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Capital Planning Systems, Inc.

ADDRESS: 1190 E Canvasback Dr, Terre Haute, IN 47802, United States
NUMBER: +1 812-299-8900
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 8:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 5:00 PM | |
| Wed | 8:00 AM – 5:00 PM | |
| Thu | 8:00 AM – 5:00 PM | |
| Fri | 8:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Gene and his company are unequaled in service to it’s clients. Gene and his associates are very knowledgeable regarding all aspects of financial planning. Their guidance has proven to have been, and continues to be, life changing. Thank you Capital Planning. – James Jacobs
*** REVIEWS STILL PENDING FOR THIS BUSINESS ***
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Valley Group Wealth Management

ADDRESS: 7205 IN-46 B, Terre Haute, IN 47802, United States
NUMBER: +1 812-645-5008
DESCRIPTION FROM BUSINESS: We strive to be a quality wealth management practice. We believe a quality wealth management practice goes beyond investment advice to provide wholistic financial planning for our client’s present and future wellbeing.
OFFICE HOURS
| Mon | 8:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:00 PM | |
| Wed | 8:30 AM – 5:00 PM | |
| Thu | 8:30 AM – 5:00 PM | |
| Fri | 8:30 AM – 12:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I worked with Ron Hodge and Alex Allen to set up and manage a retirement account through Raymond James. They gave me knowledgeable, practical expertise that helped me set up the right plan for my goals and values. They care about their clients and it shows. No pressure, personalized service, and just very good people. Highly recommend! – Lori Henson
REVIEW #2 – Thankful for their financial knowledge and care for my families future! Would recommend to everyone! They always go the extra mile with communication, assistance and relatability! – Austin Wetnight
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
Love Financial Services Inc

ADDRESS: 2940 S 7th St, Terre Haute, IN 47802, United States
NUMBER: +1 812-238-9210
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 9:00 AM – 2:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 2:00 PM | |
| Wed | 9:00 AM – 2:00 PM | |
| Thu | 9:00 AM – 2:00 PM | |
| Fri | CLOSED | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Traci is always greeting people as they come in the door. This is place to go for your financial needs. Steve is very knowledgeable as well. – Taylor White
REVIEW #2 – I been 5 years with this company never had a problem. They have the best mechanics and employees taking care of your needs – RODOLFO CISNEROS
REVIEW #3 – This companies Customer service is top tier thanks Traci for all your help and answers to all my questions. – Tatyanna Moxey
Swan Street Financial

ADDRESS: 328 S 5th St, Terre Haute, IN 47807, United States
NUMBER: +1 812-232-0700
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 8:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:30 PM | |
| Wed | 8:00 AM – 4:30 PM | |
| Thu | 8:00 AM – 4:30 PM | |
| Fri | 8:00 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Some of the best people to work with! Blessed to do business here. If able, I highly recommend!! – Matt Petscher
REVIEW #2 – Professional and knowledgeable staff! Always able to provide the best solutions for making your money work for you – Cody Tilford
REVIEW #3 – Great professional service – Barry Bullington
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