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Home > Financial Planner Directory > Indiana > Fishers > Jeffrey B. Sturgis, CFP®, CPA

Jeffrey B. Sturgis, CFP®, CPA

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Brightstone Advisors LLP

11650 Lantern Rd

Ste 207

Fishers, IN 46038

Phone: (317) 576-8544

Toll-free: (800) 557-1179

Saved in Saved Planners

Household Income Minimum: $100,000
Investable Asset Minimum: $100,000

Specialties

Banking
Charitable & Planned Giving
Business Taxes
Asset Allocation
Estate Planning
Investment Management
Retirement
Stocks & Bonds
Sudden Wealth
Personal Taxes

How Planner Charges

Fee Only

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.

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