Bedel Financial Consulting Inc

  • Financial Services
  • Indianapolis IN
  • 33 employees
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Company Overview

Headquarters
8940 N River Crossing Blvd, Indianapolis IN
Website
bedelfinancial.com
Phone
(317) 843-1358
Employees
33
Founded in
1989
Industry
Financial Services
NAICS Code
NAICS Code 52 Companies
NAICS Code 523 Companies
NAICS Code 52393 Companies
NAICS Code 5239 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$5B

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Who is Bedel Financial Consulting Inc

Bedel Financial Consulting, Inc. is a comprehensive wealth management firm based in Indianapolis, Indiana. The company employs 33 individuals and generates approximately $5.1 million in annual revenue. Bedel Financial Consulting is a fee-only firm, meaning they do not sell products or receive commissions, prioritizing transparent and client-focused service. Bedel Financial Consulting provides a range of financial and investment services designed to help clients achieve financial clarity and security. Their services encompass financial planning and investment management, tailored to meet each client's unique needs and goals. The firm specializes in working with younger clients through their GenerationNeXt™ service, which guides individuals aged 25-40 in establishing a solid financial foundation. The firm distinguishes itself through its multidisciplinary approach, employing a team of financial planners and investment managers. This unique structure allows for a thorough and balanced planning process, ensuring all aspects of a client's financial situation are addressed. Bedel Financial Consulting's team boasts highly-credentialed professionals holding prestigious designations such as Certified Financial Planners (CFP®), Certified Investment Management Analyst (CIMA®), and Chartered Financial Analysts (CFA), reflecting their commitment to excellence in the field of wealth management. For inquiries or to learn more about Bedel Financial Consulting's services, interested parties can visit their website at bedelfinancial.com.

Bedel Financial Consulting Inc Industry Tags

Wealth Management
Financial Planning
Investment Management
Retirement Planning
College Funding
Charitable Gifting
Insurance Planning
Tax Planning
Estate Planning
Retirement Plan Consulting
Institutional Services
GenerationNeXtâ„¢
Financial Education
Financial Services
Financial Advisory Services
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Bedel Financial Consulting Inc Tech Stack

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FAQ

What is the location of Bedel Financial Consulting Inc's headquarters?
The headquarters of Bedel Financial Consulting Inc are situated at 8940 N River Crossing Blvd, Indianapolis IN
What is Bedel Financial Consulting Inc's phone number?
Bedel Financial Consulting Inc's contact number is (317) 843-1358.
What is Bedel Financial Consulting Inc's official website?
The official website of Bedel Financial Consulting Inc can be found at bedelfinancial.com.
What is Bedel Financial Consulting Inc's current revenue?
As of May 2014, Bedel Financial Consulting Inc's annual revenue reached $5B.
How many employees does Bedel Financial Consulting Inc currently have?
Bedel Financial Consulting Inc employs approximately 33+ people as of May 2014
Which industries is Bedel Financial Consulting Inc primarily operating in?
Bedel Financial Consulting Inc operates in the following industries: Credit, Finance
What are Bedel Financial Consulting Inc's industry tags?
Bedel Financial Consulting Inc's industry tags include: Wealth Management, Financial Planning, Investment Management
When was Bedel Financial Consulting Inc founded?
Bedel Financial Consulting Inc was founded in 1989.

Employee Directory

Key Employees

Evan Bedel

President

Phone Email

Cassi Vanderpool

Chief Operations Officer

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Alex Golding

Operations Specialist and Investment Assistant

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Amy House

Technology Manager & Digital Marketing Specialist

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