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118 E. State Street
in downtown Pendleton, Indiana is a one-stop location for all your insurance,
investments and tax planning needs.
You will find the offices
of Performance Financial, LLC; Performance Tax, LLC and Insurance Center
of Pendleton all in one convenient location, ready to help you achieve
all of your financial needs.
Our company has a firm
commitment to assist our clients in reaching their financial goals.
We specialize in offering strategies that can help you...
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Define and achieve
your financial goals.
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Attain and preserve
your desired standard of living.
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Increase your net
worth.
We know that every financial
decision you make affects the people you care about. We're dedicated
to helping you grow your assets and protect your future.
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Our Services include:
Family Financial Planning
Retirement Planning
College Planning
Estate Planning
Tax Preparation Services
401 K Rollover
IRA's, Roth IRA's, SEP's
Life, Health, Disability
Insurance
Mutual Funds, Annuities
Stocks, Bonds
Business Consulting / Planning
Wealth Transfer / Preservation
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Call to
schedule your
appointment today!
118 E. State Street
Pendleton Indiana 46064
P: 765.778.0409
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