Storen Financial

Storen Financial is a financial planner in Zionsville, Indiana. The firm provides comprehensive and specialized services including financial planning, tax planning and preparation, accounting, bookkeeping, and small business consulting. Serving clients in 43 states, this independent investment and accounting firm offers wealth management, investment solutions, and financial wellness services ranging from early budgeting to intentional wealth transfer.

As a local institution for over 50 years, the firm utilizes a holistic approach to help individuals and businesses implement customized tax-saving strategies. Their team of professionals provides year-round support to help clients make informed financial decisions through services such as business advisory, startup services, and expense management. The firm also features a team of QuickBooks Certified ProAdvisors and offers a secure web-based platform for 24-hour online access to financial documents.

The office is located on W Oak St, situated near the Zionsville Town Hall and the Zionsville Police Department. It is a short distance from the Nancy Burton Memorial Park and the Zionsville Street & Stormwater Department.

Storen Financial is recognized for its unmatched experience, with tax professionals who prepare more than 5,000 individual and business tax returns annually. The firm is known for its commitment to the fiduciary standard, acting in the best interest of clients through dedicated customer service and a focus on continuous education.

With a long-standing history of community involvement, Storen Financial provides expert financial guidance and tax expertise to the Zionsville area and beyond.