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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...

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

by the Storen Team | Jul 1, 2022 | Ed Slott, Education, Financial Planning, 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 of Storen Financial completed his semiannual training with America’s IRA Experts...

Ed Slott Event Recap and Recording

by the Storen Team | May 18, 2022 | Ed Slott, Education, Events, Financial Planning, Resources, Retirement, Videos

Over 425+ registered to learn from America’s IRA Expert, Ed Slott! What an amazing turnout and fantastic program! Not only did Ed provide some great information, but he kept us thoroughly entertained! We were happy to see so many clients and non-clients alike...

Storen Financial Brings National IRA Expert, Ed Slott, to the Indianapolis Area in a Complimentary Virtual Event

by the Storen Team | Apr 5, 2022 | Ed Slott, Education, Events, Financial Planning, Retirement, Taxes, Team News

Storen Financial in the News… Storen Financial, an established independent investment and accounting firm in the Indianapolis area, is excited to offer the local community the chance to learn from national IRA expert, Ed Slott, in an online virtual event. This...
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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.

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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. 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 LPL Financial. LPL Financial does not offer tax advice or tax/accounting/CPA related services. The LPL Financial 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.

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