Bedel Financial Consulting, Inc. is a comprehensive, fee-only wealth management firm dedicated to helping clients achieve financial clarity and security. As a fee-only financial and investment services firm, our clients can rest assured knowing that we do not sell any products nor do we ever receive any form of commission. With approximately $2 billion in actively managed assets, Bedel Financial Consulting is one of the top 25 Women-Owned Registered Investment Advisors (RIAs) in the country, according to WealthManagement.com, and one of the Top 100 Financial Advisors in America, according to CNBC.
We strive to meet your unique planning needs with a team comprised of two professionals with different disciplines, financial planning, and investment management. With this rare approach, we can provide a thorough planning experience to ensure all aspects of your plan are considered and addressed before taking a step forward. Moreover, your plan is tailored to your unique situation with a balanced investment strategy that ensures a complete assessment of your financial standing. Our multidisciplinary approach empowers you and allows us to be 100 percent committed to your success. Our highly credentialed staff hold the premier designations in our industry, Certified Financial Planners (CFP®), Certified Investment Management Analyst (CIMA®), and Chartered Financial Analysts (CFA), reflecting their dedication to the field of wealth management. Just starting out? Our GenerationNeXt™ service is intended to partner with those between 25-40 seeking to establish a solid financial foundation. Our GenNeXt™ team works to progressively guide the next generation of wealth accumulators towards their own affluent path. Due to the current regulatory environment, Bedel Financial Consulting, Inc. does not accept recommendations or endorsements.
Financial Advising & Planning for Financial Services Firm
Business ConsultingFinancial Advising & Planning
$200,000 to $999,999
July 2020 - Feb. 2022
5.0
Quality
5.0
Schedule
5.0
Cost
4.5
Willing to Refer
5.0
"We had a great partnership."
Jun 10, 2022
Employee, Financial Services Firm
Anonymous
Financial services
Kansas City, Missouri
501-1,000 Employees
Survey Response
Bedel Financial Consulting provided financial advising and planning for a financial services firm. The pricing structure of the vendor matched the client's budget.
Thanks to Bedel Financial Consulting, the client gained more customers. Throughout the engagement, they communicated through virtual meetings, phone calls, and emails.
BACKGROUND
Briefly describe what your company does and your role there.
help with finance
OPPORTUNITY / CHALLENGE
What were your company's goals when you started looking for a partner?
stable and great service
SOLUTION
Describe the scope of your partner's work with your company. Please include a summary of any key tasks or deliverables.
We had a great partnership, very effective and efficient
How many people does your company work with?
2-5 people
How did you find this provider?
Online search
Why did you choose to work with them?
Positive reviews and ratings
Close to my geographic location
Pricing fits our budget
RESULTS & FEEDBACK
What are the results or deliverables of this partnership that demonstrate progress or success?
more customers
How does your team communicate with this service provider?
Virtual Meetings
Phone calls
Email or Messaging App
Project Management platform
Are there any areas for improvement or something this service provider could have done differently?
no
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
4.5
Value / within estimates
Willing to Refer
5.0
NPS
Showing 1-1 of
1 Reviews
Locations (1)
8940 N River Crossing Blvd, IndianapolisIndianapolis, IN,
United States46240
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