Snowbird Financial LLC

Snowbird Financial LLC is a financial planner in Indianapolis, IN, located at 9165 Otis Ave, Suite 219. The firm provides personalized financial planning and asset management services to individuals, families, and businesses.

Founded in Indiana on June 26, 2012, the business was established by founder and advisor Brian Robinson. Robinson graduated from Indiana University’s Kelley School of Business in 2003 and began a career in financial services in 2005. His professional background includes experience at Ameriprise and Charles Schwab, where he focused on portfolio strategy, as well as time in public service with the City of Bloomington.

The firm offers several services including complimentary, no-obligation consultations to assess current strategies and financial goals. Asset management services involve the development of a personalized Investment Policy Statement to serve as a blueprint for portfolio construction based on an individual's risk tolerance and time horizon. Additionally, the firm provides comprehensive financial planning designed to create evolving strategies that account for changing resources, risks, and timelines.

The office sits at 9165 Otis Ave, Suite 219, about a half mile from Sunnyside Road and less than half a mile from Indian Lake. It is also near Hawker Hill, which is roughly 0.8 miles away, and East 79th Street, located about 0.9 miles out.

BizScoreAI gives Snowbird Financial LLC a Technical score of 89 out of 100. This strength ensures the website is technically sound and secure so search engines can read it without errors. The firm also holds a Content Quality score of 75 out of 100. This solid result means the site answers customer questions clearly, providing content that AI assistants can quote directly in answers.

Services:

• Asset Management
• Complimentary Consultation
• Financial Planning