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ClaimFinancial Services
We are a fee-only independent investment advisory firm, which means that we do not provide any proprietary products. We recommend investment products to our clients based on the needs of the client and not based on potential commissions to be generated. In our capacity as a fiduciary, we always have your best interest at heart.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
2 - 9
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Locations
Zionsville, IN
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Year founded
Founded 0
1 Locations
- Zionsville , IN
Service Lines
Select Focus Area
- Financial Advising & Planning
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Industries
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Clients
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