Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer Member FINRA/ SIPC (finra.org/sipc.org). Insurance products are offered through LPL or its licensed affiliates. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations |... Read More about Jimi Kim, MBA-MIM - Old National Wealth Advisors

Centier is Indiana's largest private family-owned bank, with award-winning service that ranks top in the state and nationally as a best bank. We proudly provide branch services to Zionsville, IN and its surrounding communities. We understand everyone's financial journey and needs are different. Let us know how we can help you with checking and savings accounts, mortgages, personal loans, mobile... Read More about Centier Bank

Old National Bank is your bank for Zionsville. Our focus is on helping you achieve your financial goals and working to strengthen the communities we serve in Illinois, Indiana, Iowa, Kentucky, Michigan, Minnesota, North Dakota, Tennessee, and Wisconsin. At Old National, you will find financial services for all of life, including personal and business banking, mortgages, investments, wealth management, online... Read More about Old National Bank

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future. Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy