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Fiduciarys in Indiana

Fiduciarys in Elkhart, IN

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6 results found

Faiz Khoja Elkhart, IN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Owner • Chief Executive • Counselor • Custodian • Advisor • Custodial Worker • Cleaners • Certified Nurse Aide • Nurse • Nurse Practitioner • Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Owner at Khoja Wealth Management
Title:
Owner at Khoja Wealth Management, a Fee-Only Advisory Firm
Location:
Elkhart, Indiana Area
Industry:
Investment Management
Work history:
Khoja Wealth Management - Elkhart, Indiana AreaOwnersince Jan 2012Global Financial Group - Elkhart, Indiana AreaFinancial PlannerAug 2011 - Dec 2011
Skills:
Investments, Financial Planning, Disability Insurance, Insurance Planning, Estate Planning, Tax...
Full Profile

Angela Fisher Elkhart, IN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer

Experience & Education

Position:
Fiduciary Officer - Estates at JPMorgan Chase Bank, N.A.
Location:
Elkhart, Indiana Area
Industry:
Banking
Work history:
JPMorgan Chase Bank, N.A. Fiduciary Officer - Estates
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Richard Rogers Elkhart, IN

Professions & Specialties

Attorney At Law • Law Specialist • Fiduciary • Lawyer • Trust Law Attorney • General Practitioner • Physician

Experience & Education

Position:
Sole practitioner at R. W. Rogers, Attny
Title:
sole practitioner Richard W. Rogers, Attorney At Law
Location:
Elkhart, Indiana Area
Industry:
Law Practice
Work history:
R. W. Rogers, Attny - Elkhart County, IndianaSole practitionersince Dec 1981First National Bank of Elkhart Trust OfficerJan 1981 - Jan 1982
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Aaron Coates Elkhart, IN

Professions & Specialties

Trust Law Attorney • Lawyer • Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive • Puchasing and Estimating Manager • Management Analysts • Founding Member • Financial Manager

Experience & Education

Position:
Financial Advisor at Valeo Financial Advisors LLC
Location:
Elkhart, Indiana Area
Industry:
Financial Services
Work history:
Valeo Financial Advisors LLC Financial Advisorsince Oct 2009Relevant Financial Planning LLC OwnerFeb 2008 - Oct 2009
Skills:
Estate planning, legacy planning, tax planning, income drawdown strategies
The Committee for the Fiduciary Standard
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Kristin Antalavits Elkhart, IN

Professions & Specialties

Trust Law Attorney • Lawyer • Account Service Manager • Client Service Officer • Trader • Portfolio Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Customer Service • Financial Manager • Operations Manager • Information Technology Specialist • IT Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • General Practitioner • Physician • Managers

Experience & Education

Position:
Multi-Unit Account Coordinator at Stanz Foodservice, Inc.
Location:
Elkhart, Indiana Area
Industry:
Food & Beverages
Work history:
Stanz Foodservice, Inc. Multi-Unit Account Coordinatorsince Jan 2010Martin Capital Management Trader & Asst. Portfolio ManagerJan 2000 - Oct 2009
..tant/Custody Administrator at Investors Fiduciary Trust Comapny
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Stephen De Pue Elkhart, IN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyer • Certified Public Accountant • Tax Preparer • Accounting Bookkeeper • Bookkeeper • Tax Accountant • Chairperson • Owner • Chief Executive • Counselor • Advisor • Accounts Payable • Accounts Payable Specialist • Operations Manager • Construction • Non-Profit • Model • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Bachelor of Science

Experience & Education

Position:
Certified Public Accountant at Stephen E. De Pue, CPA, President at Arctic Clear Products, Inc,...
Title:
Certified Public Accountant
Location:
Elkhart, Indiana Area
Industry:
Accounting
Work history:
Stephen E. De Pue, CPA Certified Public Accountantsince 1995Arctic Clear Products, Inc Presidentsince 1993
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Fiduciarys near Elkhart, IN03691215South BendSturgisGrangerSyracuseWarsawLawrenceNiles


Fiduciarys around Elkhart, IN

Granger  (1)
Lawrence  (1)
Niles  (1)
South Bend  (13)
Sturgis  (2)
Syracuse  (1)
Warsaw  (1)

Fiduciarys in Indiana

Sub-specializations

Fiduciary  (6)