Bedel Financial Consulting Email Formats
Financial Services • 
Indianapolis, Indiana, United States • 21-50 Employees
Bedel Financial Consulting Email Formats
Bedel Financial Consulting uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@bedelfinancial.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@bedelfinancial.com | 66.7% |
{first name}{last name} | johndoe@bedelfinancial.com | 23.8% |
{first initial}{first initial} | jj@bedelfinancial.com | 4.8% |
{first name} | john@bedelfinancial.com | 4.8% |
Key Contacts at Bedel Financial Consulting
Cassi Vanderpool
Director Of Administration
Ryan Collier
Sr. Portfolio Manager And Director Of Investment Management
Kathryn Hower
Senior Wealth Advisor & Director Of Financial Planning
Company overview
| Headquarters | 8940 N River Crossing Blvd, Indianapolis, Indiana 46240, US |
| Phone number | +13178431358 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax Planning, Insurance Planning, Wealth Management, Financial Education, Institutional Services, Retirement Planning, Financial Planning, Estate Planning, Investment Management, Retirement Plan Consulting, College Funding, Charitable Gifting, Generationnext™ |
| Founded | 1989 |
| Employees | 21-50 |
| Socials |
About Bedel Financial Consulting
Bedel Financial Consulting, Inc. is a comprehensive, fee-only wealth management firm dedicated to helping clients achieve financial clarity and security. As a fee-only financial and investment services firm, our clients can rest assured knowing that we do not sell any products nor do we ever receive any form of commission. With approximately $2 billion in actively managed assets, Bedel Financial Consulting is one of the top 25 Women-Owned Registered Investment Advisors (RIAs) in the country, according to WealthManagement.com, and one of the Top 100 Financial Advisors in America, according to CNBC. We strive to meet your unique planning needs with a team comprised of two professionals with different disciplines, financial planning, and investment management. With this rare approach, we can provide a thorough planning experience to ensure all aspects of your plan are considered and addressed before taking a step forward. Moreover, your plan is tailored to your unique situation with a balanced investment strategy that ensures a complete assessment of your financial standing. Our multidisciplinary approach empowers you and allows us to be 100 percent committed to your success. Our highly credentialed staff hold the premier designations in our industry, Certified Financial Planners (CFP®), Certified Investment Management Analyst (CIMA®), and Chartered Financial Analysts (CFA), reflecting their dedication to the field of wealth management. Just starting out? Our GenerationNeXt™ service is intended to partner with those between 25-40 seeking to establish a solid financial foundation. Our GenNeXt™ team works to progressively guide the next generation of wealth accumulators towards their own affluent path. Due to the current regulatory environment, Bedel Financial Consulting, Inc. does not accept recommendations or endorsements.
Employees by Management Level
Total employees: 21-50
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Employees by Department
Bedel Financial Consulting has 13 employees across 5 departments.
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Funding Data
Bedel Financial Consulting has never raised funding before.
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