Susan Elser

Susan Elser Email and Phone Number

President @ Elser Financial Planning
Indianapolis, IN, US
Susan Elser's Location
Indianapolis, Indiana, United States, United States
Susan Elser's Contact Details
About Susan Elser

Susan is a fee-only advisor held to the highest fiduciary standards and continuing education requirements in the industry. She does not receive product commissions and provides advice strictly in her client’s best interest. Through careful examination of their entire financial picture, she develops solutions and customized financial strategies to help her clients achieve their objectives. Her clients feel comfortable having a long-term relationship based on trust.Specialties: Retirement and Estate Planning, Professional Investment Management, Charitable Strategies, Business Succession Planning

Susan Elser's Current Company Details
Elser Financial Planning

Elser Financial Planning

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President
Indianapolis, IN, US
Susan Elser Work Experience Details
  • Elser Financial Planning
    President
    Elser Financial Planning
    Indianapolis, In, Us
    View
  • Elser Financial Planning
    President
    Elser Financial Planning 2004 - Present
    8365 Keystone Crossing, Suite 105 Indianapolis, In 46240
    Comprehensive, fee-only financial planning and investment management
    View
  • Oxford Financial Group, Ltd.
    Sr. Client Service Manager
    Oxford Financial Group, Ltd. 2000 - 2004
    View
  • Charles Schwab & Co
    Broker
    Charles Schwab & Co 1996 - 2000

Susan Elser Skills

Estate Planning Retirement Investment Management Strategic Financial Planning Financial Advisory Financial Planners Wealth Management Retirement Planning Wealth Succession Planning Investment Strategies Investment Advisory Asset Allocation Finance Personal Finance Tax Personal Financial Planning 401k High Net Worth Individuals Mutual Funds Investments Long Term Care Disability Insurance Asset Management Life Insurance Portfolio Management Fee Only Financial Planning

Susan Elser Education Details

Frequently Asked Questions about Susan Elser

What company does Susan Elser work for?

Susan Elser works for Elser Financial Planning

What is Susan Elser's role at the current company?

Susan Elser's current role is President.

What is Susan Elser's email address?

Susan Elser's email address is su****@****ser.com

What is Susan Elser's direct phone number?

Susan Elser's direct phone number is +131773*****

What schools did Susan Elser attend?

Susan Elser attended Indiana University Bloomington, Bosse.

What are some of Susan Elser's interests?

Susan Elser has interest in Cooking, Exercise, Investing, Traveling, Outdoors, Electronics, Home Improvement, Diet, Reading, Fitness.

What skills is Susan Elser known for?

Susan Elser has skills like Estate Planning, Retirement, Investment Management, Strategic Financial Planning, Financial Advisory, Financial Planners, Wealth Management, Retirement Planning, Wealth, Succession Planning, Investment Strategies, Investment Advisory.

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