Finance in Indianapolis: Discover the most outstanding options

Shawn is the absolute best to work with. He is extremely knowledgeable and truly cares about each of his customers. He offers great insight into your current needs and provides the full picture of options. This office has been great to work with as well. Victoria answers my phone calls and is so friendly and ready to help if she can, where you may not have to go through Shawn to complete a certain task. I love the option of when renewals come they voluntarily review your policies with what all is offered among their book of business carriers to see if there is a better premium or coverage benefits that would be better suited for you. Plus they handle everything if you choose to move your business to a new carrier, they handle 100% of the paperwork and you’re just signing in the end. It’s such a streamlined process that you won’t feel even 1 teeny bit of an ounce of stress. It’s THAT streamlined of a process! Thank you again Shawn for helping me and also helping my parents in $600+ in savings! Truly I’m one grateful customer!!

My experience with Gabe has been great. Even though I didn’t end up using them the first year we communicated, Gabe reached out one year later just before my old policy expired. He re-shopped insurance plans for us and we were able to make the switch and save money. Communication has been very easy, and our new plan started without an issue. I appreciate that they will re-shop multiple providers every year, giving you the best chance to save money at renewal time.

My husband and I just switched insurance to Scott Wenclewicz Insurance Group, and the process was flawless and professional. Justin Zipperian took his time explaining the difference between coverages and made us feel like we were on top of things. Justin quoted our automobile & homeowners insurance, and, of course, we were skeptical that they could do any better than our current provider. He provided us with a very detailed quote and options to fit our specific needs, and I couldn’t believe how much more we were paying in our current insurance. Justin was able to save us many dollars on our car insurance and homeowners’ insurance. We are so grateful for his thoroughness and the time he spent with us to ensure we have the best plan for our needs. I would recommend Justin to any of my friends or family.

Gabe has been great to work with. He is always responsive, professional, and takes the time to clearly explain all my insurance options so I can make the best decision. He helped me find good coverage at a very competitive price and made the whole process simple and stress-free. I really appreciate his honesty and reliability. Highly recommend Gabe if you’re looking for an insurance agent you can trust!

Shawn was extremely helpful and patient in assisting me with various home & auto quotes as a first-time home buyer. He took the time to ensure that I was getting the best deal and helped make the entire process smooth & efficient. I highly recommend Shawn and Scott Wenclewicz insurance group!

I have had a great experience with this insurance team. Justin Zipperian was able to expand and add coverage for my home and auto, while actually saving me money. He went through all the details thoroughly with me. I feel well taken care of. I recommend them and him highly!

I just want to take a moment to give a huge shout-out to Shawn Meier at Scott Wenclewicz Insurance Group. He’s been absolutely amazing to work with – always professional, quick to respond, and genuinely looking out for my best interest. Every time I reach out for a quote, he finds the best coverage at the best price, and he does it fast. On top of that, he’s just easy to talk to – great conversations, no pressure, and it always feels like he truly has my back. I really appreciate the level of service, honesty, and care that Shawn brings to the table. Highly recommend working with him and the whole team at Scott Wenclewicz Insurance Group!

Fishers Pediatric Dentistry has had an outstanding experience working with TMA Small Business Accounting & Payroll Services for almost 30 years! Their team consistently demonstrates professionalism, integrity, and a deep understanding of what it takes to support a small business. They are proactive in their communication, always responsive to our questions, and thorough in their work, which gives us complete confidence in our financial operations. What stands out most is the personal attention and guidance they provide—Julie Myers goes beyond numbers to ensure we feel supported in making the best decisions for our practice. TMA has truly become a trusted partner and extended family. We highly recommend them to any business looking for dependable and knowledgeable accounting services.

Ryan and the TMA team are exceptional. They consistently provide same-day responses to any issues and are incredibly attentive when support is needed. Their expertise has helped us keep our business on track and fully understand our numbers. Highly recommend!

