Atled Financial - Highland, Indiana

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Atled Financial: A Dedicated Financial Institution

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For individuals and businesses seeking a reliable and supportive financial partner, Atled Financial presents a compelling option. Located at 3801 Ridge Rd, Highland, IN 46322, and easily accessible with a wheelchair accessible entrance and wheelchair accessible parking lot, Atled Financial offers a comprehensive suite of services delivered with a personalized approach. Their commitment to client success is evident in their dedicated team and convenient on-site parking. The company’s phone number is 2195133710, and prospective clients can learn more and explore their offerings on their website: atledfinancial.com. They specialize as a Financial institution, providing tailored solutions to meet diverse needs.

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About Atled Financial

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Atled Financial distinguishes itself through a client-centric philosophy. They understand the unique challenges faced by entrepreneurs and business owners, often lacking the structured support traditionally found within a conventional 9-to-5 environment. The company’s core mission is to provide continuous, individualized guidance, proactively reviewing a client’s financial standing to ensure optimal strategies are consistently implemented. This dedication to proactive support is frequently highlighted in client feedback, suggesting a strong emphasis on partnership and long-term financial well-being.

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Services Offered

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While the specific details of their service offerings are best obtained directly from the company, Atled Financial’s designation as a Financial institution implies a broad range of capabilities. These likely include, but are not limited to: business banking services, investment management, financial planning, and potentially lending solutions. The collaborative nature of their approach, as suggested by positive client testimonials, indicates they work closely with other professional advisors – such as attorneys and accountants – to provide a holistic and integrated financial strategy. This integrated approach is designed to protect clients’ interests and ensure a well-rounded financial outlook.

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Client Feedback and Reputation

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Atled Financial maintains 13 reviews on Google My Business, reflecting a significant level of client engagement and feedback. The average opinion is a solid 4.2/5, demonstrating a generally positive experience. Client comments consistently praise the knowledge and support provided by their team, particularly Delta Jones-Walker. Many clients describe her as exceptionally knowledgeable, supportive, and encouraging, going above and beyond to understand their individual circumstances and provide tailored advice. It's clear that Delta’s dedication and proactive engagement play a crucial role in the positive client experience. Several reviews specifically mention her consistent review of client standing and her willingness to collaborate with other professionals – attorneys and accountants – to ensure comprehensive protection and a well-informed financial strategy. The overall sentiment suggests a team that prioritizes client relationships and strives to deliver exceptional service.

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Key Features and Benefits

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• Accessibility: The wheelchair accessible entrance and parking lot demonstrate a commitment to inclusivity and ensuring access for all clients.

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• Personalized Service: The team's focus on individual client needs, as evidenced by client testimonials, suggests a tailored approach to financial planning and management.

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• Collaborative Approach: Working with legal and accounting professionals fosters a comprehensive and well-rounded financial strategy.

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• Proactive Support: Continuous review of a client's financial standing ensures ongoing optimization and alignment with their goals.

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In conclusion, Atled Financial appears to be a valuable resource for individuals and businesses seeking a Financial institution that prioritizes client success and offers a supportive, accessible, and collaborative environment. Their dedication to understanding individual needs and working in partnership with other professionals positions them as a trusted advisor in the financial landscape.

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👍 Reviews of Atled Financial

Divine S.

5/5

Delta Jones-Walker is everything!!! Not only is she knowledgeable, but she is supportive and encouraging! As a business owner, you don't have the advantage that a 9 to 5 offers. But , Delta takes time to continuously review your standing to ensure you are doing what's best for your individual situation. She provides support and is easy to work with and collaborates with your chosen professionals like attorneys and accountant so that you are well rounded and protected. everyone should have Delta on their team. I am grateful for all she has done for me and my family!

Alene S.

5/5

Delta Jones Walker is definitely the person to go to for your financial needs. My husband and I wanted to retire but wasn't sure about our financial standing. After meeting with Delta and providing the information that was requested from us, not only could we retire but we saw were our money was going and our best way to save. So if you're looking for someone trustworthy, she is that person.

Toni E.

5/5

Delta Jones-Walker is more like family than my financial advisor. For the past 30 years since 1992, she has been there through the death of both my parents and a sibling, my marriage, the purchase of a second home and has grown my portfolio. Now, we're pushing to expand even more when I retire in 10 years.

She is always on top of market trends, law/statute changes and the latest developments within the federal government that could adversely affect my portfolio.

Delta is firm but fair. She has your best interest at heart and ALWAYS works for the best interest of her clients. Out of shear selfishness, I only refer her to a small circle so I can keep her to myself 🙂

Best asset at Atled Financial. Wherever she goes, I'll be there as a client!!!

Karen F.

5/5

I have used Delta Walker of Atled and referred her to family members. She is professional, trustworthy and full of great advice. She anticipates your financial needs before they arise and she is very proactive. I would highly recommend her for the estate planning, retirement, college saving and other financial needs.

Chelsea W.

5/5

I have been a client with Delta Jones-Walker for 5 years, and I am so pleased with the services that I receive. Delta has helped me to get debt free and build my stock portfolio. For once in my life, I am now financially fit and I owe it all to Delta and Atled Financial!

Romeka S.

5/5

ATLED Financial is a great company to consider for all of your financial needs. I was clueless on where to begin with purchasing stocks and how much life insurance to purchase for my family. Delta, CEO of ATLED, thoroughly explained them both to me. Even a kindergartner could understand! 😃 She is the best in the business! If there were 10 stars to give, I would give 20. I have referred several family members to this company, and they all have said the service was top notch!!

Kevin W.

5/5

I’ve had the privilege of retaining Atled Financial for retirement strategy, life insurance needs and financial portfolio growth. Her years of experience of assisting her clients in these areas and more has kept her existing clients repeatedly referring new clients.

Shadasi W.

5/5

Very reliable trustworthy. Mrs. Delta is very kindhearted and so sweet. I would recommend Atled financial to everyone I know.