About STAR Investment Services | Indiana Financial Advisors

About Us

Who Is STAR Investment Services—And What Do You Offer?

STAR Investment Services delivers investments, financial planning, and retirement, tax, and legacy planning with a collaborative team approach and an emphasis on education. It is conveniently located at STAR Bank, an institution headquartered in Fort Wayne, Indiana that has been helping clients for more than 80 years.

With trusted financial professionals who care deeply about the people and communities we serve, the team at STAR Investment Services provides personalized strategies designed to help you build a future you feel good about, with a plan you understand.

Meet Our Team

Work With A Team You Know And Trust

STAR Investment Services is committed to empowering individuals, families, businesses, and communities across Indiana. Our collaborative team helps every client make wise financial decisions in support of their growth and the future they want.

Rely On A Team Who Puts You First

At STAR Investment Services, collaboration is our strength. Our advisors draw on each other’s knowledge, resources, and community connections to deliver clear, customized guidance. When you work with us, you’re supported by a team that listens first and aligns strategies with your unique needs and goals.

Understand Your Wealth And Your Plans

We believe financial confidence begins with understanding. That’s why our advisors prioritize education—simplifying the complex and making sure you feel informed every step of the way. Whether preparing for retirement or building a legacy, we provide the clarity you need to feel confident at every stage and transition.

Plan For The Future You Want

Our advisors combine decades of experience with a commitment to doing what’s in your best interest. Let us help you build an investment strategy and retirement plan that gives you confidence for today and tomorrow.

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Get The Answers You Need

We know you have questions when it comes to investing, retirement, and planning for the future. Here are some of the most common questions we hear from clients, along with our straightforward answers.

What does STAR Investment Services do?
STAR Investment Services provides retirement planning, investment management, and financial guidance, all located at your local STAR Bank. Our financial professionals help clients prepare for retirement and create legacies with strategies that balance growth, protection, and long-term confidence.
Is STAR Investment Services part of STAR Bank?
STAR Bank has contracted with Cetera Investment Services LLC, member FINRA/SIPC, and Cetera Investment Advisers LLC, a Registered Investment Advisor, to make investment and advisory services available to its clients. STAR Investment Services is a marketing name of Cetera Investment Services.
Who typically works with STAR Investment Services?
Our clients are often families and commercial business owners, as well as couples or individuals nearing or living in retirement. While we don’t have strict account minimums. Many of our clients seek us out for guidance on investments, retirement and income planning, wealth preservation, and legacy planning.
What should I look for when choosing a financial advisor?
When selecting a financial professional, consider factors like fee transparency, experience, longevity, whether their approach aligns with your goals and changing needs, and whether they will act in your best interest (as a fiduciary). The fiduciary standard is a requirement of anyone acting as an "advisor" (ie Investment Advisor Representative). The SEC's Regulation Best Interest, or Reg BI, dictates the best interest requirement for licensed professionals.
How do I start working with STAR Investment Services?
It begins with a conversation. Contact us to schedule an appointment with one of our advisors, and we’ll discuss your goals, current financial picture, and the strategies that can help you pursue the future you want.

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About Our Clients

Explore the individuals, families, and businesses of Indiana that we proudly serve.

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How We Work Together

Explore our collaborative process designed to simplify the complex.

Explore Our Approach

Who You’ll Work With

Connect with financial professionals in Indiana who care for you like family.

Meet The Team