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Some things in life
are worth investing in.

Whether you’re just starting out with investing, need help saving for your child's education or are preparing for retirement, MutualFinancial Investment Services' personalized approach is what can make all the difference.

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COMPREHENSIVE SERVICES & UNDIVIDED ATTENTION

All of Your Needs Are Covered

iconRetirement Planning

Are you prepared for retirement? Plan early to maintain your lifestyle and enjoy your golden years. Start now!

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iconEducation Planning

Sending your children to college significant investment. Have you started saving yet? We can help!

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icon401k Planning

Take control of your future. 401k plans make it easier to save for your retirement. Find out which one is best for you.

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iconWealth Transfer Strategies

Don’t give away your money to the tax man. You’ve worked so hard for it! Ask our experts to devise a strategy to transfer assets directly to your loved ones.

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iconEmployee Benefits Consulting

Looking for cost-effective plans and solutions? We have a suite of products that can be tailored to your requirements. Talk to us about the options.

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iconLife and Long Term Insurance

Get valuable protection in a single insurance policy. Talk to us about your existing coverage and how we can change it, or find a new plan that’s right for you.

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Meet Our Team

We serve clients throughout Indiana and Michigan. Contact any one of our experienced Investment Representatives to talk about your financial goals. We'd be thrilled to help!
 


Check the background of investment professionals associated with this site on FINRA’s BrokerCheck


 

staff member

Josh Kent

Investment Representative

(574) 273-7670 | Email Josh
4100 Edison Lakes Parkway, Ste. 300
Mishawaka, IN 46545

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staff member

Jamie Penrod

Investment Representative

(765) 747-2882 | Email Jamie
2910 West Jackson St.
Muncie, IN 47304

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staff member

Steve Kinch, CFS

Investment Representative

(765) 213-2960 | Email Steve
3701 West Bethel Avenue
Muncie, IN 47304

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staff member

Todd Yarbrough, CFP

Investment Program Manager

(765) 747-2903 | Email Todd
110 E. Charles St.
Muncie, IN 47305

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