Ivy  Emerick,  CFP<sup>&reg;</sup> - Financial Advisor

Ivy Emerick, CFP®

Director of Investment Management

Comprehensive Financial Planning Services

3909 W. 193rd Street
Westfield, IN 46074
FINANCIAL ADVISOR'S WEBSITE
(317) 228-6222

General

Ivy Emerick is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Comprehensive Financial Planning Services in Westfield, IN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Tangible Assets, Long-term Care, Sudden Wealth, Women's Finances

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