NorthWest Financial Services

NorthWest Financial Services is a financial planner in Indianapolis, IN, located at 9333 N Meridian St #300. It holds a rating of 5.00 based on customer reviews. The firm has assisted clients in achieving their financial goals through comprehensive, objective advice for over 30 years.

Matt Yeiter serves as President and a Financial Planner, overseeing firm management and leading a team of colleagues. He works with clients to develop financial plans that include investment advice, retirement planning, insurance analysis, education funding, charitable giving strategies, and estate planning considerations. He also engages in tax planning and tax preparation. Matt is a member of the Investment Committee, which meets monthly to research and discuss investment strategies. He developed a “NextGen” program aimed at helping the children of clients make sound financial decisions. Prior to joining NorthWest Financial in 2011, he graduated from Cedarville University with a B.A. in Finance and Marketing.

Thomas Gross is the Chief Technology Officer and a Financial Planner. He manages the firm’s hardware and software to enable efficient access to information for employees and clients. In his planning role, he helps clients set actionable goals and objectives, covering investment advice, retirement planning, insurance analysis, education funding, charitable giving strategies, and estate planning. Thomas is also a member of the Investment Committee and helped develop the “NextGen” program. He graduated from Taylor University with a B.S. in Management/Systems before joining NorthWest Financial in 2011.

Aaron Pettersen is the Chief Investment Officer, spearheading the investment strategy for clients by researching investments, conducting trades, and developing portfolio recommendations. He is the Chairman of the Investment Committee.

The firm serves individuals and families from all over the United States and internationally. A typical plan touches on investment advice, tax planning, stock option planning, retirement planning, education funding, insurance analysis, estate planning, and charitable giving strategies. NorthWest Financial charges a semiannual fee based on the percentage of assets managed, which covers all services except tax preparation. The firm conducts an initial complimentary meeting to gather data and identify goals, followed by a follow-up meeting to present a comprehensive plan.

The firm is situated on North Meridian Street, a main road just 30 metres from its entrance, and is located about 0.2 miles from both East 96th Street and West 96th Street. It sits roughly half a mile from the College Crest neighborhood and 0.6 miles from North Meridian Street interstate.

BizScoreAI awarded NorthWest Financial Services a technical score of 97 out of 100. This excellent rating confirms that the website is technically sound, secure, and indexable. As a result, search engines can read the site without errors.

Services:

• Client relationship management
• Comprehensive financial advice
• Fiduciary services
• Objective investment strategies
• Personalized investment consultation