Main Office

9465 Counselors Row

Suite 200
Indianapolis, IN 46240
Outlook 2024 : A Turning Point

Outlook 2024 : A Turning Point

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What to Know About Working with a Financial Professional

What to Know About Working with a Financial Professional

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Welcome to Wells Financial Group, LLC

Our mission is to help successful people make work optional, create bigger impacts in their community, and provide for their loved ones.

<strong>How We Do It.</strong>

How We Do It.

We use a comprehensive process to help clients address five key concerns:

  • Make smart decisions with their money and investments
  • Tax advantaged strategies
  • Take care of their loved ones
  • Magnify their charitable giving
  • Protect their assets from being unnecessarily taken
<strong>Take Action.</strong>

Take Action.

Contact us to schedule a no-obligation Discovery meeting. We will walk in your shoes and begin mapping out where you are and where you’d like to be. This meeting is all about you. We prefer to take on clients for whom we can make a big impact. If the fit is mutually right, we then schedule a follow-up meeting to discuss solutions. Please call us today to schedule your Discovery meeting.

Meet Our Experienced Team

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