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1661 US 231 South
Crawfordsville, IN 47933

Phone:  765.361.3343
Fax:  765.361.3342

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Hoosier Heartland
Financial Services

 

Team

At Hoosier Heartland Financial Services, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Bob Milligan, AAMS

Investment Advisor Representative

(765) 361-3343

(765)361-3342

[email protected]

Bob has enjoyed helping people with their financial needs for the past 30 years. He started his career as an loan officer for Montgomery County Farm Credit Services in 1981 upon earning a degree in Agriculture Economics from Purdue...

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Danielle Kinkead

Assistant

(765) 361-3343

(765) 361-3342

[email protected]

In addition to managing the day to day operations of the HHFS office, Dani is responsible for ensuring that all clients are “treated like family”. Through her extensive experience and customer service skills, Dani provides...
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