Brunette & Associates Llc

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Description

  • Brunette & Associates LLC is an independent wealth management firm located in downtown Indianapolis that specializes in a holistic approach to financial planning. With a combined total of eighty years experience in the field, we have continued to build and grow our business by partnering with our clients.At Brunette & Associates, we work to help implement the simplest solutions like opening a college savings fund for your children, to more complex issues like tax-sensitive investments and distributions, retirement projections, and estate planning.We feel our long-term relationships are a direct result of our proactive approach to service and financial planning. Through our Consolidated Wealth Management Group, we are able to provide our clients with a regular report on their entire portfolio, along with personalized recommendations that follow our strategic approach to wealth management.Securities offered through First Allied Securites, Inc., A registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc. A registered Investment Adviser.www.finra.orgwww.sipc.org
  • location

    Headquarters:500 East Ohio Street Suite 200, Indianapolis, Indiana, United States

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  • Brunette & Associates Llc phone

    Phone Number: +1 317-238-6582

  • Brunette & Associates Llc website

    Website: https://www.brunetteandassociates.com

  • Brunette & Associates Llc employees

    Employees:20

  • Brunette & Associates Llc revenue

    Revenue:$1 - 10M

  • Brunette & Associates Llc legal name

    Legal Name:Brunette & Associates Llc

  • Brunette & Associates Llc's Social Media

    Brunette & Associates Llc linkedin
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  • |  NAICS Code: 524126  |

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Person level website identification

Partner for Brunette & Associates Llc

Brad Stewart

Partner

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View Employees

Brad Stewart

Partner

Dan Brunette

Partner

Brenda Ramsey

Partner

Tj Ehrman

Wealth Manager

Matt Liffick

Wealth Manager

Frequently Asked Questions regarding Brunette & Associates Llc

  • Where are Brunette & Associates Llc's Headquarters?

    Brunette & Associates Llc's Headquarters are in 500 East Ohio Street Suite 200,Indianapolis,Indiana,United States

  • What is Brunette & Associates Llc's phone number?

    Brunette & Associates Llc's phone number is +1 317-238-6582

  • What is Brunette & Associates Llc's official website?

    Brunette & Associates Llc's official website is https://www.brunetteandassociates.com

  • What is Brunette & Associates Llc's Revenue?

    Brunette & Associates Llc's revenue is $1 - 10M

  • What is Brunette & Associates Llc's NAICS code?

    Brunette & Associates Llc's NAICS code is 524126

  • How many employees are working in Brunette & Associates Llc

    Brunette & Associates Llc has 20 employees

  • What is Brunette & Associates Llc's Industry?

    Brunette & Associates Llc is in the industry of Financial Services

  • Who is Brunette & Associates Llc's Partner?

    Brunette & Associates Llc's Partner is Brad Stewart

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