TOP 10 Best Bank financial advisor in Valparaiso, Indiana
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Fifth Third Bank & ATM
● ClosedFifth Third Bank & ATM is a trusted financial institution located at 808 Vale Park Road in Valparaiso, Indiana. With a range of banking services and convenient ATM access, customers can easily manage their finances and access their accounts. Whether you need to deposit checks, withdraw cash, or speak with a financial advisor, Fifth Third Bank & ATM is dedicated to providing top-notch service and support to the Valparaiso community. Visit us today to experience reliable and efficient banking solutions.
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Centier Bank
● ClosedCentier Bank, located at 2707 Laporte Avenue in Valparaiso, Indiana, is a customer-centric institution offering comprehensive financial solutions for individuals and businesses. With a commitment to exceptional service, Centier specializes in personal and business banking, including personal checking and savings accounts, personal loans, home loans, mortgages, small business loans, and commercial lending solutions. From convenient online banking to personalized financial options, Centier is dedicated to enriching lives through financial guidance. Join our growing family of satisfied customers in Valparaiso and experience local community banking with a personalized approach. Visit one of our three other Valparaiso area banks in downtown, South, and North Valpo.
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Vertical Financial Group
● ClosedVertical Financial Group is a leading finance institution located at 555 Eastport Center Drive in Valparaiso, Indiana, United States. With a focus on providing top-notch financial services, Vertical Financial Group offers a wide range of solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, our team of experts is dedicated to helping you achieve your financial goals. Trust Vertical Financial Group to provide you with the expertise and guidance you need to secure your financial future.
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Blue Sky Financial Partners
● ClosedBlue Sky Financial Partners is a reputable finance institution located at 2400 Cumberland Drive in Valparaiso, Indiana, United States. With a focus on providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Blue Sky Financial Partners is here to help. Contact us today to learn more about how we can assist you in securing a brighter financial future.
2400 Cumberland Dr suite a, Valparaiso, IN 46383, United StatesAdvertisements -
Fifth Third Private Bank - Michael Donovan
● ClosedFifth Third Private Bank - Michael Donovan is a prestigious financial institution located at 57 Michigan Avenue in Valparaiso, Indiana, United States. Specializing in private banking services, this institution offers personalized financial solutions tailored to meet the unique needs of high-net-worth individuals and families. With a strong focus on wealth management, investment strategies, and estate planning, Fifth Third Private Bank - Michael Donovan is committed to helping clients achieve their financial goals and secure their financial future. Backed by a team of experienced professionals, clients can trust in the expertise and guidance provided by this esteemed institution.
57 Michigan Ave Suite 105, Valparaiso, IN 46383, United States -
BMO Bank N.A Branches
● ClosedBMO Bank N.A Branches, located at 750 South Washington Street in Valparaiso, Indiana, United States, is a full-service branch offering a wide range of banking services, investments, and lending products for both personal and commercial customers. As a member of FDIC, BMO Bank N.A ensures that all banking products and services are subject to bank and credit approval. In compliance with the USA Patriot Act, the institution requires customers to provide identification when opening an account to prevent terrorism and money laundering activities. Additionally, BMO Bank N.A advises customers to review the privacy and security policies of third-party websites linked to their site. It is important to note that the information provided is not intended to be tax or legal advice, and customers should consult with their independent legal and tax advisors for personalized guidance.
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Centier Bank
● ClosedCentier Bank, located at 150 Lincolnway in Valparaiso, Indiana, is your trusted community financial institution. We are more than just a bank - we are your financial guide for a brighter tomorrow. Our experienced team offers a wide range of banking services for individuals and businesses, providing personalized solutions to meet your financial needs. From personal checking and savings accounts to home loans and mortgages, we are here to help you make informed decisions and plan for a secure future. Visit our Valparaiso branch to experience why Centier is the top choice for reliable banking solutions in the area. Please call ahead for any products or services listed with an "*" at our Valpo East, Valpo South, and Valpo North locations.
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Thrivent Financial For Lthrns: Watkins Douglas
● ClosedWelcome to Thrivent Financial for Lutherans: Watkins Douglas, your trusted insurance agency located in Valparaiso, Indiana. At our office, we believe everyone deserves a financial plan they can be confident about, and it all begins with the right financial advisor. Our dedicated team is committed to understanding your unique situation and goals, enabling us to identify strategies and solutions tailored to help you achieve your aspirations. Whether you're just starting out, building a financial foundation, or approaching retirement, our financial advisors are here to guide you through life's challenges and opportunities. We understand that sometimes financial paths can veer off course, but with our expert guidance, you can develop a plan that keeps you focused on what truly matters.
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Everwise Credit Union
● ClosedEverwise Credit Union, located at 1918 165th Street in Hammond, Indiana, is a trusted financial institution offering personal and business banking services, as well as loans. With Round-Up Savings, you can easily save by rounding up your debit transactions. Start earning high rates on deposits with a Share Certificate, requiring only a $500 minimum investment. Our goal is to provide financial confidence with every interaction. We offer a range of banking solutions including checking accounts, savings accounts, mortgages, auto loans, and more. Bank online or through our mobile app, or visit our branches in Indiana and southwest Michigan. Our convenient locations include Avon, Carmel, Gary, South Bend, Valparaiso, and more. Please note that Everwise is not responsible for the accuracy or security of external websites. Enroll today to access online banking through our app or website.
