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Business Profile

Retirement Planning Services

Hale & Associates, Inc.
BBB Accredited BusinessA+Rated by BBB
Visit Website(317) 677-7178Write a Review

About

Overview

Hale & Associates, Inc.

863 Mass Ave, Ste 200

Indianapolis, IN 46204

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BBB Accreditation & Rating

Hale & Associates, Inc. is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

Why choose a BBB Accredited Business?

BBB Rating

A+

Reasons for rating

  • Customer Reviews are not used in the calculation of the BBB Letter Grade Rating.
More InformationHow are BBB ratings calculated?

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About This Business

Hale & Associates provides financial planning services, including retirement savings optimization, long-term care planning, tax planning, and Social Security optimization. The company assists clients with creating income plans, estate planning strategies, and college funding solutions.

BBB Accredited Since: 6/8/2007

Years in Business: 43

Products and Services

College Funding, Disability Insurance, Income Planning, Inflation Protection, Legacy and Estate Planning, Liquidity Needs Planning, Long-Term Care Planning, Medicare Planning, Retirement Savings Optimization, Social Security Optimization, Tax Planning, Tax-Free Retirement Income Planning

Business Details

Local BBB:
BBB Serving Central Indiana
BBB File Opened:
6/21/2007
Business Started:
5/1/1983
Business Incorporated:
6/5/2007
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Duke Hale, Owner
Mr. Barry McCurry, Sales Manager
Mr. Wayne Miller, Vice President of Sales

Additional Contact Information

Principal Contacts
Mr. Duke Hale, Owner
Mr. Wayne Miller, Vice President of Sales
Customer Contacts
Mr. Barry McCurry, Sales Manager
Fax numbers
Other Fax: (317) 614-7508
Additional Phone Numbers
Other Phone: (949) 943-5266
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Business Categories
Retirement Planning Services, Financial Services, Financial Planning Consultants, Life Insurance, Investment Advisory Services, Financial Consultants, Investment Management, Estate Planning and Management, Long Term Care Insurance, Annuities, Social Security Services, Financial Planning Kits

Latest Reviews

  • Sage S

    "REMOVEDand Associates are the best to do it. The customer service is top tier." ... Read full review

  • George G

    "Thank you! Heres a polished version of your review for the Better Business Bureau:?" ... Read full review

  • Joseph R

    "I don't write a lot of reviews but felt obligated to let everyone know about Hale & Associates. This has been the first time I have ever dealt with a financial services group." ... Read full review

View all Reviews

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When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.