portrait of James A Reisert
FINANCIAL ADVISOR

James A Reisert

CFP®
4800 West Smith Valley Rd, Suite L, Greenwood, IN 46142opens in a new window
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Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Charitable Giving
  • Wealth Strategies
  • Estate & Legacy Strategies

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Personal Interests

  • Backpacking
  • Community Outreach
  • Hiking
  • Mountain Biking
  • Personal Fitness

Team Members

  • Mary Brenchley
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Phone

(317) 783-7901

Fax

(877) 612-1198

Office Address

4800 West Smith Valley Rd
Suite L
Greenwood, IN 46142opens in a new window

Mailing address

P O Box 1227
Greenwood, IN 46142

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