Halter Ferguson Financial Inc - Carmel, Indiana

Address: 13080 Grand Blvd Ste 130, Carmel, IN 46032, United States.
Phone: 3178750202.
Website: hffinancial.com
Specialties: Financial planner, Financial consultant, Investment service.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 52 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Halter Ferguson Financial Inc

Halter Ferguson Financial Inc 13080 Grand Blvd Ste 130, Carmel, IN 46032, United States

☎️3178750202

⏰ Open Hours of Halter Ferguson Financial Inc

Monday: 8 am–5 pm
Tuesday: 8 am–5 pm
Wednesday: 8 am–5 pm
Thursday: 8 am–5 pm
Friday: 8 am–5 pm
Saturday: Closed
Sunday: Closed

Introduction to Halter Ferguson Financial Inc.

Halter Ferguson Financial Inc. is a distinguished financial planning and investment service firm dedicated to providing comprehensive and personalized financial solutions. Situated in Carmel, Indiana, at 13080 Grand Blvd Ste 130, the firm operates with a commitment to building long-term relationships with its clients, based on trust, transparency, and a deep understanding of their unique financial goals. The firmâs dedication extends beyond mere transactions; it focuses on holistic financial well-being, encompassing retirement planning, investment management, estate planning, and wealth preservation. They pride themselves on a client-centric approach, ensuring that each individual receives tailored advice and strategies to achieve their specific aspirations.

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Location and Contact Information

Clients can readily access Halter Ferguson Financial Inc. at their convenient location: Address: 13080 Grand Blvd Ste 130, Carmel, IN 46032, United States. For immediate inquiries or to schedule an appointment, prospective clients can reach them via telephone at Phone: 3178750202. The firmâs website, hffinancial.com, serves as a valuable resource for exploring their services, accessing educational materials, and staying updated on market trends. This online platform allows clients to easily navigate the firmâs offerings and connect with their dedicated team.

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Specialties and Services

Halter Ferguson Financial Inc. specializes in a wide array of financial planning services, catering to diverse client needs. Their core competencies include:

Financial Planning: Developing customized financial plans that align with clientsâ short-term and long-term objectives.

Investment Service: Offering sophisticated investment strategies, portfolio management, and access to a broad range of investment products.

Retirement Planning: Creating comprehensive retirement plans to ensure financial security in the years to come.

Estate Planning: Providing guidance on estate planning strategies to protect assets and ensure a smooth transfer of wealth.

Wealth Preservation: Implementing strategies to safeguard and grow clientsâ wealth over time.

Furthermore, the firm emphasizes a proactive approach, regularly reviewing and adjusting financial plans to adapt to evolving market conditions and client life changes. They consistently strive to deliver optimal outcomes, prioritizing client interests above all else.

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Accessibility and Amenities

Halter Ferguson Financial Inc. is committed to providing a comfortable and accessible environment for all clients. The office is equipped with several features designed to enhance the client experience, including:

Online Appointments: Clients can schedule appointments conveniently through the firmâs website or by phone.

On-Site Services: Dedicated professionals are available to provide personalized consultations and support.

Wheelchair-Accessible Car Park: Ample parking is available for clients with mobility challenges.

Wheelchair-Accessible Entrance: The building features a wheelchair-accessible entrance, ensuring easy access for all visitors.

Wheelchair-Accessible Toilet: Accessible restroom facilities are available on-site.

Toilet Facilities: Standard restroom facilities are available.

Appointments Recommended: While walk-ins are sometimes accommodated, scheduling an appointment is highly recommended to ensure optimal service and attention.\n

The firmâs commitment to inclusivity is evident in its efforts to create a welcoming and accommodating environment for all clients.

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Client Testimonials and Reputation

Halter Ferguson Financial Inc. boasts an impressive reputation, as evidenced by its consistently high ratings on Google My Business. Currently, the company maintains an average rating of 5/5, reflecting overwhelmingly positive client experiences. The numerous reviews (a total of 52) highlight the firmâs dedication to providing exceptional service and building strong client relationships. Feedback frequently praises the teamâs honesty, care, and expertise. Several clients have noted the profound impact the firm has had on their financial well-being, particularly during times of significant life transitions. One clientâs experience, detailing the support received following a spouseâs passing, underscores the firmâs compassionate approach and unwavering commitment to clientsâ needs during challenging circumstances. The consistent praise for the team â specifically mentioning Brad, Tiffany, and the entire HFF team â points to a collaborative and supportive work environment that translates into superior client service. Itâs clear that Halter Ferguson Financial Inc. fosters a culture of trust and dedication, contributing to its strong reputation and loyal client base. The emphasis on continuous learning and professional development within the team further strengthens their ability to provide insightful and effective financial guidance.

