Brunette & Associates LLC
www.brunetteandassociates.comBrunette & Associates LLC is an independent wealth management firm located in downtown Indianapolis that specializes in a holistic approach to financial planning. With a combined total of eighty years’ experience in the field, we have continued to build and grow our business by partnering with our clients. At Brunette & Associates, we work to help implement the simplest solutions like opening a college savings fund for your children, to more complex issues like tax-sensitive investments and distributions, retirement projections, and estate planning. We feel our long-term relationships are a direct result of our proactive approach to service and financial planning. Through our Consolidated Wealth Management Group, we are able to provide our clients with a regular report on their entire portfolio, along with personalized recommendations that follow our strategic approach to wealth management. Securities offered through First Allied Securites, Inc., A registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc. A registered Investment Adviser. www.finra.org www.sipc.org
Read moreBrunette & Associates LLC is an independent wealth management firm located in downtown Indianapolis that specializes in a holistic approach to financial planning. With a combined total of eighty years’ experience in the field, we have continued to build and grow our business by partnering with our clients. At Brunette & Associates, we work to help implement the simplest solutions like opening a college savings fund for your children, to more complex issues like tax-sensitive investments and distributions, retirement projections, and estate planning. We feel our long-term relationships are a direct result of our proactive approach to service and financial planning. Through our Consolidated Wealth Management Group, we are able to provide our clients with a regular report on their entire portfolio, along with personalized recommendations that follow our strategic approach to wealth management. Securities offered through First Allied Securites, Inc., A registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc. A registered Investment Adviser. www.finra.org www.sipc.org
Read moreCountry
State
Indiana
City (Headquarters)
Indianapolis
Employees
11-50
Founded
2002
Estimated Revenue
$1 to $1,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Director of Operations
Email ****** @****.comPhone (***) ****-****Wealth Manager
Email ****** @****.comPhone (***) ****-****Cfp , Cws , Wealth Management Advisor
Email ****** @****.comPhone (***) ****-****Investment Operations
Email ****** @****.comPhone (***) ****-****
Technologies
(35)