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Investment Services

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Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Doing What's Right By Our Local Community

Doing What's Right By Our Local Community

STAR Bank has been a household name in financial services for Indiana families and business owners since 1943. STAR Investment Services, conveniently located at STAR Bank, extends our commitment to serving Hoosiers—providing retirement planning, financial planning, and investment solutions to meet your unique needs.

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Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Learn more
Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

Learn more
Find Clarity Through Collaborative Planning

Find Clarity Through Collaborative Planning

At STAR Investment Services, we take a collaborative approach to financial planning and investment management. We start by learning your values, then help you clearly define and prioritize your goals. Together, we review your current picture and build a clear, adaptable plan that reflects what matters most to you and that you can feel confident about.

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Work With A Team That Puts You First

Work With A Team That Puts You First

At STAR Investment Services in Indiana, our financial professionals prioritize your best interests—not sales quotas or product commissions. Experience what it’s like to work with a team that listens first and delivers solutions built around your life, family, and business.

Guidance For Your Journey

Individuals & Families

Individuals & Families

Get a personalized plan and tailored strategies designed to help you grow and enjoy your wealth and protect what matters most.

Pre-Retirees

Pre-Retirees

Plan with clarity and confidence as you approach retirement, with income strategies that help make work-optional a reality.

Retirees

Retirees

Enjoy retirement with personalized income, tax and legacy strategies, with a plan designed to build stability and your vision for the future.

Commercial Business Clients

Commercial Business Clients

Empower your business and employees with strategic solutions and retirement plans designed to strengthen their future and yours.

Services Tailored To Your Life And Business

From investment advice to strengthening your business benefits, STAR Investment Services offers tailored strategies that simplify complex decisions and provide clarity for individuals, families, and employers alike.

Personal Wealth Services For Individuals & Families

Plan, prepare, and live with confidence. From helping to create sustainable income to leaving a meaningful legacy, our services are designed for every stage of your life.

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Business Services For Commercial Clients

We partner with businesses to design retirement plans and provide financial education that empowers employees, reduces complexity, and helps you invest in the well-being of your team.

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Learn, Grow, And Build Financial Confidence

Explore insights on retirement, tax strategies, lifestyle planning, investment management, insurance, and legacy preparation. Check back often as we update these resources regularly.

Dog Bites Neighbor. Now What?

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Diversification, Patience, and Consistency

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.
How Retirement Spending Changes With Time

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

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1-260-428-7094 


Address

215 W Main St

Fort Wayne, IN 46802