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Harvest Wealth Partners
● ClosedHarvest Wealth Partners is a financial planning firm located in Munster and Valparaiso, Indiana. Our team is dedicated to helping individuals prepare for retirement and achieve their financial goals. We support our local community through volunteering and donations to organizations such as the Food Bank of NWI and the Special Olympics of NWI. Our experienced team, including CERTIFIED FINANCIAL PLANNER™ Practitioners, Investment Advisor Representatives, and Registered Representatives, is committed to providing personalized service tailored to each client's needs. Whether you're planning for retirement, college savings, or estate strategy, we can help you navigate the financial planning process. Contact us today to learn more about how we can assist you in preparing for today and tomorrow. Securities offered through LPL Financial, member FINRA / SIPC. Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Private Advisor Group and Harvest Wealth Partners are separate entities from LPL Financial. Securities business is conducted with residents of select states. Contact us for more information or to schedule a consultation.
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Barney & Pendleton Group
● ClosedBarney & Pendleton Group is a finance institution located at 61 Indiana Avenue in Valparaiso, Indiana, United States. Led by Bill Pendleton, the institution can be reached at (219) 464-4481 or via email at bpendleton@onesco.net. Please note that Barney & Pendleton Group is not affiliated with The O.N. Equity Sales Company or O.N. Investment Management Company. Securities are offered through The O.N. Equity Sales Company, located at One Financial Way in Cincinnati, Ohio. They are a member of FINRA/SIPC. Investment Advisory Services are offered through O.N. Investment Management Company. For more information, please contact (513)794-6474. Be sure to check the background of this investment professional before making any decisions.
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Gina Aguilar - Thrivent
● ClosedGina Aguilar - Thrivent is a finance institution located at 331 806 North, Valparaiso, Indiana, United States. Our focus is on creating comprehensive financial plans tailored to the individual needs and goals of our clients. We understand that investable assets represent hopes and dreams, and we are dedicated to providing financial advice that creates a better life for you and your loved ones. Our custom comprehensive planning takes into account all aspects of your financial situation, including tax consequences. We believe that money is a tool, not a goal, and strive to help our clients achieve financial clarity and confidence as they work towards their financial goals and dreams. At Gina Aguilar - Thrivent, we offer a range of financial services including investments, insurance, banking, and generosity programs to help people make the most of their financial resources. We are committed to providing attentive service and customized strategies to help our clients fulfill their values and sense of purpose. When you join Thrivent, you become part of a community of people looking out for others and sharing in the collective ownership of our company.
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William Maar - Thrivent
● ClosedWilliam Maar - Thrivent is a finance institution located at 331 806 North, Valparaiso, Indiana, United States. At our institution, we believe in creating a comprehensive financial plan that is tailored to the individual needs and goals of our clients. We understand that investable assets represent hopes and dreams, and our goal is to provide financial advice that creates a better life for you and your loved ones. Our team at Maar Financial Group is dedicated to delivering customized strategies and attentive service to help you achieve financial clarity and confidence as you work towards your goals and dreams. We offer a range of financial services including investments, insurance, banking, and generosity programs to help you make the most of your resources.
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Fifth Third Preferred - Bennett Coulopoulos
● ClosedFifth Third Preferred - Bennett Coulopoulos is a finance institution located at 808 Vale Park Road in Valparaiso, Indiana, United States. With a focus on providing personalized financial services, they offer a range of banking and investment solutions tailored to meet the needs of their clients. Whether you are looking to grow your wealth, manage your assets, or plan for the future, Fifth Third Preferred - Bennett Coulopoulos is dedicated to helping you achieve your financial goals. Visit their office today to learn more about their services and how they can assist you in securing your financial future.
808 Vale Park Rd, Valparaiso, IN 46383, United States -
ATM
● OpenWelcome to Centier Bank ATM, conveniently located at 1500 119th Street, Whiting, Indiana 46394. As a trusted financial partner, Centier Bank is dedicated to helping you achieve your savings goals and manage your finances with ease. With our Centier Connect Checking and Savings accounts, you can earn up to 5.00% APY on your savings by using your debit card for everyday purchases, making your money work harder for you. Whether you're just starting your financial journey or looking to optimize your savings strategy, Centier Bank is here to guide you every step of the way. Embrace the convenience of self-service banking with our digital banking options, available on your mobile phone, tablet, or personal computer, ensuring secure and efficient management of your finances.
1500 119th Street, Whiting, Indiana 46394, United States -
ATM
● OpenWelcome to Centier Bank's ATM located at 747 Broadway, Gary, Indiana 46402. As a trusted financial partner, we are committed to helping you achieve your savings goals faster with our Centier Connect Checking and Savings accounts. Enjoy the benefit of earning up to 5.00% APY on your savings simply by using your debit card for everyday purchases. Whether you're just starting your financial journey or planning for the future, Centier Bank is here to guide you every step of the way. Our self-service banking options allow you to manage your finances conveniently from your mobile phone, tablet, or personal computer. Sign up for digital banking to enhance the security and convenience of your banking experience.
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John Yelkich - State Farm Insurance Agent
● ClosedWelcome to John Yelkich - State Farm Insurance Agent, your trusted partner in securing your future and protecting what matters most to you. Conveniently located at 409 Main Street, Hobart, Indiana, just north of Centier Bank on the east side of Main Street, we proudly serve the vibrant Northwest Indiana community, affectionately known as "da Region." As a dedicated insurance professional with over a decade of experience, John Yelkich brings a wealth of knowledge and a deep connection to the local area. A proud graduate of Valparaiso University with a bachelor's degree in Sociology, John has been passionately meeting the insurance needs of Northwest Indiana residents. Born and raised in Hobart Township, John understands the unique needs and challenges of the community and is committed to providing personalized service with integrity and care.
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