Norwood Economics

Financial Services, Trade CTR Dr, Fishers, , 46038, Indiana, 14074, United States, 1-10 Employees

norwoodecon.com

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phone no Phone Number: 31********

Who is NORWOOD ECONOMICS

Headquartered in the Indianapolis area, we represent a diverse array of individual clients and their wealth management needs. Your retirement is our business. We specialize in low-cost, d...

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  • 14074 Trade CTR Dr, Fishers, Indiana, 46038, United States Headquarters: 14074 Trade CTR Dr, Fishers, Indiana, 46038, United States
  • 2013 Date Founded: 2013
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: Under $1 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 7389

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Norwood Economics Org Chart and Mapping

Employees

Hope Oswalt

Senior Client Relationship Manager

Jan Kelly

Vice President of Business Development

Elizabeth Norris

Director of Client Services

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Frequently Asked Questions Regarding Norwood Economics

Answer: Norwood Economics's headquarters are located at Trade CTR Dr, Fishers, , 46038, Indiana, 14074, United States

Answer: Norwood Economics's phone number is 31********

Answer: Norwood Economics's official website is https://norwoodecon.com

Answer: Norwood Economics's revenue is Under $1 Million

Answer: Norwood Economics's SIC: 7389

Answer: Norwood Economics has 1-10 employees

Answer: Norwood Economics is in Financial Services

Answer: Norwood Economics contact info: Phone number: 31******** Website: https://norwoodecon.com

Answer: Headquartered in the Indianapolis area, we represent a diverse array of individual clients and their wealth management needs. Your retirement is our business. We specialize in low-cost, diversified portfolios managed by institutionally trained money managers. Our Wealth Management services include Investment Management, Retirement Planning, Financial Planning, Tax Planning, Estate Planning, and Elder Care. As a 3(21) Plan Advisor, we are vigilant, low-cost experts under ERISA. We are fiduciaries held to a high standard of care with respect to plan-related decisions regarding investments, service providers, plan administration, and general ERISA compliance issues. Our mission is to provide low-cost, unbundled 401(k) and Cash Balance plans that are custom designed to meet your needs as a business owner.

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