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Local: 765.453.9600
Toll-free: 800.745.7776

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Creative Financial Centre
2704 South Goyer
Kokomo, IN 46902


We are committed to providing quality investment management services using a disciplined investment approach. We understand clients are not looking for an adviser that can just help them accomplish one goal or manage one type of account, but all of their financial goals and accounts. Our managed account platforms allow you to offer services that will service all of your clients' needs.

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