Contact
Are you ready to start building a more secure and satisfying future? Get there faster with the help of Piedmont Financial Advisors.
Our initial conversation will help you determine if my services match your needs. If you decide that you would like to attend a free consultation appointment, I will send you a Personal Financial Planning Profile and request that you return it to me at least one week prior to your appointment.
During the consultation appointment, you will have the opportunity to ask questions and see the software and tools I use to help my clients. We will determine which level of service is right for you and I will review the client contract which clarifies my responsibilities and fees. Fees are payable quarterly.
Brent Perry, CFP®
Piedmont Financial Advisors, LLC
320 N. Meridian St., Suite 614
Indianapolis, IN 46204
(P) (317) 287-0575
(F) (866) 638-8590
Email: brent@piedmontfa.com
Map Location
