Storen Financial

Storen Financial stands as a trusted financial partner for individuals and businesses in the Indianapolis area and beyond. Founded over 50 years ago, we have built a solid reputation by consistently offering personalized, comprehensive financial guidance and strategies. Our mission is to empower clients to achieve their financial goals and navigate the complexities of the financial landscape with confidence.

Who We Are

Our team comprises seasoned professionals with diverse expertise in investment planning, tax preparation, accounting, and financial consulting. We are committed to maintaining the highest ethical standards and building strong, lasting relationships with our clients. We believe in open communication, transparency, and collaborative problem-solving.

The Storen Financial Advantage

We offer a unique approach to financial services, built on:

• Holistic Perspective: We analyze your financial situation from all angles, considering investments, retirement planning, and tax strategies to create a comprehensive plan that aligns with your goals.
• Fiduciary Standard: We act in your best interests, putting your needs first and prioritizing your financial success.
• Tax Expertise: Our seasoned tax professionals proactively identify opportunities to minimize your tax liabilities and maximize your future opportunities.
• Commitment to Education: We believe in empowering clients through ongoing education and regular communication. Our team constantly updates their knowledge through industry-leading training and certifications.

Our Comprehensive Services

We offer a diverse range of services designed to meet your individual or business needs, including:

For Individuals

• Comprehensive financial planning
• Investment & retirement planning
• Tax planning & preparation
• Estate & succession planning
• Retirement consulting

For Businesses

• Business consulting & advisory services
• Accounting & bookkeeping services
• Tax planning & compliance services
• Payroll services
• Employee benefit consulting

Beyond Numbers

At Storen Financial, we go beyond just numbers. We understand that achieving financial success is about more than just financial planning. We are committed to building long-term relationships with our clients, offering support, guidance, and encouragement throughout your financial journey. We believe in the power of financial planning to positively impact your life, both personally and professionally.