Lara Desotel

Director of Compliance at Financial Plans & Strategies, Inc. - Greenwood, IN, US

Lara Desotel's Colleagues at Financial Plans & Strategies, Inc.
Maggie Meiners

Registered Investment Advisor

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Michael Meiners

President

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Salvador Perez

Financial Advisor

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Evan Stout

Minority Owner

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Maryanne Hall

Administrative Assistant

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Alicia Cummings

Administrative Assistant/Office Manager/Paralegal

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Lara Desotel's Contact Details
Email (Verified)
***@finplans.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
N/A
Location
Greenwood,Indiana,United States
Company
Financial Plans & Strategies, Inc.
Lara Desotel's Company Details
Financial Plans & Strategies, Inc. logo, Financial Plans & Strategies, Inc. contact details

Financial Plans & Strategies, Inc.

Greenwood, IN, US • 20 - 49 Employees
Financial Services

Financial Plans & Strategies, Inc. is a premier wealth management firm, headquartered in the Midwest. Our multi-disciplined team of professionals including Certified Financial Planners TM, Professional Plan Consultants, Attorneys and a Certified Public Accountant take a holistic approach in helping clients achieve their financial and estate planning goals. We have provided our services to individuals, couples and organizations for over 40 years.Financial Plans & Strategies, Inc. is compensated on a fee-only basis and embraces the fiduciary standard under which our primary responsibility is to help our clients meet their goals. Contact us today to get started on the path to your financial freedom.

Financial Planning Wealth Management Retirement Planning Estate Planning Education Planning College Saving Charitable Gifting Insurance Planning Retirement Plan Consulting Investment Management Medicare and Social Security Planning Cash Flow Planning
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Frequently Asked Questions about Lara Desotel
Lara Desotel currently works for Financial Plans & Strategies, Inc..
Lara Desotel's role at Financial Plans & Strategies, Inc. is Director of Compliance.
Lara Desotel's email address is ***@finplans.com. To view Lara Desotel's full email address, please signup to ConnectPlex.
Lara Desotel works in the Financial Services industry.
Lara Desotel's colleagues at Financial Plans & Strategies, Inc. are Maggie Meiners, Michael Meiners, Salvador Perez, Evan Stout, Maryanne Hall, Alicia Cummings and others.
Lara Desotel's phone number is N/A
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