Our goal is to provide educational opportunities and resources in order to help you along your financial journey. Check out our calendar and join us for one of our events!
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
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Why choose storen financial?
A Comprehensive Approach to Financial Services
Our team of qualified professionals implement tax-saving strategies to help individual and business clients pursue financial goals.
With experience in investing, IRAs, financial planning, tax preparation, and accounting, we offer services that cover all areas of your financial concerns under one roof.
Holistic Perspective
Fiduciary Standard
In advisory relationships, acting in our clients’ best interest is at the heart of everything we do.
Tax Expertise
Focused on helping minimize tax liabilities and maximize future opportunities in all areas.
Commitment to Education
Resources to help you along your financial journey.
Resources to help you along your financial journey.
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.
Learn more about our services, team, and core values in our welcome video…
testimonials
What are others saying about Storen Financial?
Would Recommend Without Reservation
My wife and I have been clients of Storen Financial since 2013. We have always found Brian, Joseph, and the entire team at Storen very professional, knowledgeable, and helpful. We appreciate that they are very interested in making the most of our investments and very conscientious about watching the impact our decisions have on our overall tax brackets. Brian and the entire team at Storen are never pushy or demanding and are always available to discuss any of our concerns. We are very pleased and would recommend the services of Storen Financial without reservation.*
Exceptional Experience
I am so happy that I was referred to Storen Financial. It has been an exceptional experience thus far. They have helped to insure that my business/billing is being completed correctly, that my taxes are being calculated accurately, and that overall my business is protected. My business is in the best possible position it can be in thanks to Storen Financial.*
Fantastic Team of Professionals
Storen Financial has a fantastic team of professionals that provide outstanding Tax and Accounting services for our small business. Storen has aided us in growing our business by allowing us to concentrate on operating our business to better serve our customers and increase sales/ revenue, while Storen provides us time savings and the invaluable services of business accounting and tax liability strategies. The Storen Financial staff, from the front desk to the back offices, is always kind, polite and a pleasure to work with.*
*This statement is a testimonial by a client of the financial professional as of 01/19/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
A Multi-Directional Approach for Business Financials
This multi-directional mindset enables you to formulate a plan that you can routinely review and subsequently adjust to keep your business on track.
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Read the latest news and resources on our blog
Video: How To Get Started With Our Young Professionals Program
VIDEO: Click here to watch on YouTube. Financial Advisor, Kiran Sharma, and Financial Assistant, Joseph Cavazos, walk you through our Young Professionals consultation process. Join us as Financial Advisor, Kiran Sharma, and Financial Assistant, Joseph Cavazos, from...
A Business Tax Strategy That Can Benefit the Whole Family
Set Your Family Up for Success with Income Shifting Strategies For business owners, there are a variety of ways to reduce your tax liability, but it’s hard to know which of these strategies best apply to you. One such strategy that our Business Services team...
Event: The Trifecta of Tax Planning – May 22
Learn more: Three Important Strategies for Tax-Qualified Dollars Join us for this complimentary event on May 22nd, where Storen Financial's Investment team will educate on these three important actions you can take with your tax-qualified (IRA) monies to affect your...