FINANCIAL SERVICES

AMERIPRISE FINANCIAL
345 S High St · Muncie, IN 47305 · 765-288-3820
http://www.ampf.com
The foundation of Ameriprise financial planning is a personal relationship between you and your advisor. Their areas of focus are charitable giving, estate planning strategies, small business, employee stock options and retirement planning strategies.

CARDINAL CAPITAL MANAGEMENT
322 E Main St · Muncie, IN 47305 · 765-289-8888
http://www.cardinalcapitalllc.com
Cardinal Capital Management provides financial planning services and investment advising services.

DRUMM & COMPANY
312 W Main St · Muncie, IN 47305 · 765-281-1160
jean@drummcpa.com
Drumm and Co. provide tax return preparation and payroll preparation services.

EAGLE FLIGHT WEALTH MANAGEMENT, LLC
125 E Charles St · Muncie, IN 47305 · 765-288-1927
http://www.cfdinvestments.com
Eagle Flight Wealth Management, LLC will meet all of your financial planning needs.

EDWARD JONES
125 W Charles St · Muncie, IN 47305 · 765-288-4333
https://www.edwardjones.com/en_US
At Edward Jones, Dean E Meyers will assist you with your investment needs.

ESTEP, BURKEY, SIMMONS
111 W Adams St · Muncie, IN 47305 · 765-284-7554
http://ebscpa.com
Estep, Berkley, Simmons LLC are Certified Public Accounts and Consultants since 2001.

FIRST MERCHANTS BANK
200 E Jackson St · Muncie, IN 47305 · 765-254-3782
https://www.firstmerchants.com/
First Merchants Corporation is the largest local financial services holding company in Central Indiana.  With 78 locations in 23 Indiana and 2 Ohio counties, they provide customers with broad financial services delivered locally by bankers who are known and trusted in their communities. 

KATHERINE O’NEILL INVESTMENTS
200 S Walnut St. · Muncie, IN 47305 · 765-284-5920
https://www.raymondjames.com/muncie/

INDIANA TRUST & INVESTMENT
315 W Adams St. · Muncie, IN 47305 · 765-254-3500
http://www.indtrust.com
As your local, independent wealth management experts, we want to take every opportunity to put relevant, up-to-date information in your hands. We offer our perspective on what’s happening in the world of economics to keep you on the path toward your goals.

MUTUAL BANK
110 E Charles St · Muncie, IN 47305 · 765-283-2986
http://www.bankwithmutual.com
Mutual Bank provides personal and business banking.

MUTUAL WEALTH MANAGEMENT
110 E Charles St · Muncie, IN 47305 · 765-747-2869
http://www.bankwithmutual.com/mutual-wealth/wealth-management
Mutual Wealth Management provides securities, investment, and trust services.

OLD NATIONAL BANK
110 E Main St · Muncie, IN 47305 · 765-254-3900
http://www.oldnational.com/
Hours: Mon-Fri 7:00am- 8:00pm, Sat 8:00am-3:00pm
Old National Bank is a multi-bank holding company with subsidiaries which perform commercial banking operations, insurance services, trust services, investment banking service and much more.

OLD NATIONAL TRUST
320 S High · Muncie, IN 47305 · 765-254-4300 
Our Wealth Management team serves clients across the globe and across the street. Wherever you are in your life’s financial plan, we can help.

PRIME TRUST
420 S High Street · Muncie, IN 47305 · 765-289-2148
https://www.primetrustcu.com/
At PrimeTrust Federal Credit Union, concern for community is a critical part of our organizational DNA. We strive to live up to the credit union motto of “people helping people” by making a lasting positive impact on Delaware County and the people that call our community home.

PECKINPAUGH FINANCIAL
400 W Jackson St. · Muncie, IN 47305 · 765-288-1967
http://www.peckinpaughfinancial.com
Employee Benefit Training; Group Insurance; Retirement; Executive Benefit Planning; Individual Benefit Planning 
Peckinpaugh Financial Group was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.
Since 1957.

RAYMOND JAMES
400 N High St · Muncie, IN 47305 · 765-284-290
https://www.raymondjames.com/muncie/
At Raymond James, we have a straightforward approach to doing business. We believe that putting clients’ needs first is the best way to ensure their success and, in turn, the long-term success of our advisors and the company. 

STAR FINANCIAL BANK
400 N High St., Suite 100 · Muncie, IN 47305 · 765-751-3500
https://www.starfinancial.com/
Star Financial Bank focuses on banking, insurance, and private advising. There are over 54 locations in central and northeastern Indiana.

SUMMERS, CARROLL & WHISLER, CPA
330 E Main St., · Muncie, IN 4305 · 765-289-7951
http://www.scfew.com
Certified Public Accounting Services. Summers, Carroll, Whisler, LLC is a CPA firm committed to quality client service for a fair price.

TERESA POWELL, CPA
321 W Jackson St. · Muncie, IN 47305 · 765-747-1045
http://www.teresapowellcpa.com
With over 30 years of experience as a public accountant, I can offer you expertise in various areas including auditing, peer reviews, financial planning, reviews, compilations, payroll and tax preparation.

TLF INVESTMENTS
425 N High St., Suite 10 · Muncie, IN 47305 · 765-286-7050
http://www.tlfinvestments.com
Tracy L Fruitt primarily manages accounts for individuals, high net worth individuals, and pension and profit sharing plans and has more than three billion in assets under management.

WEALTH STRATEGIES
207 N High St · Muncie, IN 47305 · 765-289-3366 
http://www.wealthstrategiesinc.com
Wealth Strategies, Inc. is a team of Certified Financial Planners, where “one fits all” is not an acceptable approach.