Eley Graham Austgen Financial Advisory Services

Financial Services, 1 Professional CTR, Crown Point, Indiana, 46307, United States, 11-50 Employees

Phone Number: +12*********

Who is ELEY-GRAHAM-AUSTGEN FINANCIAL ADVISORY SERVICES

The roots of Eley-Graham-Austgen Financial Advisory Services began in 1958 when Paul Eley started his insurance advisory business. He was on the cutting edge of the financial planning ind...

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Headquarters: 1 Professional CTR, Crown Point, Indiana, 46307, United States
Date Founded: 1958
Employees: 11-50
Revenue: $1 Million to $5 Million
Active Tech Stack: See technologies

Industry: Financial Services

SIC Code: 7389 | NAICS Code: 523940 | Show More

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Employees

Richard Graham

Certified Financial Planner(R)

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Phone

Karen Candiano

Certified Financial Planning Professional™ - Cfp®

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Phone

Niko Yates

Financial Advisor

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Phone

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Frequently Asked Questions Regarding Eley-Graham-Austgen Financial Advisory Services

Answer: Eley-Graham-Austgen Financial Advisory Services's headquarters are located at 1 Professional CTR, Crown Point, Indiana, 46307, United States

Answer: The roots of Eley-Graham-Austgen Financial Advisory Services began in 1958 when Paul Eley started his insurance advisory business. He was on the cutting edge of the financial planning industry. As the industry evolved, Richard (Rich) Graham joined Paul in 1981. In 1982, Paul and Rich formed their partnership and created Eley-Graham Advisory Corporation, which is a fee-based, financial planning and advisory business. Paul Eley retired in 1994, at which time Rich became the owner of Eley-Graham Financial Advisory Services (EGFAS) and Eley-Graham Advisory Corporation. Rich retired in 2019, at which time Dotty Austgen became the Registered Principal. Dotty Austgen joined Eley-Graham in 1995, working in a variety of capacities. She received her CERTIFIED FINANCIAL PLANNERTM certification in 2009 and acquired Eley-Graham in 2020, under the name Eley-Graham-Austgen Financial Advisory Services (EGAFAS). Today, Dotty and her Advisory Team serve the financial and retirement planning needs of individuals, families, and small business owners. The staff include Certified Financial Planning ProfessionalsTM as well as registered and licensed professionals. "The Retirement Express is Your Retirement Ticket to financial independence. It includes six stations: The Destination Station - Goals and Objectives The Education Coupler - Education Planning The Income Engineer - Retirement Income Planning The Asset Allocation Line - Investment Strategies/Portfolio Design The Insurance Protection Track - Life, Health, Home/Auto, Long-Term Care, etc. The Financial Conductor - Estate Planning By visiting the six stations, we help our clients determine how to accumulate their assets, create income for retirement, help preserve those assets and, ultimately, distribute those assets to their loved ones. The Retirement Express and Your Retirement Ticket bring all the tools together in one continuous process to help individuals achieve financial independence throughout their lifetimes.