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Find a Location

The Financial Depot has 1 locations, listed below.

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    Business ProfileforThe Financial Depot

    Retirement Planning Services
    BBB accredited business

    At-a-glance

    Customer Reviews

    5/5stars

    Average of 5 Customer Reviews

    Customer Complaints

    This business has 0 complaints

    BBB Rating & Accreditation

    Accredited Since: 12/29/2023

    Years in Business: 3

    Customer Reviews are not used in the calculation of BBB Rating

    Reasons for BBB Rating

    Overview

    The Financial Depot, L.L.C. is your go-to resource for all of your financial budgeting, financial saving, & financial analysis needs including a resource to you & your family for financial strategy analysis & target creation, IRAs, brokerage accounts, money market accounts, annuities, rollovers, life & asset protection as well as mortgage protection.  At The Financial Depot L.L.C., not only is it your Depot for all of your financial needs, it is also a resource to you & your family for healthcare benefits, such as medical, dental, vision & hearing plans, as well as long-term care, disability, final expense & all of your Affordable Care Act & Medicare-related solutions.

    Products & Services

    The Financial Depot, LLC can offer a variety of financial solutions and services that are designed to help you plan for, build and achieve a more stable financial future. These include:

    • Retirement Planning
    • Business Planning
    • Estate Conservation Strategies
    • Fixed and Variable Annuities
    • Variable and Traditional Life Insurance
    • Disability Income and Other Insurance
    • Long-Term Care Insurance
    • 401(k) and other Company Sponsored Plans
    • 403(b) Plans
    • Keoghs Plans
    • Group Medical and Employee Benefits & a Real Time Benefits Monitoring  Platform
    • Mutual Funds
    • Money Markets
    • Traditional and Roth IRAs
    • Wrap Fee Accounts
    • Brokerage Accounts
    • 529 Plans
    • Deferred Compensation Programs
    • Buy-Sell Plans
    • Non-Qualified Retirement Plans
    • Life Insurance for Key Persons
    • Asset Allocation Strategies
    • Under 65 Health Insurance Education & Enrollment
    • Medicare Education & Enrollment

    Business Details

    Location of This Business
    10201 N Illinois St Ste 300, Carmel, IN 46290-1135
    BBB File Opened:
    3/24/2022
    Years in Business:
    3
    Business Started:
    2/16/2021
    Accredited Since:
    12/29/2023
    Licensing Information:
    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
    Type of Entity:
    Sole Proprietorship
    Hours of Operation

    Primary

    M:
    Closed
    T:
    By Appt. Only
    W:
    By Appt. Only
    Th:
    By Appt. Only
    F:
    By Appt. Only
    Sa:
    By Appt. Only
    Su:
    Closed
    Business Management
    • Mr. TJ Parker, CEO/Owner
    Contact Information

    Principal

    • Mr. TJ Parker, CEO/Owner

    Customer Contact

    • Mr. TJ Parker, CEO/Owner
    Additional Contact Information

    Email Addresses

    Customer Complaints

    0 Customer Complaints

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    File a Complaint

    Customer Reviews

    5 Customer Reviews

    What do you think? Share your review.

    How BBB Processes Complaints and Reviews

    Start a Review

    Most Recent Customer Review

    Doug M

    5 stars

    07/20/2024

    The Financial Depot has helped me to walk my journey in retirement! From Pre-65 education sessions to enrolling me in a Pre-65 health insurance plan, they have been my resource for most everything. TJ has been great. I would definitely recommend The Financial Depot if you want things done right and with the service, dedication, and compassion that you deserve. TJ works hard to provide quality service. He is very professional and understanding.

    Local BBB

    BBB Serving Central Indiana

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