Customized financial planning solutions in Indiana
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McLemore Financial Strategies LLC
● OpenMcLemore Financial Strategies LLC is a finance and insurance agency located at 23319 Shorelane, Elkhart, Indiana, United States. They offer permanent policies with guaranteed death benefits and cash value growth over time, long-term customizable coverage, and the ability to invest policy cash value in the market. Their services include help with everyday tasks, income replacement due to sickness or injury, professionally managed investments, college savings plans, estate planning, and insurance options for employees and small businesses. They strive to create custom solutions for clients' financial needs and goals, offering support through various life stages. As a financial advisor for Eagle Strategies, a subsidiary of New York Life, Brandon McLemore specializes in creating personalized insurance and financial solutions for clients. They work closely with clients to choose and customize insurance products to protect what matters most, such as family, assets, or business. By offering a range of services from life insurance to financial planning, McLemore Financial Strategies LLC aims to help clients achieve their financial goals and protect their loved ones.
23319 Shorelane, Elkhart, IN 46514, United States -
Lehman Insurance & Financial Group
● ClosedLehman Insurance & Financial Group is a reputable insurance agency located at 315 Lehman Drive in Topeka, Indiana, United States. With a strong commitment to providing quality insurance products and financial services, our experienced team is dedicated to helping clients protect their assets and plan for the future. Whether you are looking for auto, home, life, or business insurance, we have a wide range of options to suit your needs. Trust Lehman Insurance & Financial Group to provide personalized solutions and exceptional customer service.
Topeka Professional Building, 315 Lehman Dr, Topeka, IN 46571, United States -
Your Life Solutions, LLC
● OpenYour Life Solutions, LLC is a health institution located at 1496 Pope Court in Chesterton, Indiana, United States. We offer a wide range of solutions to help improve your overall well-being and quality of life. Our team of experienced professionals is dedicated to providing personalized care and support to help you achieve your health goals. Whether you are looking to improve your physical fitness, mental health, or overall wellness, we are here to help. Contact us today to learn more about our services and how we can help you live your best life.
1496 Pope Ct #2, Chesterton, IN 46304, United States -
Amazing Financial LLC
● ClosedAmazing Financial LLC is a leading finance institution located at 22500 U.S. 20 in South Bend, Indiana. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experts is dedicated to providing personalized solutions and excellent customer service. Whether you need assistance with investments, loans, or financial planning, Amazing Financial LLC is here to help you every step of the way. Visit us today to experience the amazing difference in your financial journey.
22500 US-20 Suite H, South Bend, IN 46628, United States -
Financial Resource Group
● ClosedThe Financial Resource Group is a finance institution located at 3120 Hickory Road in Mishawaka, Indiana, United States. Our team of experienced professionals are dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need assistance with investments, retirement planning, or wealth management, our experts are here to help. Visit us today to learn more about how we can help you achieve your financial goals.
3120 Hickory Rd, Mishawaka, IN 46545, United States -
Edward Jones - Financial Advisor: Dave Pendergast
● OpenEdward Jones - Financial Advisor: Dave Pendergast is a trusted financial institution located at 286 West Johnson Road in La Porte, Indiana. As a dedicated finance professional, Dave Pendergast provides personalized financial advice and investment solutions to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or simply looking to grow your wealth, Dave Pendergast can create a customized financial plan tailored to your individual needs. With a commitment to integrity and excellence, Edward Jones - Financial Advisor: Dave Pendergast is your partner in financial success.
286 W Johnson Rd Suite H, La Porte, IN 46350, United States -
Edward Jones - Financial Advisor: Jennie Girton, CRPC™
● ClosedEdward Jones - Financial Advisor: Jennie Girton, CRPC™ is a trusted financial institution located at 601 State Street in La Porte, Indiana, United States. With a focus on providing personalized financial advice and services, Jennie Girton, a Chartered Retirement Planning Counselor™, helps clients achieve their financial goals and plan for a secure future. Whether you are looking to invest, save for retirement, or create a financial plan, Jennie Girton and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
601 State St Suite A, La Porte, IN 46350, United States -
Edward Jones - Financial Advisor: Matthew B Carroll
● ClosedEdward Jones - Financial Advisor: Matthew B Carroll is a reputable finance institution located at 1704 East Day Road in Mishawaka, Indiana, United States. With a focus on providing personalized financial advice and services, Matthew B Carroll and his team strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your assets, Edward Jones - Financial Advisor: Matthew B Carroll is dedicated to providing top-notch financial solutions tailored to your individual needs.
