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Listen: Greg Storen Shares His Investment Philosophy

by the Storen Team | Feb 2, 2023 | Ed Slott, Financial Planning, Resources, Retirement, Videos

VIDEO: Click here to watch on YouTube. Audio from Greg Storen Greg Storen, President and Advisory Services Director, sits down to discuss how the Storen Financial financial planning process and philosophy impact our clients’ investment portfolios. Our goal is to...

Video: Welcome to Storen Financial

by the Storen Team | Oct 26, 2022 | Community, Resources, Team News, Videos

 VIDEO: Click here to watch on YouTube. We’re excited to share our new welcome video! We’re excited to share our new welcome video and give you a look inside Storen Financial. Learn more about our team approach and core values. Follow along with the...

Video: Medicare Open Enrollment Details

by the Storen Team | Sep 20, 2022 | Medicare, Resources, Videos

VIDEO: Click here to watch on YouTube. Open enrollment starts October 15th! Watch the recording of this virtual event where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, walks you through the Medicare process, enrollment guidelines and addresses...

Video: Social Security for Couples – Part 3

by the Storen Team | Sep 6, 2022 | Financial Planning, Resources, Retirement, Social Security, Videos

VIDEO: Click here to watch on YouTube. Financial Advisor, Brian Biggs discusses the foundational elements of Social Security in this 3-part video series. In this 3-part video series, one of our Financial Advisors, Brian Biggs, will walk you through the basic elements...

Video: Social Security for Singles – Part 2

by the Storen Team | Jul 29, 2022 | Financial Planning, Resources, Retirement, Social Security, Videos

VIDEO: Click here to watch on YouTube. Financial Advisor, Brian Biggs discusses the foundational elements of Social Security in this 3-part video series. In this 3-part video series, one of our Financial Advisors, Brian Biggs, will walk you through the basic elements...

Video: Social Security Basics – Part 1

by the Storen Team | Jun 29, 2022 | Financial Planning, Resources, Retirement, Social Security, Videos

VIDEO: Click here to watch on YouTube. Financial Advisor, Brian Biggs discusses the foundational elements of Social Security in this 3-part video series. In this 3-part video series, one of our Financial Advisors, Brian Biggs, will walk you through the basic elements...
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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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