The only regret I have is that we didn’t have TMA as our Accounting and Payroll partner sooner! In the first few months of working with us on our 2 restaurants, the amount of attentiveness and professionalism that everything has ben handled with is amazing. Jenae and Ryan specifically have been great to work with! Highly recommend

We have worked with TMA for 12 years and they have assisted us with payroll, taxes, and yearly planning. They have been a great partner as we have grown, navigated changes in software, payment platforms, and other changes in business. Julie, Samantha, Allison and the entire team have been very supportive and understanding when we have needed assistance and additional guidance over the years, especially when we encounter new things we are unfamiliar with and run into obstacles to work through. We appreciate their support and services! Thanks TMA!

Dan, Steve, Janae, and the team at TMA have been superb with helping me get my business in order and on track again. I recently switched to TMA after recommendations and have found my experience to be greatly satisfying.

We have been with TMA for over 6 years. Excellent company and great service. Highly recommended!

I’ve been working with TMA team for a couple of months now, and I’m very satisfied with their service and professionalism. Julie, Beckie, Donnie, Jonathan and the rest of the team are always ready to assist me and my team with any questions we have. They’re very consistent, and are always on top of everything. Definitely a great team to work with!

Mrs. Toneka is the absolute BEST I love how helpful she is every time I come in the store!!

I Always go or try to go with Margarita she is super sweet and make my day better just with her vibe and energetic she is amazing should ask for her for a better service

Angie was a fantastic help and a great energy for my day:) Karla her manager helped assist in the process too and it was a blessing to meet them both:)❤️

Ms. Joely was very patient and determined to assist me with my check cashing issues . Good job very well thank you

Never been here but I love it costumer service is beautiful and lovely

I have to go there every week they always great actitud, Margarita is very nice person!

Son was called STUPID(in Spanish) by a cashier!!!! I hardly ever do business in this area, let alone this location. Went in this past weekend. I sat in car, sent son in to buy 2 rolls of quarters. He was unfamiliar with store procedures. He came out to car to let me know he was spoken to rudely by one of the cashiers(older cashier wearing glasses, street clothes and long dark hair). He said she rudely asked him, «Are you here to cash a check?». He resppnded, «No, I’m here to buy quarters?» He said she responded, «Well you’re in the WRONG LINE!! You need to be over there!!!». Then the cashier stated, either «Es estupido or estupido.» When i entered store there was a young cashier(20’s??) wearing a uniform and an older (30s & up??) wearing street clothes and no visible name badge. They were both were assisting a customer and older cashier was being quite stern/weird tone with said customer, the only customer in store. I let her know her comments were rude and unnecessary. When I informed her she ISN’T the only person that can speak Spanish, her jaw dropped and she stood there stunned. Wasn’t a regular customer. PLS PERMANENTLY LOST A CUSTOMER!!

Due to the passing of my husband, I found myself in an unresolved IRS situation and completely ill equipped to handle it. Jon Pryweller was recommended to me and he could not have been kinder. He instantly put me at ease, but more importantly, he resolved my situation with the IRS quickly, and with good results for me. I am so pleased that I am staying with this firm to have all of my future tax needs taken care of.

I met with Jon this morning to seek advice on starting my small business as a solo private practice therapist. He was incredibly kind and explained things in a way that felt clear, approachable, and achievable. In the past, I’ve sometimes felt overwhelmed or unseen in conversations like these—but Jon had a unique way of making clients feel heard, supported, and empowered. I would absolutely recommend Whitewater Group.

Jon provided clear concise tax advice for my personal and nonprofit taxes to help me figure out a situation I was unable to do so myself. I so appreciate Jon’s willingness to help.

I highly recommend this accounting firm. I unsuccessfully worked with the IRS for over 2 years and was unable to obtain a tax refund. Jon Pryweller was my contact at Whitewater Group and interacted with the IRS to successfully obtain my refund. He was great to work with and was persistent when dealing with the IRS. Many thanks to Jon.

