Jeffrey K. Gantz,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey K. Gantz, CFP®


BSH Financial Services, LLC

8335 Allison Pointe Trail, Suite 110
Indianapolis, IN 46250
(317) 577-9000 CONNECT WITH Jeffrey
  • linkedin link


Jeffrey Gantz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at BSH Financial Services, LLC in Indianapolis, IN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 4, 63, 65

Designations & Certifications


Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For a list of states in which I am registered to do business, please visit FINRA BrokerCheck.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Government & Military, Getting Divorced, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care


Helpful Financial Planning Resources