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Event: Family Binder Workshop – March 18

by the Storen Team | Feb 10, 2026 | Education, Events, Financial Planning

Are you prepared for an emergency or death? Having an organized plan when an emergency strikes can ease the burden for grieving family members and enable them to handle your affairs the way you intended. A family binder can be used to keep track of information,...

Learn More by Attending our 2026 Events

by the Storen Team | Feb 4, 2026 | Businesses, Community, Education, Events, Financial Fitness, Financial Planning, Resources, Resources for Businesses, Retirement, Taxes, Young Professionals

Do you have the tools you need for financial success this year? Our goal is to provide a variety of educational events for our clients and surrounding community members in order to help you along your financial journey. When you prioritize financial education, you...

Storen Team Members as Featured Presenters at Synergy Conference

by the Storen Team | Dec 5, 2025 | Businesses, Education, Resources for Businesses, Team News

Showcasing our depth of knowledge and commitment to advancing financial planning strategies Storen Financial was selected this year to lead two impactful educational sessions at the prestigious Thomson Reuters November Synergy Conference in Orlando. This annual,...

Event: Family Binder Workshop – October 14 & 16

by the Storen Team | Aug 25, 2025 | Education, Events, Financial Planning

Are you prepared for an emergency or death? In the case of an emergency or unexpected death, are you prepared for your loved ones to deal with your affairs without having to rummage through desk drawers to locate information? No family member should be forced to deal...

Take Control of Your Money With Our Personal Finance Program

by the Storen Team | Feb 1, 2025 | Education, Financial Planning, Resources

Set yourself up for success by tracking spending Have you ever wondered, “Where does my money go? How do I prioritize debt payoff and investing? How do I save for a house or car, much less retirement?” Perhaps you have accrued money over the years and are just now...

Event: Medicare General Enrollment Details – February 20

by the Storen Team | Jan 15, 2025 | Education, Events, Medicare

Have questions about Medicare? General enrollment is available through March 31st. Join us for this in-person event on February 20th, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, will walk you through the Medicare process, enrollment...
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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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