RDW Financial Group

RDW Financial Group

Financial Services Indianapolis, Indiana 5 employees
Employees
5

RDW Financial Group Overview

Headquarters
Indianapolis, Indiana
Industry
Financial Services
Employees
5
Founded
2001
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About RDW Financial Group

At RDW Financial Group, we believe that 𝗸𝗻𝗼𝘄𝗹𝗲𝗱𝗴𝗲 𝗶𝘀 𝗽𝗼𝘄𝗲𝗿, and with that comes peace of mind. That’s why we simplify concepts and create holistic, individualized financial plans. From meeting individually with clients to offering a free learning center to the community, RDW Financial Group has your best interest in mind, and we aim to help you design the future you envision. Our team of professionals strives to educate our clients through relevant financial services, such as: ✔️ RETIREMENT INCOME & SOCIAL SECURITY PLANNING ✔️ PORTFOLIO MANAGEMENT & 401(K) OPTIMIZATION ✔️ TAX PLANNING ✔️ RISK MITIGATION ✔️ LIFE, LONG-TERM CARE, & MEDICARE SUPPLEMENTAL INSURANCE ✔️ PREMIUM FINANCE ✔️ LEGACY & ESTATE PLANNING ✔️ CHARITABLE GIVING ✔️ COLLEGE FUNDING ✔️ STRATEGIC BUSINESS PLANNING Start living the life you’ve earned. Contact Us: 📲 (317) 802-7672 ✉️ Service@RDWFinancialGroup.com 🌐 https://rdwfinancialgroup.com/ 🔗 https://linktr.ee/RDWFinancialGroup (Link in bio) DISCLOSURE Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.

RDW Financial Group Contact Details

People in AeroLeads
4

RDW Financial Group Org Chart

Sample employees and titles
Name Title Contact
Harley Shanklin Senior Financial Advisor at Rdw
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Jeremy Lanteigne Financial Advisor
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Winter Holton Service Team Lead at Rdw Financial Group
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Renee Bath
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Employees by Management Level

Senior / Lead 2 profiles
Manager 1 profile
Individual contributor 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 1 1 0

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