Tradewell Tax & Financial

• Josh Johnson
  
  
  (August 12, 2019, 7:44 pm)

  I have worked with Mike on several occasions and feel very comfortable doing business with him. If honesty and integrity is important to you then look no further then Mike and his team.

• Lynne Keller
  
  
  (August 5, 2019, 1:41 pm)

  I came to Tradewell based on a recommendation from a good friend. I have been working with the Tradewell team for 10 months now and have found them all to be knowledgeable, courteous and informative. I moved all of my investments to Tradewell for my retirement planning. Additionally, they provided in-office attorney assistance for writing of my will and health care representative, as well as my living will. They also have an in-office health insurance expert who is assisting me with review of best options for marketplace plans since I have opted for early retirement and do not yet qualify for Medicare.
  
  Tradewell has been able to meet of all of my planning needs with the various experts all in one office. They offer such complete services with their team which is large enough to meet the needs of all customers and yet small enough to invest a personal interest in each person to whom they provide their services.
  
  I would highly recommend the Tradewell team for all of your investment planning needs!

• Geri Jones
  
  
  (August 4, 2019, 9:58 pm)

  I can’t thank you enough for securing my retirement. Thank you Mike and Staff for treating me so well. Tim bakes the best cookies!

• Wes Rader
  
  
  (July 23, 2019, 10:02 am)

  My family has worked with Tradewell for many years. The entire Tradewell team is considerate and professional. Mike Albertson is a a true expert in his field. We look forward to a long relationship with him and his team.

• Ryan Archer
  
  
  (July 19, 2019, 12:22 pm)

  I came to Tradewell on the recommendation of a good friend of mine who sent me a couple of their articles on managing risk and planning for inflation in retirement.
  
  I'd always been more of a DIY guy when it came to managing my money and planning for retirement, but I figured that there were probably a number of things that I was overlooking so I came in and talked to the good people at Tradewell to make sure I was on track.
  
  Well as it turns out, there were a number of fees associated with some of my mutual funds that I hadn't taken into account, as well as some adjustments to my risk strategy that they recommended I take. I moved my accounts over for them to manage and now I'm confident that I'm in a much better position for retirement, not to mention that the back of my mind stress that was nagging at me is gone now too!
  
  I highly recommend the team at Tradewell for financial management, and I'll be going back soon to work with their in-house elder law attorney to get my estate planning taken care of as well.

TradeWell Tax & Financial - Home | Facebook

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TradeWell Tax & Financial - Posts | Facebook

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Tradewell Tax & Financial LLC | Tax Preparer in Fort Wayne, IN

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Tradewell Tax & Financial. 9604 Coldwater Rd 103, Fort Wayne, IN 46825 Map & Directions. (260) 490-2084. Categories: Financial Planning, Retirement Planning, Finance & Financial Services, Tax Consultants, Investments, Annuities, Securities, Other Financial Services, Tax Return Preparation...