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Providing
Financial
Direction

NORTHWEST FINANCIAL SERVICES

Assisting clients in achieving their financial goals through comprehensive, objective advice for over 30 years.

Please see our Client Relationship Summary (Form ADV Part 3) for important additional information about our firm.

Why NWFS

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Our Process

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Our Team

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DESIGNATIONS AND ASSOCIATIONS

Disclosure

NorthWest Financial Services (“NorthWest”) is a registered investment adviser offering advisory services in the State(s) of AZ, CA, CO, FL, IN, MI, KY, OH, TX, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by NorthWest in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of NorthWest, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Investing in securities involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Terms of Service for SMS Communications
Consent for SMS Communication
Information obtained as part of the SMS consent process will not be shared with third parties.
Types of SMS Communications
If you have consented to receive informational text messages from Northwest Financial, you may receive text messages related to your account.
SMS Messaging Disclosures
  • Messaging frequency may vary.
  • Message and data rates may apply.
  • To opt out at any time, text STOP.
  • For assistance, text HELP or visit our website at https://northwestfinancial.net/
Mobile opt-in, SMS opt in consent, and phone numbers for the purpose of SMS are not shared with third parties. We do not pass on any individual’s obtained consent to receive SMS to any third party. We do not share phone numbers with third parties for the purpose of allowing those third parties to send SMS

9333 N Meridian St. STE 300
Indianapolis, IN 46260

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