Tradewell Tax & Financial - Fort Wayne, Indiana

Lynne K.

I came to Tradewell based on a recommendation from a good friend. I have been working with the Tradewell team for 10 months now and have found them all to be knowledgeable, courteous and informative. I moved all of my investments to Tradewell for my retirement planning. Additionally, they provided in-office attorney assistance for writing of my will and health care representative, as well as my living will. They also have an in-office health insurance expert who is assisting me with review of best options for marketplace plans since I have opted for early retirement and do not yet qualify for Medicare.

Tradewell has been able to meet of all of my planning needs with the various experts all in one office. They offer such complete services with their team which is large enough to meet the needs of all customers and yet small enough to invest a personal interest in each person to whom they provide their services.

I would highly recommend the Tradewell team for all of your investment planning needs!

Ryan A.

I came to Tradewell on the recommendation of a good friend of mine who sent me a couple of their articles on managing risk and planning for inflation in retirement.

I'd always been more of a DIY guy when it came to managing my money and planning for retirement, but I figured that there were probably a number of things that I was overlooking so I came in and talked to the good people at Tradewell to make sure I was on track.

Well as it turns out, there were a number of fees associated with some of my mutual funds that I hadn't taken into account, as well as some adjustments to my risk strategy that they recommended I take. I moved my accounts over for them to manage and now I'm confident that I'm in a much better position for retirement, not to mention that the back of my mind stress that was nagging at me is gone now too!

I highly recommend the team at Tradewell for financial management, and I'll be going back soon to work with their in-house elder law attorney to get my estate planning taken care of as well.

Wes R.

My family has worked with Tradewell for many years. The entire Tradewell team is considerate and professional. Mike Albertson is a a true expert in his field. We look forward to a long relationship with him and his team.

John K.

Last year tax preparation was great, confirmed our own results. But because we chose to delay our financial journey with this company, they dropped us as clients to do our taxes this year. Beware -

Paul L.

My experience with Terry was absolutely horrible. After our two hour meeting to review my taxes, he told me he would go over my information and get back to me that afternoon with the results. He called two hours later and asked if I was recording our conversation. I told him I had no reason to and that I was not recording it. Then he told me he didn't want to do business with me. When I asked for a reason why, he told me he could not do my taxes for the rate he quoted me. Fine. I then asked how much he would need to charge to get the taxes done. Instead of answering the question, he said he didn't understand why I didn't just have my father do my taxes (since I had explained my father had done them the previous years). I told Terry my father passed away 3 weeks ago so I needed someone else. Terry then told me they don't really want clients like me--they don't want to do simple tax returns. Then why does Tradewell advertise on the radio that they are there to do taxes? Terry then says he just didn't understand why I wasn't investing more of my money. He met me that morning, knew nothing of my situation or financial position, and had the nerve to make assumptions. This was handled so unprofessionally and without any tact at all.

Jim S.

Got a mailing from Mike. It looked like a tax form. You know, the mailer you get with perforations on the side you folks and year off. Then you unfold expecting a W-2 or one of the 1099 forms.
Was actually a come on for a "free" meal you actually have to pay for by listening to his investment seminar.

Josh J.

I have worked with Mike on several occasions and feel very comfortable doing business with him. If honesty and integrity is important to you then look no further then Mike and his team.

Geri J.

I can’t thank you enough for securing my retirement. Thank you Mike and Staff for treating me so well. Tim bakes the best cookies!