Our goal is to provide educational opportunities and resources in order to help you along your financial journey. Check out our calendar and join us for one of our events!
Comprehensive & Specialized Financial Services
Storen Financial is an independent investment and accounting firm in the Indianapolis area, serving clients in 43 states. Learn how we can help you develop a comprehensive, long-term financial plan that implements customized tax-saving strategies.
Tax Planning & Preparation
Financial Planning & Investments
Business Services
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Our monthly newsletters are packed with educational resources, hot topics and info on new regulations, as well as upcoming events and team news. (Click here to read our newsletters.)
Why choose storen financial?
A Unique Approach to Financial Services
With expertise in investing, IRAs, financial planning, tax preparation, and accounting, we offer services that cover all areas of your financial concerns under one roof.
Holistic Perspective
Fiduciary Standard
In advisory relationships, acting in our clients’ best interest is at the heart of everything we do.
Tax Expertise
Focused on helping minimize tax liabilities and maximize future opportunities in all areas.
Commitment to Education
Resources to help you along your financial journey.
Resources to help you along your financial journey.
Get to know Storen Financial…
A local institution for over 50 years with a focus on team, family, and community involvement, we pride ourselves on forward thinking innovations and dedicated customer service. We offer year-round, comprehensive options that implement tax-saving strategies to help individual and business clients pursue financial goals.
Learn more about our services, team, and core values in our welcome video…
testimonials
What are others saying about Storen Financial?
Would Recommend Without Reservation
My wife and I have been clients of Storen Financial since 2013. We have always found Brian, Joseph, and the entire team at Storen very professional, knowledgeable, and helpful. We appreciate that they are very interested in making the most of our investments and very conscientious about watching the impact our decisions have on our overall tax brackets. Brian and the entire team at Storen are never pushy or demanding and are always available to discuss any of our concerns. We are very pleased and would recommend the services of Storen Financial without reservation.*
Exceptional Experience
I am so happy that I was referred to Storen Financial. It has been an exceptional experience thus far. They have helped to insure that my business/billing is being completed correctly, that my taxes are being calculated accurately, and that overall my business is protected. My business is in the best possible position it can be in thanks to Storen Financial.*
Fantastic Team of Professionals
Storen Financial has a fantastic team of professionals that provide outstanding Tax and Accounting services for our small business. Storen has aided us in growing our business by allowing us to concentrate on operating our business to better serve our customers and increase sales/ revenue, while Storen provides us time savings and the invaluable services of business accounting and tax liability strategies. The Storen Financial staff, from the front desk to the back offices, is always kind, polite and a pleasure to work with.*
*This statement is a testimonial by a client of the financial professional as of 01/19/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Learn from our QuickBooks Advanced Certified ProAdvisor
Our goal at Storen Financial is to help our business clients become more efficient, more profitable, and all around better businesses. With this goal in mind, we’ve developed training courses aimed at isolating the most commonly asked questions and setting your business up for future success.
Led by our Advanced Certified ProAdvisors, our unique training environment will allow you to gain valuable best practice experience, specific training on common functionalities, and troubleshooting tips to help maximize your efficiency.
Erika Lewis
Business Services Director
LEARN MORE
Read the latest news and resources on our blog
Event: Innovative Alternatives to Long-term Care – May 16
Learn more: Asset-based long-term care, an innovative alternative to traditional long-term care insurance. Join us for this complimentary, client-only event on May 16th, where Storen Financial's Investment team along with OneAmerica representative, Scott Hall, will...
Video: What are our Financial Toolbox Events?
VIDEO: Click here to watch on YouTube. Financial Advisor, Ronnie Jackson, shares information about our Financial Toolbox Events. Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and helpful information from our...
How Long Should I Keep My Tax Returns?
Read what Joy Taylor, Editor of Kiplinger Tax Letter, has to say about how long you should keep your tax returns. Article from Kiplinger As a general rule, you should keep your tax returns and supporting documents for at least three years from the due date of your...