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Why you should consider refinancing regardless of rates
Periodically examining your existing mortgage and potential mortgage options is a smart move.
MutualFinancial Investment Services' professional guidance helps you quickly navigate the different investment products so you can make sound financial decisions.
MutualWealth Management Group is our premiere asset management and trust services solution provider for high net-worth clients.
Some things in lifeare 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.
COMPREHENSIVE SERVICES & UNDIVIDED ATTENTION
All of Your Needs Are Covered
Are you prepared for retirement? Plan early to maintain your lifestyle and enjoy your golden years. Start now!
Sending your children to college signiﬁcant investment. Have you started saving yet? We can help!
Take control of your future. 401k plans make it easier to save for your retirement. Find out which one is best for you.
Wealth 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.
Employee 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.
Life 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.
We work to secure your trust, not a commission.
We take the time to understand your requirements and match you with the right solution. We don’t believe in pushing cookie-cutter investment products your way just to earn a commission.
We empower you to make smart decisions.
We form partnerships with our clients. This means we provide you with all of the information you need to make informed and smart investment decisions - and show you how different investment products may work for you.
No pressure tactics; it's entirely up to you.
You'll never have to worry about being pressured to accept a specific investment product or plan. That's not how we work. We want you to be comfortable and confident about your investments.
We protect your best interests.
Our investment representatives earn a base salary, not a commission. This helps reinforce your financial needs and goals are our top priority.
We respect your time and money.
We know time is one of your most valuable assets. Our professional guidance helps you quickly navigate the different investment products so you can make sound financial decisions.
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
(574) 273-7670 | Email Josh4100 Edison Lakes Parkway, Ste. 300Mishawaka, IN 46545
(765) 747-2882 | Email Jamie2910 West Jackson St.Muncie, IN 47304
(765) 213-2960 | Email Steve
110 E. Charles St.
Muncie, IN 47305
(765) 747-2903 | Email Todd
110 E. Charles St.
Muncie, IN 47305
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