CROWN POINT | A new financial services firm has opened in Crown Point.
Airey Financial Group in Merrillville opened a new TrueWealth Advising Group office in Crown Point. The 2,200-square-foot office is located at 1171 Breuckman Drive, Suite D.
The full-service firm provides wealth protection, investment and growth strategies for a variety of clients, including young families, empty nesters, municipalities, charities and businesses small and large. A team of advisers will offer guidance for every financial decision, including new business ventures, term care insurance and college savings.
"Our clients entrust us to help them identify, pursue and attain very specific financial objectives," said Carey Yukich, the managing partner of TrueWealth Advising Group. "Our passion for finance married with constant vigilance, teamwork, education and excellent communication is the only way to fulfill this very serious responsibility. We start the wealth management process with an absolutely vital and thorough assessment of each client's present position and future desires for the wealth distribution phase so we can guide them toward making better decisions throughout the wealth accumulation phase of their lifetime."
John Yukich will serve as Director of Operations, and veteran mortgage broker and bank manager Todd Collins will serve as Director of Client Services.
For more information, including about job opportunities, contact Collins at (219) 779-9183 or firstname.lastname@example.org.