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Jeffrey B. Sturgis, CFP®, CPA

Brightstone Advisors LLP

11650 Lantern Rd
Ste 207
Fishers, IN 46038
Phone: (317) 576-8544

Toll-free: (800) 557-1179

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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

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