Appleseed Wealth Management is an affiliate of Community State Bank, a financial institution with a rich history of serving its communities dating back to 1931. Our experienced team brings decades of industry expertise to provide high-quality, fiduciary wealth management services designed to prioritize our clients' financial goals. Appleseed is committed to building long-lasting, trusting relationships by offering personalized, transparent advice that drives financial success. As fiduciaries, our team is motivated by your best interests, eliminating the confusion and uncertainty that often surrounds third party financial advice.
Founded to meet the needs of individuals, families, businesses, and not-for profit organizations, Appleseed Wealth Management delivers the same level of trust, care, and attention that Community State Bank has provided its clients for generations. Whether you're planning for retirement, protecting business assets, or building a legacy, Appleseed is here to provide the reliable financial guidance and protection you deserve. We understand the importance of your financial future, and we're dedicated to ensuring that your goals come first.
Company Details
- Employees
- 3
- Founded
- -
- Address
- Space Already
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://appleseedwealth.com
Appleseed Wealth Management Questions
Appleseed Wealth Management's website is http://appleseedwealth.com
Appleseed Wealth Management's LinkedIn profile is https://www.linkedin.com/company/appleseed-wealth
Appleseed Wealth Management has
3 employees.
View email and phone details for 3
employees at Appleseed Wealth Management.
Appleseed Wealth Management's industry is
Financial Services
Appleseed Wealth Management's top competitors are
Insightful Accountant,
Usi Consultants, Inc.,
Howard Bailey Financial, Inc.,
Lake City Bank,
My Benefits, Llc & First Party Administrator, Llc,
Community State Bank, Avilla In,
Abernethy Contracting,
Star Machine,
Junior Achievement Of Northern Indiana,
Noblesville Chamber Of Commerce.
Appleseed Wealth Management's categories are Financial Services
Appleseed Wealth Management's founding year is 2025
