by the Storen Team | Sep 1, 2021 | Team News
*See Frequently Asked Questions Below! The Zionsville Office Expansion Project In order to improve your client experience, enhance employee growth and collaboration opportunities, streamline processes and increase efficiencies, we will be expanding our current...
by the Storen Team | Sep 15, 2021 | Team News
Zionsville Accounting Firm Expanding HQ From Inside Indiana Business – “Zionsville-based Storen Financial has announced plans to expand its Boone County headquarters and grow its workforce. The investment and accounting firm says it will invest more than...
by the Storen Team | Sep 9, 2021 | Team News
Bringing our team together under one roof will allow us to operate as a cohesive unit Storen Financial, an established independent investment and accounting firm in the Indianapolis area, announces Zionsville headquarter expansion and operational reorganization. In...
by the Storen Team | Sep 8, 2021 | Financial Planning, Resources, Retirement, Stock Market
*Interested in reviewing this Storen Financial balance sheet? Contact us to schedule a consultation with one of our Financial Advisors! This Roth conversion plan reduced the RMD total by over $285k Q: How do you reduce your tax liability and maximize your investments...
by the Storen Team | Sep 8, 2021 | Education, Events, Medicare
Don’t miss this event! Medicare open enrollment is available October 15th through December 7th. Join us for this virtual event on October 19th, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process, open...
by the Storen Team | Sep 1, 2021 | Financial Planning, Resources
Are you prepared for an emergency? Are you prepared for your loved ones, in the case of emergency or your passing, to deal with your affairs—without having to rummage through desk drawers to locate information? Being organized when an emergency strikes eases the...
by the Storen Team | Sep 1, 2021 | Financial Planning, Resources, Retirement
Being fully engaged helps pursue financial objectives We find that clients who are most successful at reaching their personal financial goals, are fully engaged in their financial plan and attend an annual financial review with their Storen Financial advisor. During...
by the Storen Team | Sep 1, 2021 | Team News
Official Press Release from NATP Doug Johnson of Storen Financial celebrates 10 years of professional affiliation with the National Association of Tax Professionals (NATP), a professional association comprised of over 22,000 leading tax professionals who uphold a...
by the Storen Team | Sep 1, 2021 | Careers with Storen
Bookkeeper Storen Financial is an established independent investment and accounting firm in the Indianapolis area, headquartered in Zionsville, serving clients in 43 states. A local institution for over 50 years with a focus on team, family, and community involvement,...
by the Storen Team | Sep 1, 2021 | Careers with Storen
CPA / EA Tax Accountant Storen Financial is an established independent investment and accounting firm in the Indianapolis area, headquartered in Zionsville, serving clients in 43 states. A local institution for over 50 years with a focus on team, family, and community...
