Bedel Financial Consulting - Indianapolis, Indiana

Address: 8940 River Crossing Blvd Suite 120, Indianapolis, IN 46240.
Phone: 78431358.
Website: bedelfinancial.com
Specialties: Financial consultant, Investment service.
Other points of interest: Identifies as women-owned, Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, LGBTQ+ friendly, Appointment required, Appointments recommended.
Opinions: This company has 48 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Bedel Financial Consulting

☎️78431358

⏰ Open Hours of Bedel Financial Consulting

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 Bedel Financial Consulting

Nestled in the heart of Indianapolis at 8940 River Crossing Blvd Suite 120, Indianapolis, IN 46240, Bedel Financial Consulting stands as a beacon of financial wisdom and investment expertise. With a phone number 78431358, they are just a call away for those seeking personal financial guidance and investment services. Their online presence is robust, offering a digital appointment booking system through their website.

Key Features and Specialties

Bedel Financial Consulting specializes in providing top-tier Financial Consulting and Investment Services. Their commitment to clients is evident in their approach, which includes

Personalized financial planning
Comprehensive investment services
Support through major life events and long-term financial goals

Notably, as a women-owned business, they celebrate diversity and inclusivity, making their services accessible to everyone, including those with wheelchair accessibility needs, with features like an accessible entrance, parking lot, and restroom.

Recommendations and Important Information

For anyone considering financial advice or investment planning, Bedel Financial Consulting offers a plethora of benefits:

- Online Appointments: Convenience is key with the option to book appointments from anywhere.
- Onsite Services: For those who prefer face-to-face interaction, onsite services are available.
- LGBTQ+ Friendly: A welcoming environment for all clients.
- Appointments Required: Ensures personalized attention for each client.
- Highly Rated: With an average opinion of 5/5 based on 48 reviews on Google My Business, clients rave about the quality of service, responsiveness, and long-term support.

Reviews often highlight the personal touch and commitment to financial well-being, with families praising their guidance over decades. For instance, one client shared, "My family has been clients at Bedel Financial for over 10 years. They've been instrumental in managing our finances and preparing for life's major milestones."

How to Connect with Bedel Financial Consulting

To embark on your financial journey with Bedel Financial Consulting, it's recommended to:

- Visit their website at bedelfinancial.com to explore services and perhaps schedule an online appointment.
- Call them directly at 78431358 for immediate assistance or inquiries.
- Consider making an onsite appointment, especially if you prefer direct interaction or have specific questions that require personalized attention.

👍 Reviews of Bedel Financial Consulting

Bedel Financial Consulting - Indianapolis, Indiana

Jennifer Z.

5/5

My family have been clients at Bedel Financial for over 10 years. They have been great in helping us manage our long term finances, prepare for retirement, college and other major life expenses. Evan and Kate are always so responsive to our questions. When we have had major unexpected life circumstances, they are always available to give advice and set us up for success. We highly recommend Bedel Financial, wherever you are on your financial life journey.

Brock H.

5/5

My wife and I started investing with Bedel early last year and couldn’t be happier. Kate and Austin have been such a huge help and are very knowledgeable in their field. Looking forward to what the next couple of years have to come.

Nadia V.

5/5

We love working with Bedel Financial! Our advisors Kate and Austin have really helped us understand our finances and have helped us plan for our future. We are very grateful to be working with them.

Madison C.

5/5

Love working with Kate and Anthony. They are great at helping us understand our finances and are super accessible when we really need them!

Haley S.

5/5

We have been working with Kate and Austin for a few years now and we’ve been impressed since the very beginning! They’re personable and knowledgeable, so our meetings are collaborative in a way that makes me feel comfortable discussing the daunting world of finance.

The plans they have put together have helped set us up to be confident in our financial future. I couldn’t recommend our Bedel Team more highly.

Lynn L.

5/5

I have been a client of Evan's for over ten years. His personal hands on approach to client service is unmatched. Working with Kate and the other members of the client account management team has been an exceptional experience. I have full trust and faith in the Bedel Financial Team!

Jeffery S.

5/5

My wife and I have been clients of Bedel Financial for fourteen years and during this time they have always met or exceeded our expectations. The diversified financial plan created for us has been serving us well. Communication with the firm has always been outstanding whether in person, phone calls or on-line and our questions are answered promptly. Transparency is important and Bedel Financial has always provided a high level of that. Also, being a fee-only adviser simplifies things, so there are never any surprises.

Now our two married daughters are starting their families and because of our positive experience we encouraged both to explore using Bedel for their financial planning needs. Both did and are now clients, with financial plans in place.

These days, when it is rare to find truly excellent customer service Bedel continues to deliver it to our family.

Jeff Stevens

Jo A. B.

5/5

When I retired, I was stressed about investing and spending my nest egg after decades of solely focusing on saving it. I sought expertise and as a fee-only firm with solid credentials, Bedel was at the top of my list. Sarah and David have exceeded my expectations with not only the investment perspective but financial aspects that had not even hit my radar. And they make it easy to discuss both broad and personal topics. I am grateful to have connected with them.