1704 E Day Rd, Mishawaka, IN 46545, United States -
David Kotecki - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedDavid Kotecki - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 515 Park Place Circle in Mishawaka, Indiana, United States. They offer a range of services and certifications to ensure that their clients receive expert financial advice and planning. Some of the certifications held by their advisors include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics, ensuring that clients receive comprehensive and specialized advice tailored to their individual needs. With a focus on ethics and expertise, David Kotecki - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to providing top-quality financial services to their clients.
515 Park Pl Cir Ste 300, Mishawaka, IN 46545, United States -
United Capital Financial Advisors
● ClosedUnited Capital Financial Advisors is a leading financial institution located at 300 Nibco Parkway in Elkhart, Indiana, United States. Specializing in finance, our team of expert advisors offers personalized financial planning and investment services to help individuals and businesses achieve their financial goals. With a commitment to providing tailored solutions and exceptional customer service, United Capital Financial Advisors is dedicated to helping clients secure their financial future.
300 Nibco Pkwy #100, Elkhart, IN 46516, United States -
Edward Jones - Financial Advisor: Holly Napier
● OpenEdward Jones - Financial Advisor: Holly Napier is a trusted financial institution located at 2132 College Avenue in Goshen, Indiana, United States. Specializing in finance, Holly Napier provides expert advice and personalized financial solutions to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Holly Napier is dedicated to helping individuals and families navigate the complexities of financial planning and investment management. Contact them today to start planning for a secure financial future.
2132 College Ave, Goshen, IN 46528, United States -
Las Americas Financial Services
● OpenLas Americas Financial Services is a reputable finance institution located at 2316 South Main Street in Elkhart, Indiana, United States. We offer a wide range of financial services to meet the needs of our diverse clientele. Our experienced team is dedicated to providing personalized solutions to help our customers achieve their financial goals. Whether you are looking for assistance with loans, mortgages, investments, or retirement planning, Las Americas Financial Services is here to help. Visit us today to learn more about how we can assist you with your financial needs.
2316 S Main St, Elkhart, IN 46517, United States -
Retirement Plan Concepts & Services, Inc.
● ClosedRetirement Plan Concepts & Services, Inc. is a leading institution specializing in retirement planning and financial services. Located at 10319 Dawsons Creek Boulevard in Fort Wayne, Indiana, this company offers expert guidance and personalized solutions to help individuals and businesses achieve their retirement goals. With a team of experienced professionals, Retirement Plan Concepts & Services, Inc. is dedicated to providing comprehensive and innovative retirement planning strategies tailored to each client's unique needs. Whether you are looking to build your retirement savings, maximize your investments, or create a customized retirement plan, this institution is committed to helping you secure a comfortable and financially stable future.
10319 Dawsons Creek Blvd a, Fort Wayne, IN 46825, United States -
First Financial Bank & ATM
● ClosedFirst Financial Bank & ATM is a financial institution located at 220 South Newton Street in Goodland, Indiana, United States. We offer a range of services including banking, ATM access, and financial advice from our team of Wealth Advisors. Our current promotions include a 4.50% APY money market rate and a 5.00% APY 5-month CD special. We also provide resources on tax identity theft prevention and maximizing retirement savings through Roth 401(k)s. At First Financial Bank, we are committed to supporting our communities through lending and investments to low- and moderate-income clients. Our helpful articles cover a variety of financial topics to help you build a successful financial future. Sign up for our emails to receive tips and guidance on improving your financial well-being. We offer a variety of checking and savings accounts, as well as business solutions tailored to your needs. Visit us today to learn more about how we can help you achieve your financial goals.
220 S Newton St, Goodland, IN 47948, United States -
Cornerstone Financial
● ClosedCornerstone Financial is a reputable financial institution located at 2020 Union Street in Lafayette, Indiana, United States. As a trusted provider of financial services, we offer a wide range of products and solutions to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized assistance and guidance to our clients, ensuring that they make informed decisions and secure their financial future. Whether you are looking for investment advice, retirement planning, or assistance with loans and mortgages, Cornerstone Financial is here to help. Contact us today to learn more about how we can help you reach your financial goals.
