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Event: Estate Planning with Lisa Dillman

by the Storen Team | Feb 25, 2020 | Community, Education, Events

On Thursday, March 5th, join Elder Law Attorney, Lisa Dillman, to discuss the importance of planning for all stages of life. Too often families have outdated documents or plans in place that no longer achieve their long-term goals. As loved ones age, circumstances...

Event: Join us for “Medicare 101”, presented by Ruth Hoffman

by the Storen Team | Jan 25, 2020 | Community, Education, Events, Medicare

Ruth’s presentation will help navigate the Medicare puzzle. RSVP Today as Space is Limited! Join us for a presentation titled “Medicare 101” by Ruth Hoffman, Storen’s Medicare Benefits Specialist with over 15 years Medicare experience. This...

Event: Greg Explains the SECURE Act

by the Storen Team | Jan 20, 2020 | Community, Education, Events, Retirement

Join us for an in depth discussion with Greg Storen about the SECURE Act. Join us for an educational seminar on “The Secure Act” by Greg Storen, owner of Storen Financial. Greg is a Financial Advisor and Senior Tax Professional. This event is designed to inform you...

New Zionsville Office ‘Winter Walkthrough’ Open House

by the Storen Team | Jan 9, 2020 | Community, Events

Join us on January 21st! Take a tour of our new office and meet our neighbors! We are moved in and getting settled in our new Zionsville office space at 1120 West Oak Street. You have watched the progress over the past year move from dirt to the beautiful new building...

Join us for the ZGravy Chase benefiting the Boys and Girls Club!

by the Storen Team | Nov 4, 2019 | Community, Events

We are excited to sponsor the third annual Z Gravy Chase in Zionsville, Indiana racing throughout the historic town and along the bricks on Main Street! Start a new tradition on Thanksgiving morning racing with all your friends and family right in downtown Zionsville....

Have questions about Medicare? Join us for this event!

by the Storen Team | Sep 17, 2019 | Community, Events, Medicare

*This blog was updated 9/25: This event is full. Please check back for new events soon! Join us for Ruth Hoffman’s “Medicare 101” presentation. Join us for a presentation titled “Medicare 101” by independent insurance agent Ruth Hoffman....
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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

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Please note our office is wheelchair accessible.

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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.

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