TradeWell Tax & Financial

TradeWell Tax & Financial

Financial Services 130 West Main Street 8 employees
Employees
8
Contacts
1
Emails
1

TradeWell Tax & Financial Overview

Headquarters
130 West Main Street
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
8
Founded
2002
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About TradeWell Tax & Financial

TradeWell is a boutique financial planning and professional services firm that has the unique advantage of offering a wide variety of collaborative services all under one roof! We are the only firm in northern Indiana that takes the “Family Office” approach that is usually reserved for the super-affluent. We feature attorneys who specialize in elder law, tax advisors to help you make sense of complicated tax matters, insurance professionals to help you to manage your risk, and investment advisor representatives to pull it all together and help you better plan for a successful retirement.

TradeWell Tax & Financial Contact Details

People in AeroLeads
4
With contact data
1
Email contacts
1
25.0% coverage

TradeWell Tax & Financial Org Chart

Sample employees and titles
Name Title Contact
Terry Ottinger, Ea Tradewell
Email
Tim Gordon
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Carrie Abplanalp Service Advisor
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Nicole Rus Director of Operations at Tradewell Tax
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Employees by Management Level

Individual contributor 4 profiles
Director 2 profiles

Department Contact Coverage

Department Contacts Email Phone
Executive 1 1 0

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