2020 Union St Suite 400, Lafayette, IN 47904, United States -
First Financial Bank & ATM
● ClosedFirst Financial Bank & ATM is a trusted financial institution located at 536 North College Avenue in Bloomington, Indiana, United States. As a full-service bank, we offer a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our convenient on-site ATM provides easy access to cash withdrawals and account information. With a commitment to excellent customer service and financial expertise, First Financial Bank & ATM is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to experience the difference of banking with us.
536 N College Ave, Bloomington, IN 47404, United States -
First Financial Bank & ATM
● ClosedFirst Financial Bank & ATM, located at 9050 East 56th Street in Indianapolis, Indiana, offers a range of financial services including banking, loans, and wealth management. Our team of Wealth Advisors is ready to assist you in assessing your financial situation and helping you achieve your goals. Take advantage of our competitive rates, such as a 4.50% APY money market rate and a 5.00% APY 5-month CD special. Use the equity in your home to fund your projects, and explore our various account options like Choice Checking for expanded ATM access and lower loan rates. We are dedicated to supporting our community through lending and investments, with over $1 billion in community development funds. Sign up for our emails to receive valuable tips and tools for improving your financial future. Visit us today to learn more about how we can help you achieve your financial goals.
9050 E 56th St, Indianapolis, IN 46216, United States -
Heidorn Financial Center
● ClosedHeidorn Financial Center is a reputable finance institution located at 1405 North Newton Street in Jasper, Indiana, United States. With a strong focus on providing personalized financial services, Heidorn Financial Center offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to providing excellent customer service and expert financial advice. Whether you are looking for investment guidance, retirement planning, or wealth management services, Heidorn Financial Center is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
1405 N Newton St, Jasper, IN 47546, United States -
Fort Financial Credit Union
● ClosedFort Financial Credit Union is a trusted financial institution located at 8815 Lima Road in Fort Wayne, Indiana. As a credit union, we are dedicated to providing our members with personalized financial solutions and exceptional customer service. Whether you're looking for a loan, savings account, or other financial services, our team of experts is here to help you achieve your financial goals. Join us today and experience the benefits of being a member of Fort Financial Credit Union.
8815 Lima Rd, Fort Wayne, IN 46818, United States -
Innovative Financial Services
● ClosedInnovative Financial Services is a cutting-edge finance institution located at 100 Frontage Road in Huntington, Indiana, United States. Our dedicated team of financial experts provides a wide range of innovative and personalized financial services to help individuals and businesses achieve their financial goals. From wealth management and investment planning to retirement solutions and insurance services, we are committed to providing our clients with the highest level of expertise and customer service. Visit us today to experience the difference that our innovative approach to finance can make in your financial future.
100 Frontage Rd, Huntington, IN 46750, United States -
Northwestern Mutual Financial
● OpenNorthwestern Mutual Financial, located at 911 Ridge Road in Munster, Indiana, is a trusted finance and insurance agency. Our dedicated financial advisors are committed to helping you protect your family and achieve your goals through tailored insurance solutions that provide financial flexibility and income protection. With our personalized plans, we aim to balance your current and future priorities to help you make the best financial decisions every day. As a top Independent Investment Broker-Dealer and recognized as the Best Life Insurance Company for Customer Experience, we offer a wide range of financial options designed to support your unique goals. Our advisors take a comprehensive approach to financial planning, combining strategies for growth and protection to help you live the life you've always wanted. Whether you're planning for college, buying a house, starting a family, or retiring, we're here to guide you through life's important milestones. Connect with us today to start working towards your financial goals with confidence.
911 Ridge Rd, Munster, IN 46321, United States -
Diversified Wealth Solutions Powered by LPL Financial
● ClosedDiversified Wealth Solutions, powered by LPL Financial, is a leading finance and insurance agency located at 9635 Saric Court in Highland, Indiana, United States. Our experienced team of financial advisors and insurance professionals are dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking to invest for the future, protect your assets, or plan for retirement, we are here to help you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
9635 Saric Ct Suite 100, Highland, IN 46322, United States -
MDC Business Solutions
● OpenMDC Business Solutions is a premier business consulting firm located at 8320 Kennedy Avenue in Highland, Indiana. Our team of experienced professionals offers a wide range of services to help businesses thrive and grow. From strategic planning and marketing to financial analysis and operations management, we provide customized solutions to meet the unique needs of each client. Contact us today to learn how MDC Business Solutions can help take your business to the next level.