I have been working with Jon at the Whitewater Group since 2018. I contacted them during tax season in 2018 and I remember Jon called me back on a Saturday morning to see how he could help me. I was struggling with the iRS and a tax issue and Jon was the liaison to help me get this issue settled. This group is very knowledgeable and easy to work with. It is finally coming to an end and I feel blessed I found Jon and The Whitewater Group, who gave me sound advise and was always there to help . Thank you so much! Sherri

Very Positive experience as I also posted on Facebook. The team was friendly, very professional, and communicative. By the way they were also quick with their work. Jon was great to speak to about their service and Tori was a pleasure to speak to as well. TOTALLY Pleasant experience! This is why we referred our daughter and son in law also.

Great, friendly, and professional service! I met with Jon and he provided the direction I needed for my tax situation. I will definitely seek his advice in the future, if needed. I also appreciated the ease of online booking.

Sarah was very professional and very knowledgeable on what to do even though my situation was a little taboo. Keeping 2 lines running smoothly and quickly at that. Got my situation fixed and handled in no time with great communication! Need more customer service like this EVERYWHERE!

Heather is absolute best! I saw her at the downtown location and also on the 38th location and she is amazing very helpful and just sweet as pie!

Sarah is amazing she was really fast at helping me the with my loan, nd she had an amazing attitude I really felt welcomed today great job

Sarah always makes my day when I come in and see her smile 😃 She’s honest and generous, too!

Sarah was pleasant, considerate, and helpful. I would recommend using this place for your needs as long as she is working there 🙂

Hey I had A Fantastic Awesome experience yesterday I was nervous going in cause thay store was CRA CRA BUT NOW Heather and Sarah the Tore Manager was super professional quick AND Check this out Sarah the Manager gave me a FOLLOW-UP CALL say it aint so!!! Appreciate you guys go tell them i sent you

It took some time, but Sarah did everything she could and got my check cashed today! She’s the best!! Thanks

If you’re looking for an insurance agent who truly cares, Cristobal is the one to choose! From start to finish, he was incredibly patient, calm, and understanding — even when I wasn’t at my best. His professionalism never wavered, and he took the time to explain everything in a clear, informative way that actually made sense. Cristobal went above and beyond to make sure I felt confident and supported throughout the entire process. You can tell he genuinely wants the best for his clients, not just to make a sale. That level of dedication is rare and appreciated. I highly recommend Cristobal to anyone who wants top-tier service, honesty, and someone who will truly advocate for them. He is hands down exceptional!

I just started a new insurance policy and the process was very smooth. My policy agent is Lesley and she is phenomenal at what she does. She helped me get the right insurance I was looking for.. guided me with information, customer service oriented, and highly kind not to mention she was very patient. People like this make the world go around you guys are lucky to have her. Ps. She deserves a bonus and a raise.

Christobal has excellent customer service skills! Very relaxed demeanor. Collected all necessary information and provided a very afford quote for my personal situation. All was said in done in around 38 minutes! Would recommend to others.

Cristobal was amazing! Over the phone and in person. My friend was having a bad day and was quite rude. Chritobal handled it with ease. Amazing customer service and got me all the way right!

I called Freeway Insurance this morning to update my policy, and Cristobal Martinez made the entire process so easy and smooth! He walked me through all of my options clearly and was incredibly friendly the whole time. Excellent customer service — he’s truly great at his job! Highly recommend working with him.

Good rates! Will help get all the discounts you can, no rush will explain everything to you step by step and answer any questions you have! Cristobal Martinez is amazing to work with 10/10 recommendations

Cristobal was a great agent to work with. Very knowledgeable and communicative throughout the whole process. Very good customer service over the phone. He was also very patient as the process took up some of our time but he got it done and i was satisfied with his service. Great Agent Cristobal.

My meeting with Julie Corcoran was very informative today. Her explanation and break down of the Medicare options was great. She is super knowledgeable. I’m so glad I met with her. I feel much better about the switch to Medicare. Thank you!

We met with Avery today who provided an excellent and very professional review of our Medicare plans. There was absolutely no pressure and he in fact suggested delaying changing plans until our birth months which may provide an advantage. We had a similar review two years ago with a different broker who quickly lost interest when we were not interested in an Advantage plan. It is easy to understand why Easy Street has nothing but 5 star reviews.

