically, because they often are targeted many non-salary benefit opportunities (life insurance policies, cancer policies, etc) that are pitched based on FUD (fear, uncertainty, doubt). Finally, an ally for teachers! From 2018-2021, Mychal has led us through a prescriptive program to evaluate our annual spending/debt/savings, tax strategy/filing, insurance policies (life, home, auto), kids planning (college & estate). We aligned in these key areas with appropriate documents in place that provide deep peace of mind. It's been a pleasure to meet members of Mychal's team in the more recent years who care for us with the same depth as Mychal. Our hard work with Mychal has allowed us to buy a new home when rates were amazing in 2021 (and shortly after having a second kiddo), navigate a 11-month job transition, upgrade vehicles, and manage overall rising consumer costs. Our goals for future decades are clear and the plan to them is known! We love Mychal's approach to modeling and data to show us our annual progress!“

“Great wealth management company Very friendly and has a lot of good advice. Gordon is a vet and great guy“

“Marc and his staff are personable, friendly and willing to assist. They make it clear that you are their priority.That kind of service is hard to find.“