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        Tradewell Tax & Financial is a Fort Wayne based, fee-based investment advisory firm specializing in custom-tailored financial and estate planning. We take a conservative approach in protecting your retirement vehicles.

        General Info
        At TradeWell Tax & Financial our mission is to help clients take advantage of financial opportunities and risk reduction by providing them with the latest products and services. We offer annuities, investment management and tax planning strategies. We are Fort Wayne Financial Planner, Investment Advisor and are a Fort Wayne fee-based investment advisory firm. Our specialists include; Annuity sales representatives, financial planners, investment advisor representatives, Insurance sales representatives, accountants, CPA and attorney's
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        Services/Products
        Collectively, the entire staff has over 65 years of experience in working with retirees and pre-retirees in the areas of estate planning, legal, investment advisory services, insurance, annuities, immediate annuities, fixed annuities, tax strategies and life insurance. Mike Albertson is also an Investment Advisor Representative (IAR) Securities are offered through USA Financial Securities. Member FINRA/SIPC. A Registered Investment Advisor. 6020 East Fulton Street Ada, MI 49301.Our clients are located all over the USA. Mike Albertson is currently a Indiana licensed insurance agent and also holds the proper licensure to sell annuities, index annuities, fixed annuities, immediate annuities, insurance and life insurance in the following states: AL, AZ, AR,CA,CO,CT,DE,DC,FL,GA,ID,IL,IN,IA,KS,KY,LA,ME,MD,MI,MN,MO,NE, NH,NJ,NC,OK,OR,PA,RI,SC,TN,TX,VA,WA, WV and WI.
        Payment method
        all major credit cards
        Location
        Off Coldwater between Dupont and Wallen Rd, at the intersection of Till Rd.
        Amenities
        Annuities, Index Annuities, Investment Advisory Services, Legal and Tax prep and planning.
        Associations
        Our clients are located all over the USA. Mike Albertson is currently a Indiana licensed insurance agent and also holds the proper licensure to sell annuities, index annuities, fixed annuities, immediate annuities, insurance and life insurance in the following states: AL, AZ, AR,CA,CO,CT,DE,DC,FL,GA,ID,IL,IN,IA,KS,KY,LA,ME,MD,MI,MN,MO,NE, NH,NJ,NC,OK,OR,PA,RI,SC,TN,TX,VA,WA, WV and WI.
        Other Link

        http://tradewelltax.com

        Categories
        Attorneys, Annuities & Retirement Insurance Plans, Financial Planners, Investment Advisory Service, Tax Return Preparation

        Reviews

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        anonymous

        08/19/2013

        Provided by Superpages
        Overall

        Very nice tax accountant helped me with estimated tax problems. She was able to answer all of my questions and I had quite a few.

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        Details

        Phone: (260) 490-2084

        Address: 9604 Coldwater Rd Ste 103, Fort Wayne, IN 46825

        Website: http://tradewelltax.com

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