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Video Content Library – Access all our videos here!

by the Storen Team | Nov 1, 2025 | Videos

Quickly find the information you need in our video library of helpful tools, tips, and resources. If you have questions about anything, please contact us. Click the title to access each video.   How-to Videos • 4 Ways to Submit Documents to Storen Financial • Top...

Video: Why is it important to start Social Security Planning?

by the Storen Team | Oct 22, 2025 | Financial Planning, Retirement, Social Security, Videos

VIDEO: Click here to watch on YouTube. Financial Advisor, Kiran Sharma, walks you through the importance of planning for Social Security. Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and helpful information...

Video: What are our upcoming summer and fall events?

by the Storen Team | Jun 23, 2025 | Events, Videos

VIDEO: Click here to watch on YouTube. Chief Operating Officer, Debbi Kuller, shares the upcoming 2025 events for this summer and fall. Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and helpful information...

Video: How to Recognize Nefarious Emails

by the Storen Team | Jun 2, 2025 | Data Security, Resources, Videos

VIDEO: Click here to watch on YouTube. Technology Manager, Amy White, shares how she spots nefarious emails. Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and helpful information from our advisory, business,...

Video: How to Create Strong Passwords

by the Storen Team | May 5, 2025 | Data Security, Resources, Videos

VIDEO: Click here to watch on YouTube. Technology Manager, Amy White, shares how to create secure passwords. Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and helpful information from our advisory, business,...

Video: What are the latest tax law updates to payment apps?

by the Storen Team | Apr 1, 2025 | Taxes, Videos

VIDEO: Click here to watch on YouTube. Senior Tax Accountant, Ierma Clark, shares the latest tax updates on payment apps like Venmo, Zelle, and Paypal. Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and...
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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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