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Conclusion

In conclusion, Halter Ferguson Financial Inc. represents a reliable and experienced partner for individuals and families seeking comprehensive financial planning and investment services. With a prime location, a dedicated team, and a commitment to client satisfaction, the firm is well-positioned to help clients achieve their financial goals and secure their financial future. Their dedication to accessibility and a client-centric approach further solidifies their position as a leading provider in the industry.

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👍 Reviews of Halter Ferguson Financial Inc

Halter Ferguson Financial Inc - Carmel, Indiana

Hedy Z.

5/5

My husband and I were referred to Halter Ferguson Financial Inc. many years ago by a coworker of his. Brad, Tiffany and the entire HFF team have been more than helpful. They are honest, caring, and very knowledgeable. We have recommended them to family and friends who have also been very pleased with their experiences.

My husband died two years ago. He knew that he was leaving me in great hands with the Halter Ferguson Financial team. They have been very supportive and are helping me to understand our investment portfolio. I can’t imagine this journey without them.

Bill C.

5/5

My wife and I decided to be clients of Halter Ferguson Financial because I had observed what a good job of asset management HFF had done over the years with a non-profit organization in which I'm heavily involved. I like their long-term perspective as well as their close attention to our financial desires. I feel that they research their investments carefully. The agents we've come to know are personable, and they actively look out for our well being.

Caroline J.

5/5

I have trusted my investment funds to Halter Ferguson Financial for almost twenty years now. I have been very comfortable turning my funds over to them and have always been very pleased with the service I have received. Both Brad and his late father Scott have tailored my investments to my unique situation and HFF encourages me to communicate with them whenever I have a question no matter how small. HFF offers financial planning as part of their services, and I recently did this process with Tiffany and learned so much about my present and future financial situation. I enjoy working with Kelly, Lisa and Teresa also!
It's a pleasure to deal with the entire Halter Ferguson Financial team, and I would recommend them to anyone who is looking for personalized, intelligent investment and financial services.

Kristen S.

5/5

My husband and I began financial planning and retirement fund management with Halter Ferguson Financial earlier this year. I have always been unsure of and intimidated by the thoughts of long-term financial management and never really knew where to start. The staff at HFF has made the process of gaining control of our finances much less intimidating than I could have imagined. Working with Bradford and Tiffany (and their amazing support staff Lisa and Kelly) has been straightforward, super convenient, and far less scary that I ever thought possible. The outstanding service and personal attention has been amazing. My husband and I have much more peace of mind understanding where we stand financially and knowing that we have this great group of people to guide us through decisions that will help us reach our long-term financial goals.

Meredith V. H.

5/5

Our experience with Halter Ferguson has been exceptional. I recently took over all of my mother's financial affairs and quickly realized that her portfolio was not well managed. I was referred to HF by one of its long-standing clients. The transition to HF has been seamless. From the start, the HF has shown that their priority is understanding our values, goals, priorities and circumstances. We feel so blessed to have the support and guidance of the exceptional HF team as we move forward. The HF team's dedication to the client, professionalism, integrity, expertise and caring demeanor sets it apart from other investment firms and financial advisors.
I highly recommend your services to all those seeking sound financial planning and investment strategies.

Doug P.

5/5

Halter Ferguson has been managing our retirement funds since I retired in 2008. Brad and Scott, his late father, have been doing an outstanding job in meeting our financial needs. I have total faith in their expertise and track record which gives us peace of mind. In addition to managing our funds the firm also provides financial planning. Tiffany White does an outstanding job with financial planning to meet our needs. The staff, Kelly, Lisa, and Teresa are extremely professional, easily accessible, and go the extra mile to assist us with our needs or request. As a result, I highly recommend this firm to individuals who are looking a professional financial service with a proven track record, providing peace of mind while addressing your financial needs.

Shirley H.

5/5

We have been with HFF for over 20 years. As our goals have changed over time, meet with Tiffany and the staff to reassess our needs and keep our long term plan in place. It is reassuring to know that Brad is always looking out for our best interests with our investments. With their guidance over the years, we have never been in a panic during unsettling times. We are now enjoying retirement to it's fullest in part because of their management of our life savings.

Nancy H.

5/5

We have been working with Bradford & Tiffany at Halter Ferguson for about 6 months. They are both highly intelligent, well educated and genuinely nice people. Our experience with them and the whole HF staff has been great. It's not just about your investments, it's about how you want to live your life. They take you through a series of questions and activities that really help you prioritize things and then structure your portfolio to get you there. My only regret is that we didn't do this 10 years sooner!