Financial Advisors & Resources in Indianapolis
Please refer to the following list of financial resources and financial advisors in the Indianapolis area (including Boone, Hamilton, Hancock, Hendricks, and Marion Counties in Indiana) that focus on the financial needs of senior citizens (older adults & the elderly).
Senior's Equity Income, Inc.
1-(317) 231-1320
www.seniorsequityincome.com
— Senior's Equity Income, Inc. routinely closes reverse mortgage loans that other companies just won't touch because of our experience in the industry. For most seniors this will be the biggest financial decision they make. Be certain that you call "A Reverse Mortgage Expert".
Go Direct®
800-333-1795 • www.GoDirect.org
— Seniors can prevent identity theft by switching to direct deposit, which eliminates the risk of stolen checks and forgeries. It’s also easier and more convenient than paper checks, because the payment goes straight into your bank account. It’s fast, easy and free to switch to direct deposit.
Hamilton County Money Management Program • 317-913-5535
Indiana Department of Revenue
100 N. Senate Ave. • 317-232-2240
Internal Revenue Service - Federal
575 N. Pennsylvania St. • 800-829-1040
Free tax counseling for the elderly (TCE) and Volunteer Income Tax Assistance (VITA). Home-bound taxpayers can ask for a volunteer home visit.
Momentive - Consumer Credit Counseling Services
615 N. Alabama St., Ste. 134 • 317-266-1300