We’ve used Easy Street for Medicare consulting. Sandra is very professional and extremely knowledgeable. She comes prepared and answers all of our questions and concerns. We are totally pleased with this company and their employees. I would highly recommend them for any of your insurance needs!

Avery is excellent helping people with their insurance needs. Signing up for Medicare, part B, supplemental plans & all other things is a stress free process. He ask about what you are looking for in a plan, medications, etc. Then with his expertise recomends a few plans that best fit your needs. Then signs you up. It’s easy, with Easy street.

Had our appointment today with Sandra as my husband wanted to change plans. He got a text the day before confirming the date and time of the appointment as well as what documents/information to bring. Sandra had great suggestions after talking about what things were most important him, and he picked a plan he really liked. I can’t say enough great things about Sandra: she’s extremely knowledgeable, kind, listens well, and is very approachable. We highly recommend her and the rest of the staff at Easy Street Insurance.

Justin was recommended to us. They had all kinds of good, great things said about him !! Spot on . He is so accessible and patient! Knows so much about the insurance industry for Medicare. Really works so hard to make sure we get the right plans for each of us. Always available to answer questions when needed. Feels so good knowing he’s helping us through our Medicare journey!!!!

My husband and I handle all important matters on behalf of my father in law. When we recently found out that an important prescription medication was no longer going to be covered by any Medicaid plan in 2026, I immediately called Sandra at Easy Street. She had helped us in the past and in a matter of minutes Sandra was able to find a very cost effective solution. We still get to use the best plan and she found a source for this particular medication, that turns out is actually cheaper than what my father in law was paying in 2025. Sandra knows her stuff! It’s important to have someone you can trust who is so knowledgeable that can help find the best solutions to keep out of pocket costs down, especially for seniors on fixed incomes. Thank you Easy Street! You’ve taken the stress away!

Thomas is AMAZING! Always so kind and helpful. Always smiling and I trust his expertise. I’ve come to him since I was 18yrs old. I’m now 35. Great guy! And great at what he does!

Tom is very helpful and he make sure you understand everything. I have been coming here for over 6 years because of him! His customer service and his overall gentleness is amazing thank you and see you again next year!

Came in as a walk-in and got acknowledged right away which was great. Thomas was amazing, very polite and knowledgeable and took care of my Husband and I in a timely manner. Always a great experience.

Tom has been great to us the last few years! Place is welcoming. Friendly staff and they finished quickly!

Thomas did an amazing job! We have been coming to see him the last couple of years and would strongly recommend him!

I’ve done my taxes here for 6 years an it has been a great experience an got my refund withing the expected time frame Tom is a great tax professional

Everytime we come here we end up with the same employee ! Tom !! He’s super nice ! Super fast ! Really cool guy ! 10/10 recommend.

We have been customers for 4 years. JR Helms provides quick service. Our taxes have never taken longer than 5 business days to complete. Prices are reasonable for the services rendered, and we feel confident that our taxes are filed thoroughly and correctly. In our first year with Helms, tax consultant Pete Haslett identified several errors made by our previous tax preparer (from a private practice) over several years. Through amended returns we retrieved over $9,500. Were it not for Helms and Mr. Haslett we would have never known about those errors. We recommend JR Helms to anyone and everyone.

Don’t want to waste to much more time with these guys but very disorganized bunch. We tried to get setup with them back in November and though their assistant assured us we were setup correctly, Robert didn’t even seem to know who we were as a company now 2 months later. Seems like he is overwhelmed with his «1500 other customers» so you’re pretty much on your own as far as any tax stuff strategy goes. They send out a news letter that you then yourself need to ingest and learn and come up with the right questions to ask them. With that logic better just doing it myself or hire a CPA that will actually want to learn your business and help a starting business file strategically and accurately.

Rusty and his team have been a great resource for taxes and tax planning. They’re thorough and professional. Highly recommend.

As first time clients, our exper was mostly positive except : we did not receive the prepared returns until about 10 days prior to the filing date and after we emailed multiple requests (this may have been due in part to our mail being forwarded to us in Florida where we spend the winter which the J.R. Helm’s office was made aware of well in advance); there was no reply to a couple of emails we sent with questions we had about the returns and the taxes we owed; and, finally, we have yet to receive confirmation that our returns have been filed. As far as we can tell, the returns were properly prepared and the charges were reasonable.

