317.852.7000 Storen@StorenFinancial.com
Storen Financial
  • About Us
    • Our Story
    • Meet Our Team
    • Careers
  • Services
    • All Services
    • Financial Planning & Investments
    • Tax Planning & Preparation
      • Tax Season Resources
    • Business Services
    • Financial Wellness Services
  • Learn More
    • Read Our Blog
    • Financial Timeline Guide
    • Educational Events
    • News & Resources
    • Forms & FAQs
  • Client Info
    • Client Information
    • Client Portal Login
    • Pay Your Taxes
    • More Login Options
  • Contact Us
    • Contact Info & Directions
    • Office Hours
  • BrokerCheck
Select Page

We Shredded Almost 3 Tons of Paper at Our Recent Shred Day!

by the Storen Team | Jun 6, 2024 | Team News, Updates

Great Turnout for Storen Financial’s Shred Day! Our Shred Day here at Storen Financial was well attended. Cars were lined up at 9 am, and traffic flow continued until 11 am. We hosted a multitude of families as they shredded their documents, with an impressive total...

Maximize this QuickBooks Online Feature to Increase Profit

by the Storen Team | Jun 5, 2024 | Businesses, QuickBooks, Resources, Resources for Businesses

Are you accurately tracking your income and expenses? Many users do not take full advantage of the countless features QuickBooks Online offers to help businesses track their income and expenses. Starting the new month, quarter, or year with fresh features at your...

Education is the Foundation for Success

by the Storen Team | Jun 3, 2024 | Businesses, Resources for Businesses

Streamline and Enhance Your Business with Storen Training Programs Why take one of our business training courses? The answer is simple. Save yourself the time of making costly mistakes and reinvest it in more important aspects of your business. When you know how to...

Greg Storen Completes Yearly Advanced Training from America’s IRA Specialists at Ed Slott and Company, LLC

by the Storen Team | Jun 2, 2024 | Ed Slott, Education, Financial Planning, Resources, Retirement, Team News

Members of Ed Slott’s Master Elite IRA Advisor GroupSM Attend Semiannual Workshop on the Latest Retirement Account Planning Strategies, Estate Planning Techniques, and Tax Laws Greg Storen, President and Advisory Services Director of Storen Financial, completed his...

Event: The Trifecta of Tax Planning – July 25

by the Storen Team | Jun 1, 2024 | Events, Financial Planning, Resources, Retirement

Learn more: Three Important Strategies for Tax-Qualified Dollars Join us for this complimentary event on July 25th, where Storen Financial’s Investment team will educate on these three important actions you can take with your tax-qualified (IRA) monies to affect...
« Older Entries
Next Entries »

Searching for more news/blogs?

Blog Categories

  • Blog Content Library
  • Business 1099
  • Business Coaching
  • Businesses
  • Careers with Storen
  • Case Studies
  • Community
  • Data Security
  • Ed Slott
  • Education
  • Events
  • Financial Fitness
  • Financial Planning
  • Forms
  • Helpful Links
  • How-to
  • Medicare
  • Meet the Team
  • Newsletters
  • QuickBooks
  • Resources
  • Resources for Businesses
  • Retirement
  • Social Security
  • Stock Market
  • Storen Interns
  • Tax FAQs
  • Taxes
  • Team News
  • Updates
  • Videos
  • Young Professionals

Have questions?

Click here to contact us or give us a call now 317.852.7000!

Storen Financial

About:

Storen Financial is an established independent investment and accounting firm in the Indianapolis area, headquartered in Zionsville, serving clients in 43 states.

Contact:

1120 W Oak St, Suite 200
Zionsville, Indiana 46077
General: 317.852.7000
Investment:  317.733.1000

Storen@StorenFinancial.com

Follow:

Please note our office is wheelchair accessible.

  • Home
  • About Us
  • Team
  • Careers
  • Services
  • News
  • Events
  • Contact Us
  • Client Login
  • BrokerCheck

Professionals associated with Storen Financial may be either (1) registered representatives with, and securities offered through Simplicity Investments, Member FINRA/SIPC, and offer investment advice through Storen Legacy Partners, a registered investment advisor; or (2) solely tax professionals of Storen Tax & Financial Group Inc., and not affiliated with Simplicity Investments. Registration as an investment advisor does not imply any level of skill or training. Tax/accounting/CPA related services offered through Storen Tax & Financial Group Inc. DBA Storen Financial. Storen Tax & Financial Group Inc. is separate legal entity and not affiliated with Simplicity Investments. Simplicity Investments does not offer tax advice or tax/accounting/CPA related services. The Simplicity Investments representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Securities offered through Simplicity Investments, Member FINRA/SIPC, 475 Springfield Ave, Summit, NJ 07901 (303) 797-9080. Storen Financial is not affiliated with Simplicity Investments.

All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of Storen Financial as of the date hereof, which are subject to change without notice at any time. Storen Financial does not represent that any opinion or projection will be realized. Neither Storen Financial nor any of its advisers, officers, directors, or affiliates represents that the information presented on this Website is accurate, current or complete, and such information is subject to change without notice. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Neither this Website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.

Client Relationship Summary | Form ADV | Privacy Policy | SMS Privacy Policy | SMS Terms and Conditions