See Hours
| Monday | 8:00 AM - 5:00 PM |
|---|---|
| Tuesday | 8:00 AM - 5:00 PM |
| Wednesday | 8:00 AM - 5:00 PM |
| Thursday | 8:00 AM - 5:00 PM |
| Friday | 8:00 AM - 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
About
Important information
- Additional Info:
Indiana Trust Wealth Management is a trusted provider of wealth management services, specializing in individual & family wealth, qualified retirement plan administration, nonprofit organizations, and foundations.
Chartered in 1988 as the first independent trust company in the state of Indiana, and now with $2.5 billion in assets under management, Indiana Trust is deeply committed to the communities we serve.
With highly personalized service and a mission-driven approach, Indiana Trust Wealth Management remains dedicated to increasing financial security by providing superior, ethical, and unbiased wealth management and advisory solutions – delivering legacies built on trust.
Overview
BBB Accredited Since: 3/2/2018
Years in Business: 36
BBB Accreditation & Rating
About This Business
Indiana Trust Wealth Management is a provider of wealth management services, specializing in individual & family wealth, qualified retirement plan administration, nonprofit organizations, and foundations.
Products and Services
- Individual & Family Wealth
- Nonprofit Organizations & Foundations
- Qualified Retirement Plan Administration
Business Details
- Local BBB:
- BBB Serving Central Indiana
- BBB File Opened:
- 2/28/2018
- Business Started:
- 1/1/1989
- Business Incorporated:
- 1/1/1989
- Type of Entity:
- Corporation
- Alternate Names:
- Indiana Trust and Investment Management Company
- Business Management:
- Mr. David Kibbe, JD, President
- Ms. Tammera Wine, Client & Community Relations Coordinator
- Number of Employees:
- 41
Additional Contact Information
- Principal Contacts
- Mr. David Kibbe, JD, President
- Customer Contacts
- Mr. David Kibbe, JD, President
- Ms. Tammera Wine, Client & Community Relations Coordinator
- Fax numbers
- Primary Fax: (765) 254-3510
- Additional Phone Numbers
- Other Phone: (888) 339-0222
- Additional Email Addresses
- Sales: Email this Business
Additional Information
- Business Categories
- Wealth Management, Financial Services, Financial Planning Consultants, Retirement Planning Services, Investment Advisory Services, Financial Consultants, Investment Management, Estate Planning and Management, Trust Company, Fiduciary, Charity Foundations, Planning Consultants, Employee Benefit Consultants, Professional Organization, Fee Only Financial Advisor
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