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Virtual Event: Medicare General Enrollment Details – February 21

by the Storen Team | Jan 2, 2023 | Education, Events, Medicare

Have questions about Medicare? General enrollment is available through March 31st. Join us for this virtual event on February 21st, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process, enrollment guidelines, and...

Workshop: Having issues with QuickBooks Online?

by the Storen Team | Oct 31, 2022 | Businesses, Education, Events, QuickBooks, Resources for Businesses

  Stop by our office and join a QBO Workshop! Stop by our office during one of the QBO Workshops to get answers to your QBO questions. Members of our Business Services Team of QuickBooks Certified ProAdvisors will be on hand to help work through any questions you...

Event: Family Binder Workshop – November 15

by the Storen Team | Oct 11, 2022 | Education, Events, Financial Fitness, Financial Planning

Are you prepared for an emergency? 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? Being organized when an emergency strikes eases the...

Team Attends Ed Slott Training Workshop

by the Storen Team | Aug 11, 2022 | Ed Slott, Education, Team News

Ed Slott’s Instant IRA Success Exclusive 2-Day IRA Workshop For Financial Advisors Recently several of our team members attended Ed Slott’s Instant IRA Success Exclusive 2-Day IRA Workshop For Financial Advisors in Nashville, TN. Not only did most of our investment...

Virtual Event: Medicare Open Enrollment Details – September 20

by the Storen Team | Aug 10, 2022 | Education, Events, Medicare

Have questions about Medicare? Open enrollment starts October 15th! Join us for this virtual event on September 20th, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process, enrollment guidelines and addresses...

Coming Soon: QuickBooks Online Training Classes

by the Storen Team | Jul 20, 2022 | Business Coaching, Businesses, Education, QuickBooks, Resources for Businesses

Training programs designed to boost your business! Our clients go into business because they are really good at what they do – not to become accountants. Business owners often find working on their financials time-consuming and frustrating. And frequently, they don’t...
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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 LPL Financial, Member FINRA /SIPC, and offer investment advice through Brass Tax Wealth Management, a registered investment advisor; or (2) solely tax professionals of Storen Tax & Financial Group Inc., and not affiliated with LPL Financial. 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 LPL Financial. LPL Financial does not offer tax advice or tax/accounting/CPA related services. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CO, FL, IA, IL, IN, KY, MD, MI, NC, OK, OR, TN & TX.