Our Offices
Serving Clients
Serving Clients
Where They Are
While our advisors serve clients across the country, our offices provide a premium, private experience for in-person meetings — in settings that reflect the care we put into every client relationship.
Our Locations
Address
9000 Keystone Crossing, 7th FloorIndianapolis, IN 46240
Corporate Mailing Address
1991 Main St. #217Sarasota, FL 34236
Phone
(941) 491-5505Office Hours
Monday - Friday, 9:00 AM - 5:00 PM ETAfter-hours appointments available upon request
Equity Planning Group
40950 Woodward Ave. Ste 200BBloomfield Hills, MI 48304
(248) 932-4600
equityplanninggroup.com
Kuza Wealth Partners
40950 Woodward Ave. Ste 200BBloomfield Hills, MI 48304
(248) 480-9700
kuzawp.com
KKA Financial Services
40950 Woodward Ave. Ste 200BBloomfield Hills, MI 48304
(248) 206-2777
kkafs.com
Meeting With Us
In Person, Remote & Virtual Meetings
Many of our client relationships are conducted entirely or partially remotely. We offer secure video conferencing and digital document signing for clients who prefer to work with us from the comfort of their home or office — regardless of geography.