Brunette & Associates LLC
Financial Services - Indianapolis city, IN, US
Brunette & Associates LLC Employees
Brunette & Associates LLC Details
Brunette & Associates LLC is an independent wealth management firm located in downtown Indianapolis that specializes in a holistic approach to financial planning. With a combined total of eighty years' experience in the field, we have continued to build and grow our business by partnering with our clients.At Brunette & Associates, we work to help implement the simplest solutions like opening a college savings fund for your children, to more complex issues like tax-sensitive investments and distributions, retirement projections, and estate planning.We feel our long-term relationships are a direct result of our proactive approach to service and financial planning. Through our Consolidated Wealth Management Group, we are able to provide our clients with a regular report on their entire portfolio, along with personalized recommendations that follow our strategic approach to wealth management.Securities offered through First Allied Securites, Inc., A registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc. A registered Investment Adviser.www.finra.orgwww.sipc.org
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