Quimby Associates of Heritage Advisory Group
Financial Services Since 1959
9229 Delegates Row Suite 190
Indianapolis, IN 46240-3825
317-573-3839 (fax)

Our agency is licensed to quote and write insurance policies only in Indiana. To find agents offering these coverages in all other states, please click the IQ.net logo.


Financial Planning
Planning is a very individualized and personal process. We will be happy to meet with you to review any and all of your needs and concerns. Please provide all of this basic information so that we may contact you to set up an appointment convenient for both of us.
 Type of planning desired  

 Name (required)  
 E-Mail Address (required)  
 City, State, Zip  

 Daytime Phone

(one phone number is required)

 Night Phone  

 Personal Information
Current Age  
 Planned Retirement Age  
 Do you have a plan in place currently?  
 Best time to contact you?  
 Best place to contact you?  

Use this space for any remarks or information you deem pertinent at this time



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Page Created 11-20-01
Latest Revision