Tradewell Tax & Financial

Tradewell Tax & Financial is a Tax Attorney in Fort Wayne, IN, located at 130 W Main St #100. The firm operates as a boutique financial planning and professional services organization that serves families, retirees, and pre-retirees. It functions as a family office focused on helping clients achieve financial independence through custom-tailored guidance. The in-house team includes Enrolled Agents, Elder Law Attorneys, Fiduciary Investment Advisers, Tax Advisers, and Insurance Professionals. The firm offers coordinated services in income planning, investment planning, tax planning, healthcare planning, and estate planning. It holds a rating of 4.30 based on customer reviews.

As a fee-based, fiduciary investment advisory firm, TradeWell is legally obligated to act in clients' best interests. The firm’s process begins with learning about individual goals and exploring how to optimize income, assets, tax strategies, and legal concerns under one roof. Their investment strategies are designed with risk management at the forefront and can serve as either a complete portfolio or as a core holding to add to current investments. Each portfolio is designed to meet personal tolerance for risk and long-term goals. The firm aims to provide financial peace of mind and help retirees pursue their dreams with confidence.

Tradewell Tax & Financial is known for its positive rating from the customers who have reviewed it. This reflects the firm's standing in Fort Wayne as a provider of integrated financial and legal services for retirement planning.

The office sits on W Main St in Fort Wayne, Indiana, just steps from the West Main Street road and near The Landing Historic District and the Fisher Brothers Paper Co. Building.

BizScoreAI awards the firm a technical score of 95 out of 100, ensuring the website is secure and readable by search engines without errors. The business also achieves a discoverability score of 88 out of 100, which allows AI crawlers to access every page and enables AI assistants to recommend the firm.