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Video: Top Three Tips for Year-End Processes

by the Storen Team | Nov 19, 2024 | Businesses, Resources, Resources for Businesses, Videos

VIDEO: Click here to watch on YouTube. Business Accountant, Jessica Gentry, shares her top three tips for business owners’ year-end processes. Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and helpful...

Video: Top Three Tips for Safely Browsing the Internet

by the Storen Team | Oct 29, 2024 | Data Security, Videos

VIDEO: Click here to watch on YouTube. Technology Manager, Amy White, shares her top three tips for safely browsing the internet. Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and helpful information from our...

Video Content Library – Access all our videos here!

by the Storen Team | Sep 1, 2024 | 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: Who needs to file a 1099?

by the Storen Team | Aug 23, 2024 | Business 1099, Businesses, Resources, Resources for Businesses, Videos

VIDEO: Click here to watch on YouTube. Business Accountant, Penny Snyder, shares who needs to file a 1099. 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 Get Started with Financial Planning

by the Storen Team | Aug 7, 2024 | Financial Planning, Resources, Retirement, Videos

VIDEO: Click here to watch on YouTube. Financial Advisor, Ronnie Jackson, CFA®, walks you through our financial planning and consultation process. Join us as Financial Advisor, Ronnie Jackson, and other members of our investment team walk you through how our financial...

Establish a Foundation with the Storen Financial Young Professionals Program

by the Storen Team | Jul 18, 2024 | Financial Planning, Resources, Retirement, Videos, Young Professionals

Define your financial future with our Young Professionals Program For young professionals in their twenties and thirties transitioning from college to career, many find they may have more time to dedicate to their financial journey, but they lack the tools 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 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.

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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