Atled Financial

Atled Financial is a Wealth Management firm in Highland, IN, located at 3801 Ridge Rd. The firm offers a wide range of financial products and services to individuals and business owners, providing guidance and education to help clients identify their financial objectives. Delta F. Jones-Walker, the founder, has been in the financial service industry for 20 years. She specializes in retirement planning, estate planning, disability protection, and the preparation of financial plans. The firm holds various professional designations and is licensed to sell a variety of investment and insurance products. It holds a rating of 4.20 based on customer reviews. Delta F. Jones-Walker maintains registrations in the states of Indiana, Illinois, Alabama, Georgia, Tennessee, Colorado, Virginia, Michigan, Maryland, California, New Jersey, New York, Nevada, Ohio, Texas, Delaware, North Carolina, Wisconsin, and Florida. She has presented and facilitated numerous financial seminars for various organizations, including corporate, academic, civic, and governmental agencies, covering topics such as preparing and funding retirement and legacy building. She is a graduate of Howard University with a Bachelor of Science Degree in Political Science and resides in Northwest Indiana with her husband and two children. The financial planning process at Atled Financial follows six sequential steps: goal setting, information gathering, analysis, plan development, implementation, and ongoing monitoring. The firm emphasizes that each step depends on the previous one to maintain direction and avoid inappropriate strategies. Upon completion of a plan, the advisor monitors it continuously, meeting with clients at least once a year to review performance, update personal and financial situations, and address changes in the economic or tax environment. This approach aims to help clients achieve financial prosperity and peace of mind. The firm is recognized for its positive rating from the customers who have reviewed it, reflecting the trust placed in Delta Jones-Walker’s forthright dedication and widespread respect within the community. Her accomplishments include the Echoes of Excellence Award, Developing District Award, Centurion Producer Award for Outstanding Sales Results, and Rookie of the Year Award. She is an active member of several organizations, including the National Association of Insurance and Financial Advisors, Community Health Net, National Association of University Women, Alpha Kappa Alpha Sorority, Inc., The Links, Incorporated, Jack & Jill Inc, and The Girl Scouts of Greater America. Atled Financial combines two decades of industry experience with a structured, sequential planning process to help Highland residents secure their financial futures with confidence.

Atled Financial sits on Ridge Road, just a quarter mile from Orchard Park and the Zimmerman's neighborhood. It is also near Forest Park and Calumet Baptist Schools, which are all within a third of a mile.

BizScoreAI gives the website a Schema and Structure score of 100 out of 100. This means the site uses clear data and headings that help search engines and AI tools understand the business offerings. The Technical score is 81 out of 100, which shows the site is secure and easy for search engines to read without errors.