STOREN FINANCIAL TO RE-OPEN ZIONSVILLE OFFICE


By Neil Lucas. Photos by JJ Kaplan.

Storen FinJust in time for tax season, Zionsville residents Greg and Kim Storen are happy to announce that they are re-opening Storen Financial’s office in Zionsville. Storen Financial’s new office will be located at 1630 W. Oak St. and will continue to provide the outstanding financial planning and tax preparation that Zionsville residents have come to expect. Both locations will be open regular hours starting January 15.

While the natural thing would be to say “welcome back” to Kim and Greg and Storen Financial, it simply would not be accurate. “Welcome back” implies that someone had left and is returning. In the case of Storen Financial, they have never really left Zionsville. In fact, many of you may not have realized that the Elm Street office had moved to Brownsburg, considering Storen Financial has been a top contender for the Zionsville Times Sentinel’s “Best of Zionsville” list the past four years.

In 2009, when they consolidated operations into a 45-year-old Brownsburg business they purchased to assist an ill family member, hundreds (850) of Zionsville clients went with them. With so many Zionsville connections as residents of the Village, members of a local church and supporters of local organizations, Greg and Kim were frequently asked when their business would be returning. In 2013, so many clients asked if they could drop off their tax documents at their home in the Village, they knew the time was right to return.

“We are excited to be back,” says Kim. “We are looking forward to offering two convenient locations for our clients and for the opportunity to get even more involved in the community.”

Storen Financial has been continuously active in the Zionsville community with its

Zville-Storen owners Grey and Kim with their wonderful pet.. by JJ Kaplan

Zville-Storen owners Grey and Kim with their wonderful pet.

outstanding financial support of local Zionsville charitable projects, such as the Zionsville Lions Club and Lions Park, the Lincoln Park Concert Series, Zionsville Little League, Zionsville Football League and the Zionsville Parks Department.

Greg and Kim aren’t the only ones “coming home.” More than 75 percent of the staff is a current or former Zionsville resident. Count on lots of familiar faces.

If you’ve worked with Storen in the past, you know they are much more than just taxes. Greg Storen and Brian Biggs are registered representatives of INVEST Financial Corporation which assists clients with their long-term financial goals, including investments, retirement planning, social security strategies, college savings plans, Indiana long term health care plans and more. In addition, Greg and Brian collectively have four decades of tax preparation experience and can provide details into the tax ramifications of financial planning decisions.

The IRS says that it takes an average of 13 hours for taxpayers to complete their tax return. Basically, that translates into three Sundays of misery and agony for most of us that can be easily alleviated by having the professionals at Storen Financial prepare the return, usually in about an hour.

The tax professionals at Storen prepare a combined 4,500+ individual and business tax returns each year, making them one of the top preparers in the Indianapolis area. In addition, their tax professionals log over 350 hours of continuing education each year.

Complicated returns? No problem. Unique circumstances like adoptions, farms, rental properties and out of state returns? They can tackle it. And unlike many tax preparation companies, Storen Financial prides itself in offering to its clients, free of charge, answers to questions that clients might have throughout the year on tax and financial planning issues.

For your financial planning and tax preparation needs, you will get professional service with a personal touch. Happy Homecoming to Storen Financial!

INVEST Financial Corporation, member FINRA/SIPC, and its affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with Storen Financial. INVEST does not offer tax or legal advice.

Storen Financial
1630 W. Oak St.
Zionsville, IN 46077
317-733-1000
storenfinancial.com

About author

This article was written by neillucas

phản hồi

No Comments

Leave your comment

Your email address will not be published. Required fields are marked *