8320 Kennedy Ave, Highland, IN 46322, United States -
BlueSafe Financial LLC
● ClosedBlueSafe Financial LLC is a reputable finance institution located at 100 Saw Mill Road in Lafayette, Indiana, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and exceptional customer service. Whether you need help with investments, retirement planning, or debt management, BlueSafe Financial LLC is here to help you secure a brighter financial future.
100 Saw Mill Rd # 2300, Lafayette, IN 47905, United States -
Innovative Financial Solutions
● ClosedInnovative Financial Solutions is a leading finance institution located at 357 East Winslow Road in Bloomington, Indiana, United States. Our team of experts offers cutting-edge financial solutions tailored to meet the unique needs of our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, our knowledgeable staff is here to help. With a focus on innovation and customer satisfaction, Innovative Financial Solutions is dedicated to helping you achieve your financial goals. Contact us today to learn more about how we can assist you in securing your financial future.
357 E Winslow Rd, Bloomington, IN 47401, United States -
Creative Solutions Consulting
● OpenCreative Solutions Consulting is a leading institution located at 6209 Enclave Boulevard in Greenwood, Indiana, United States. We specialize in providing innovative and customized solutions for businesses looking to enhance their operations, boost productivity, and achieve their goals. Our team of experienced consultants offers a wide range of services including strategic planning, project management, marketing strategies, and more. With a focus on creativity and out-of-the-box thinking, we strive to help our clients stand out in their industry and reach new levels of success. Contact us today to learn how Creative Solutions Consulting can help take your business to the next level.
6209 Enclave Blvd, Greenwood, IN 46143, United States -
Korhorn Financial Group Inc
● OpenKorhorn Financial Group Inc is an accounting, finance, and insurance agency located at 320 Dal Mar Way, Nappanee, Indiana, United States. Our dedicated team of experts offers personalized financial planning through our OnePlan™ process, aligning your financial goals with the right strategies for clarity, confidence, and creativity. Our team of CFPs, CPAs, Enrolled Agents, and Health Insurance Experts collaborate seamlessly to prioritize your financial success with tailored solutions. We offer customized investment management, experienced tax professionals, personalized insurance strategies, and integrated financial solutions for small businesses. Join us on The Wise Money Show for practical financial guidance and empower yourself on your journey to financial success. Securities offered through Silver Oak Securities, Inc., Member FINRA/SIPC. Advisory services offered through KFG Wealth Management, LLC dba Korhorn Financial Group.
320 Dal Mar Way, Nappanee, IN 46550, United States -
Freedom Financial Group, LLC
● ClosedFreedom Financial Group, LLC is a finance and insurance agency located at 420 West Main Street in Carmel, Indiana, United States. Our team of experienced professionals is dedicated to helping clients achieve financial freedom and security through a range of services including financial planning, investment management, retirement planning, and insurance solutions. With a commitment to personalized service and tailored strategies, we strive to empower our clients to make informed decisions and reach their financial goals. Contact us today to learn more about how Freedom Financial Group, LLC can support your financial needs.
420 W Main St, Carmel, IN 46032, United States -
Medaris Financial Management
● ClosedMedaris Financial Management is a leading finance institution located at 8250 Haverstick Road in Indianapolis, Indiana, United States. We specialize in providing expert financial management services to individuals, families, and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized planning and strategic investment strategies. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Medaris Financial Management is here to help you every step of the way. Visit us today to learn more about how we can help you secure your financial future.
8250 Haverstick Rd Suite 280, Indianapolis, IN 46240, United States -
Northwestern Mutual Financial
● OpenNorthwestern Mutual Financial, located at 119 East Center Street in Warsaw, Indiana, is a trusted institution in the finance industry. Our dedicated financial advisors are committed to helping you protect your family and achieve your goals through personalized insurance solutions that provide financial flexibility and income protection. With a focus on understanding your current and future priorities, our advisors will create a comprehensive plan that aligns with your unique needs, at no cost to you. As a Top 10 Independent Investment Broker-Dealer and recognized as the Best Life Insurance Company for Customer Experience by NerdWallet, Northwestern Mutual offers a wide range of financial options, including investments and insurance, tailored to your specific goals. With top financial strength ratings from all major agencies, you can trust in our expertise and commitment to your financial well-being.
119 E Center St # A4, Warsaw, IN 46580, United States
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List of local businesses, places and services in Indiana
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