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Eley-Graham-Austgen Financial Advisory Services
- Financial Services
- Crown Point, IN
About this business
Location details
2100 North Main St., One Professional Center, Suite 202, Crown Point, IN, 46307, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I’ve been a client of Dotty and her team for over a decade, and they have consistently exceeded my expectations. They are knowledgeable, responsive, and genuinely committed to helping me achieve my financial goals - regardless of where I was when starting. Their attention to detail and dedication to my accounts give me complete confidence and trust in their services. Highly recommend!
I have been with the Eley, Graham, and Austgen Financial group since moving back to Indiana in 1980. They have been very knowledgeable and supportive to me and my family with our financial needs. They have invested for me and I trust them completely! If you have need of a financial group who you can trust completely, I highly recommend this group. Their office is located on Main Street in Crown Point.
I have used this service for over 30 years. They helped me plan my retirement and have continued to help me execute my plan. Currently I am living out of state. They have been excellent to check in with me via conference calls when there are changes or general status updates. I have had three different consultants because the previous ones retired. Each one was knowledgeable and helped me to secure my desired outcome for my current lifestyle.
I had a schedule meeting today with Dotty. Lines of communication between Dotty and myself went very well. She provided clarification on multiple questions I had. She reviewed all my current investments. Making sure I was satisfied with the direction I was going. She clarified tax ramifications when money is taken from your investments Communication between the financial advisor and client are always important. You agree and discuss issues you disagree with. Dotty understand that. She opens the meeting with your immediate co... read more
They held my account for years. But about 2 years ago the advisor that was on case with my finances left the business. I have had ZERO contact from Dotty until I sent an email inquiring about my account. Dotty told me that she would not take responsibility for any of her advisors and admitted that my account was overlooked and not assigned or managed for the past two years. Then asked what i wanted to have happen now. I said I didn't think I could trust someone who didn't want to take responsibility for neglecting my fin... read more
Frequently asked questions about Eley-Graham-Austgen Financial Advisory Services
How is Eley-Graham-Austgen Financial Advisory Services rated?
Eley-Graham-Austgen Financial Advisory Services has a 4.5 star rating with 8 reviews.
When is Eley-Graham-Austgen Financial Advisory Services open?
Eley-Graham-Austgen Financial Advisory Services is open now. It will close at 5:00 p.m.