Storen Financial

Storen Financial is an established independent investment and accounting firm in the Indianapolis area, headquartered in Zionsville, serving clients in 43 states. A local institution for over 50 years with a focus on team, family, and community involvement, we pride ourselves on forward thinking innovations and dedicated customer service. We offer year-round, comprehensive options that implement tax-saving strategies to help individual and business clients pursue financial goals. Professionals associated with Storen Financial may be either (1) registered representatives with, and securities offered through Simplicity Investments, Member FINRA SIPC and offer investment advice through Storen Legacy Partners, a registered investment advisor; or (2) solely tax professionals of Storen Tax & Financial Group Inc, and not affiliated with Simplicity Investments. Tax/accounting/CPA related services offered through Storen Tax & Financial Group Inc. DBA Storen Financial and Storen Tax & Financial Group Inc. are separate legal entities and not affiliated with Simplicity Investments. Simplicity Investments does not offer tax advice or tax/accounting/CPA related services. Third party posts found on this profile do not reflect the views of Simplicity Investments and have not been reviewed by Simplicity Investments as to accuracy or completeness. The financial professionals associated with Simplicity Investments may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.