Airey Financial in Merrillville has opened a new TrueWealth Advising Group office in Crown Point, Indiana, United States.
Situated at 1171 Breuckman Drive, Suite D, the 2,200-square-foot office offers services such as wealth protection, investment and growth strategies for clients, including young families, empty nesters, municipalities, charities and businesses.
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In addition, the new office will also provide assistance for every financial decision, including new business ventures, term care insurance and college savings, reported The Times of Northwest Indiana.
The Crown Point office consists of John Yukich, who will serve as director of operations, and mortgage broker and bank manager Todd Collins, who will serve as director of client services.
Carey Yukich, the managing partner of TrueWealth Advising Group, said: "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."
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