I would worry myself sick about doing taxes and hoping I that I wouldn’t screw something up. Then when the business that I had part ownership in was sold, it added a whole new set of forms. I was lost. I took everything to Rusty at J. R. Helms and Associates and he took care of everything. When I got the bill I thought it must be an installment. I was shocked that it was the total bill. I wished I had contacted him years ago. Now I don’t worry. He’s my tax guy.

If I could give negative stars I would. My taxes were not done in a timely manner though they had the paperwork well in advance. I was sent a tax voucher for the state only via email on 4/14 stating I owned $424.00. There was no supporting detail or explanation. I called Helms but was just told my taxes had not been filed. I wrote a check and rushed to the post office. A week later Helm’s contacted me via email that they were missing a 1099-R. I immediately brought a copy of the 1099-R to their office. On 4/30 I met with Rusty Helms and my taxes had not been filed. When I asked why my taxes had not been completed by 4/15 he puffed up and said he was busy and did the best he could. Then he sarcastically added I was getting money back anyways. I found Rusty to be a bully and rude. I, especially as a woman, will never do business with Helms again. The voucher stating I owed $424 was incorrect. Plus his rate for a very simple return was $425.

I am extremely satisfied and grateful for this CPA firm. From the beginning, they were professional and communicated clearly and efficiently. You could always get an immediate response to questions by email or phone. They prepared my parents taxes very quickly and met with them to review since they were new clients. The fee was very reasonable. Rusty and Missy were so kind and helpful when we visited the office. I am going to switch from my current CPA next year because they are so good.

We love Blend Wealth! They are our trusted CPA for both our personal and business accounts. Tim, Andrew, and the team are truly great to work with! They are across all the details that help us make informed decisions that make our lives so much easier. We look forward to a long relationship with Blend, and would highly recommend them to anyone looking for assistance with their bookkeeping, P&L, reporting, taxes, and more.

Blend Wealth truly simplifies your financial life. From tax strategy and bookkeeping to comprehensive wealth planning, they act as a trusted financial partner rather than just another advisor. They take time to understand your goals and make complex decisions feel clear and manageable. The responsiveness and personal approach set them apart. Highly recommend.

My husband and I are so grateful and relieved to have Jim with Blend Wealth managing our finances. Jim is proactive, highly knowledgable and very personable and takes the time to help us fully understand the scope of our financial picture. With Jim managing our finances, we have been able to surpass our financial goals are can have peace in knowing that we’ll have a comfortable retirement.

Our experience with Blend Wealth has been nothing short of exceptional. Their team has provided incredible support not only for our business but also for our family’s financial needs. From tax strategy to long-term planning, they’ve consistently gone above and beyond to guide us with clarity, professionalism, and genuine care. We highly recommend Blend Wealth to anyone looking for a trusted financial team that combines deep expertise with a personal touch!

The Blend team is such a wealth of knowledge. Every time I come to them with the most convoluted of tax questions and they provide clear, well thought out ideas and solutions to address all of my concerns. I cannot recommend them enough.

Blend Wealth delivers truly integrated and personalized financial planning and business CFO services that make managing both personal and business finances seamless. As a faith-based, fee-only wealth management firm, they provide independent, transparent advice—without pressure to sell products. Their team excels at simplifying the complex, offering expert guidance in tax strategy, accounting, bookkeeping, and estate planning to help clients grow profit, protect assets, and reduce taxes. Blend Wealth’s responsiveness, clarity, and attention to detail ensure that clients feel understood and confident at every step. Whether you’re a high-earning individual or a small to medium business owner, they serve as a one-stop shop for wealth management, tax compliance, and long-term planning. Their approach is both relational and professional—you’ll always have a trusted partner who explains things clearly and has your best interests at heart.

Tim was an amazing! He’s very knowledgable and great to work with. It’s hard to find a company specializing in helping businesses with their finances and wealth management. But Blend Wealth excels at this and I can’t recommend them enough!