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Meredith Leathers Carbrey is a Certified Financial Planner® professional with Bedel Financial Consulting Inc. based in Indianapolis, Indiana. Meredith has been in the industry since May 2007 and has been registered with the state of Indiana since July 2008. Bedel Financial Consulting Inc. provides financial planning, pension consulting, and portfolio management services for individuals, businesses, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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07/22/2008 - Present
Bedel Financial Consulting Inc. (INDIANAPOLIS IN)
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Inactive
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