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5 Tips for Choosing a Financial Advisor

by the Storen Team | Feb 5, 2025 | Financial Planning, Resources, Retirement

Find an advisor that keeps your financial well-being in mind. Choosing a financial advisor is one of the most important decisions you’ll make when planning your future. Such an important task can be a daunting experience. Where do you start and what questions do...

Learn More by Attending Our 2025 Educational Events

by the Storen Team | Feb 3, 2025 | Businesses, Events, Financial Planning, Resources, Retirement, Taxes, Young Professionals

Do you have the tools you need for financial success this year? This year, we’re providing a variety of educational events to our clients and surrounding community members in order to help you along your financial journey. When you prioritize financial...

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...

Storen Team Attends 3-Day Tax Training

by the Storen Team | Jan 28, 2025 | Businesses, Resources, Resources for Businesses, Taxes

Official Tax Season Launch for Storen Financial The Storen Financial team has been working hard and gearing up for tax season. Chelsea Brown, Tax Operations Director, and Kim Storen, Senior Tax Accountant, led a three-day training session for our team of...

Tax Action Packet and Filing Instructions

by the Storen Team | Jan 18, 2025 | How-to, Resources, Tax FAQs, Taxes

What is the Tax Action Packet? Your Action Packet is a group of documents that includes everything requiring action from you and is particularly useful for those that want to mail their estimated payments or payment vouchers for any tax owed. Click on the Action...

Protecting Your Identity in the New Year

by the Storen Team | Jan 17, 2025 | Data Security, Resources

Are you doing these things to prevent identity theft or fraud? Each year, you’ll want to think about improvements you can make to how you protect your information. You don’t necessarily need to be tech-savvy to do this. Rather, implementing a few practices into your...
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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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