Review Evan Werckenthien - SecurEstate In madison, indiana, united-states | Finance In Madison
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Evan Werckenthien - SecurEstate
100 S. Main Street
Madison,
Indiana,United-states - 46064
Detailed description is CERTIFIED FINANCIAL PLANNER™ at SecurEstate.
Specializing in investments, retirement planning, budgeting/savings, estate planning and insurance planning Our Company.
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SecurEstate is a comprehensive financial services firm.
We provide seasoned financial advice and custom strategies to individuals from a full range of backgrounds.
Taken at face value, there’s nothing incredibly unique about that – it’s how we do it that sets us apart..
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At SecurEstate, our first goal is to understand what makes our clients tick.
We’re fascinated by their interests, plans and hobbies.
For us, it’s not just about managing money.
It’s about understanding and appreciating the things that are important to our clients – because when we do that, we’re better able to meet their needs..
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Our Services.
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A listening session.
That’s where it all begins.
Before we recommend any financial plan we simply listen.
It’s the only way we know of to create a clear picture of what’s important to you..
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We ask plenty of questions, too.
Not necessarily about money – but about you, your family, your interests and your dreams.
Simply put, we take the time to understand your goals, and then leverage our knowledge of financial strategies, products and services to help you achieve those goals..
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Only then, after we have a complete picture of where you want to be, do we construct a plan to make it happen.
For some clients, that means starting with a blank slate.
For others, it’s a matter of organizing and tweaking a host of existing accounts, policies, and funds..
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It’s called personalized service, and it’s a pretty simple concept.
But in the world of financial planning, it’s all too rare..
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Here, we’ve assembled our most sought after services.
It’s a great way to investigate some of the options you have to choose from.
Of course, we’d be happy to explain more about any of them in person.
And remember, at SecurEstate we’re completely independent, so we’re not constrained by a limited set of options for our clients.
We pledge to create an individualized plan especially for you..
- Investment Planning.
- Retirement Planning.
- Estate Planning.
- Savings and Budgeting.
- Insurance Planning.
- Income Tax Planning.
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Our Story.
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In 1996, Chuck founded SecurEstate after a successful career as an executive with a nationally known financial services company.
Our purposely-small firm is the realization of Chuck’s vision of a new kind of company, one that melds top-tier financial planning prowess with a genuine interest in helping people..
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SecurEstate became a second generation firm in 2012, when Chuck’s son Evan became a financial advisor after graduating from Butler University.
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SecurEstate is committed to sticking true to the values and motivation that led Chuck to open SecureState in 1996.
Genuine caring about our clients, exceptional customer service, expertise, and of course the occasional cupcake day!.
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Registered Representative Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC.
Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.
Cambridge and SecurEstate are not affiliated..
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Established in the recent years Evan Werckenthien - SecurEstate in madison , indiana in united-states.
This is a well known establihment acts as one-stop destination servicing customers both local and from other of the city.
Over the course of its journey , this business has establihed a firm hold in the [category].
The belief that customer satisfaction is an important as it products and services , have helped this establihment garner a vast base of customers and continue to grow day by day
Foods is provided with high quality and are pretty much the highlight in all the events in our lives.
Sweets and food are the ideal combination for any foodies to try and this Evan Werckenthien - SecurEstate is famous for the same.
This has helped them build up a loyal customer base.
They have started a long journey and ever since they have ensure the customer base remains the same and growing month on month.
As they are located in favourable location , becomes the most wanted space for the tourist.
For any kind and assistance , it is better to contact them directly during their business hours.
Premises has a wide parking area and need to avail special permissions for parking.
Pets inside the premises are not allowed and require additional permission.
Cashless payments are available and extra charges for the credit cards are levid.
They are listed in many of the food delivery networks for home delivery with appropriate charges.
They accept cards , cash and other modes of payments
Tips are not actually encouraged but customers are willing to offer any benefit as needed.
There you can find the answers of the questions asked by some of our users about this property.
This business employs inviduals that are dedicated towards their respective roles and put in a lot of effort to achieve the common vision and goals.
It is a effortless task in communiting to this establishment as there are various modes available to reach this location.
The establishment has flexible working timings for the employees and has good hygene maintained at all times.
They support bulk and party orders to support customers of all needs.
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