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Video: Young Professionals Program – 529 Plan Explained

by the Storen Team | Jun 1, 2024 | Financial Planning, Resources, Videos, Young Professionals

VIDEO: Click here to watch on YouTube. Financial Assistant, Joseph Cavazos, discusses 529 plans in this video series for young professionals. Join us as one of our Financial Assistants, Joseph Cavazos, sits down to discuss the financial milestones that young...

Video: Young Professionals Program – Credit Explained

by the Storen Team | Jun 1, 2024 | Financial Planning, Resources, Videos, Young Professionals

VIDEO: Click here to watch on YouTube. Financial Assistant, Joseph Cavazos, discusses credit in this video series for young professionals. Join us as one of our Financial Assistants, Joseph Cavazos, sits down to discuss the financial milestones that young...

Video: Young Professionals Program – Life Insurance Explained

by the Storen Team | Jun 1, 2024 | Financial Planning, Resources, Videos, Young Professionals

VIDEO: Click here to watch on YouTube. Financial Assistant, Joseph Cavazos, discusses life insurance in this video series for young professionals. Join us as one of our Financial Assistants, Joseph Cavazos, sits down to discuss the financial milestones that young...

Video: Young Professionals Program – HSA Explained

by the Storen Team | Jun 1, 2024 | Financial Planning, Resources, Videos, Young Professionals

VIDEO: Click here to watch on YouTube. Financial Assistant, Joseph Cavazos, discusses the HSA in this video series for young professionals. Join us as one of our Financial Assistants, Joseph Cavazos, sits down to discuss the financial milestones that young...

Video: Young Professionals Program – Budgeting Explained

by the Storen Team | Jun 1, 2024 | Financial Planning, Resources, Videos, Young Professionals

 VIDEO: Click here to watch on YouTube. Financial Assistant, Joseph Cavazos, discusses budgeting in this video series for young professionals. Join us as one of our Financial Assistants, Joseph Cavazos, sits down to discuss the financial milestones that young...

Video: What is our top advice for business owners?

by the Storen Team | May 20, 2024 | Businesses, Resources, Resources for Businesses, Taxes, Videos

VIDEO: Click here to watch on YouTube. Tax Services Manager, Kim Storen, shares her top advice for business owners. Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and helpful information from our advisory,...
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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 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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