Tradewell Tax & Financial

Closed ⋅ Opens 9 am
9 am–5 pm
Temporarily closed
Closed on Saturday, Sunday

At TradeWell, our mission is to help retirees and pre-retirees make the most of their resources to reach their financial and income goals. As a fee-based, Fiduciary investment advisory firm, Tradewell specializes in custom-tailored guaranteed income plans designed to maximize your retirement. Our stated goal is to mathematically prove that your income wont stop when your paychecks do. We want to learn about you, your hopes and dreams and our initial meeting is at no charge and no obligation to you. A TradeWell relationship begins with us listening and learning about you and your goals; and then exploring how we can help you optimize your income, assets, tax and legal concerns.

Services

Financial planner
Certified public accountant
Elder law attorney
Financial consultant
Insurance agency
Tax department
Tax preparation service

Service Options

Online appointments

Accessibility

Wheelchair-accessible car park
Wheelchair-accessible entrance
Wheelchair-accessible toilet

Business Hours

Monday: 9 am–5 pm
Tuesday: 9 am–5 pm
Wednesday: 9 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–5 pm
Saturday: Closed
Sunday: Closed

Find Us on Google Maps

130 W Main St #100, Fort Wayne, IN 46802, United States

Customer Reviews

Reviews

4.1(17 reviews)

John Kolb

Feb 3, 2023on

Last year tax preparation was great, confirmed our own results. But because we chose to delay our financial journey with this company, they dropped us as clients to do our taxes this year. Beware -

Amanda Siri

Nov 7, 2021on

They treat their employees horribly!!!! They lie and are not trustworthy! Stay away!!! Negative Professionalism

Justin Fern

Nov 7, 2019on

Jason Alan

Nov 7, 2019on

Very professional organization. Really felt at home as soon as I walked in the door. Would recommend these guys to anyone.

Nikolas Albertson

Nov 7, 2019on

Jennifer Turner

Nov 7, 2019on

Wayne Snyder

Nov 7, 2019on

Pamela Phelps

Nov 7, 2019on

They are some of the greatest people to work with and I trust them 100%!! They really care about you and they are always there to help you. They are a first rate company!!!

Cheryl Lapp

Nov 7, 2019on

Josh Johnson

Aug 12, 2019on

I have worked with Mike on several occasions and feel very comfortable doing business with him. If honesty and integrity is important to you then look no further then Mike and his team.

Lynne Keller

Aug 5, 2019on

I came to Tradewell based on a recommendation from a good friend. I have been working with the Tradewell team for 10 months now and have found them all to be knowledgeable, courteous and informative. I moved all of my investments to Tradewell for my retirement planning. Additionally, they provided in-office attorney assistance for writing of my will and health care representative, as well as my living will. They also have an in-office health insurance expert who is assisting me with review of best options for marketplace plans since I have opted for early retirement and do not yet qualify for Medicare. Tradewell has been able to meet of all of my planning needs with the various experts all in one office. They offer such complete services with their team which is large enough to meet the needs of all customers and yet small enough to invest a personal interest in each person to whom they provide their services. I would highly recommend the Tradewell team for all of your investment planning needs!

Geri Jones

Aug 5, 2019on

I can’t thank you enough for securing my retirement. Thank you Mike and Staff for treating me so well. Tim bakes the best cookies!