Kyle Simpson, Financial Advisor located in Terre Haute, IN

Financial Advisor
Kyle J Simpson

AAMS®, CRPC™
652 East Springhill Drive, Terre Haute, IN 47802opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Values and Faith Based Investing
  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Intergenerational Planning

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Basketball
  • Coaching Sports
  • Community Outreach
  • Movies & Entertainment
  • Spending Time with Family

Team Members

  • Jennifer Fagg
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(812) 478-2515

Fax

(877) 222-8354

Office Address

652 East Springhill Drive
Terre Haute, IN 47802opens in a new window

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