We’re excited to share our new welcome video and give you a look inside Storen Financial! Learn more about our team approach and core values. Click here to watch!

Comprehensive & Specialized Financial Services

Storen Financial is an independent investment and accounting firm in the Indianapolis area, serving clients in 43 states. Learn how we can help you develop a comprehensive, long-term financial plan that implements customized tax-saving strategies.

Tax Planning & Preparation

Financial Planning & Investments

Business Services

Why choose storen financial?

A Unique Approach to Financial Services

Our team of trusted professionals implement tax-saving strategies to help individual and business clients pursue financial goals.

With expertise in investing, IRAs, financial planning, tax preparation, and accounting, we offer services that cover all areas of your financial concerns under one roof.

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Holistic Perspective

Investments, retirement planning and tax all converge to provide a complete view from all directions.
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Fiduciary

Acting in our clients’ best interest is at the heart of everything we do.
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Tax Expertise

Focused on minimizing tax liabilities and maximizing future opportunities in all areas of our business.
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Commitment to Education

Credentialed professionals focus on continual education and regulations.

Get to know Storen Financial…

A local institution for over 50 years with a focus on team, family, and community involvement, we pride ourselves on forward thinking innovations and dedicated customer service. We offer year-round, comprehensive options that implement tax-saving strategies to help individual and business clients pursue financial goals.

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testimonials

What are others saying about Storen Financial?

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Trusted & Knowledgeable

Storen Financial has proven to be a trusted and knowledgeable, local resource for my personal and business tax filing and financial needs. Kim provided guidance and education to me on how best to structure my small business, saving me money and putting my mind at ease.

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Helpful Fiduciary

This is a short note simply to let you know that I believe Ruth is a fine addition to the Storen Financial staff. She is professional, knowledgeable, very helpful and just as importantly, acted as a fiduciary in advising us with our Medicare choices.

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Professionalism & Guidance

Wanted to say thanks to Brian. He did a fabulous job answering questions and giving us a snapshot of where we stand with our retirement goals. He was exceptional. We were pleased with Brian’s professionalism and guidance.

Learn from our QuickBooks Advanced Certified ProAdvisor

Our goal at Storen Financial is to help our business clients become more efficient, more profitable, and all around better businesses. With this goal in mind, we’ve developed training courses aimed at isolating the most commonly asked questions and setting your business up for future success.

Led by our Advanced Certified ProAdvisors, our unique training environment will allow you to gain valuable best practice experience, specific training on common functionalities, and troubleshooting tips to maximize your efficiency.

Erika Lewis
Business Services Manager

LEARN MORE

Read the latest news and resources on our blog

7 Strategies for Your Year-End Planning

Take advantage of beneficial retirement account breaks. As December nears, many of us are hopefully starting to prepare for the upcoming tax season, especially those in the thick of retirement planning. If you’ve been busy with other end-of-the-year festivities, there...

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3 Reasons You Should Not Email Financial Information

How sending one quick email becomes a dangerous game In a technology-based world, exchanging information has become normal and often necessary, but many people have found that with this convenience comes the dangers of hacking and identity fraud. For this reason, we...

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Changes Coming to 529 Plans

Have a 529 plan? These recent changes may apply to you. Article from CollegeChoice Indiana taxpayers may receive a state income tax credit equal to 20% of their contributions to a CollegeChoice 529 account, up to $1,000 per year ($500 for married filing separately)...

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Contact us with any questions you might have!

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