TOP 30 Financial advisor for financial consulting in Michigan City, Indiana

35 results found

Merrill Lynch Financial Advisor William E Simon is a reputable finance institution located at 100 North Michigan Street in South Bend, Indiana, United States. As a trusted financial advisor, William E Simon offers expert guidance and personalized financial planning services to help clients achieve their financial goals. With a focus on providing tailored investment strategies and wealth management solutions, this institution is committed to helping individuals and businesses build and protect their financial futures. Trust Merrill Lynch Financial Advisor William E Simon for professional and reliable financial advice.

Edward Jones - Financial Advisor: Tim Gartland, AAMS™ is a trusted financial institution located at 2146 North Karwick Road in Michigan City, Indiana, United States. Specializing in providing personalized financial advice and services, Tim Gartland is a highly qualified advisor with the Accredited Asset Management Specialist™ certification. With a focus on building long-term relationships with clients, Edward Jones offers a wide range of financial solutions to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Tim Gartland and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Jessica L Blumenfeld is a trusted financial institution located at 401 Washington Street in Michigan City, Indiana. With a focus on personalized financial planning and investment strategies, Jessica L Blumenfeld is dedicated to helping clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Jessica L Blumenfeld offers expert advice and guidance to help you make informed decisions. With a commitment to excellent customer service and a deep understanding of the financial market, Edward Jones - Financial Advisor: Jessica L Blumenfeld is a reliable partner in helping you secure your financial future.

Edward Jones - Financial Advisor: Jonathan E Salisbury, AAMS™ is a reputable finance institution located at 717 Michigan Avenue in La Porte, Indiana, United States. With a focus on providing personalized financial advice and services, Jonathan E Salisbury, AAMS™ helps clients navigate the complexities of investing, retirement planning, and wealth management. With a commitment to building long-term relationships based on trust and integrity, clients can rely on Edward Jones for expert guidance in achieving their financial goals.

Robinson's Financial is a trusted finance institution located at 113 East Michigan Street in New Carlisle, Indiana, United States. With a strong reputation for providing excellent financial services, Robinson's Financial offers a range of options to meet the needs of individuals and businesses alike. Whether you are looking for assistance with investments, loans, or other financial matters, our knowledgeable team is here to help. Visit us today to learn more about how Robinson's Financial can help you achieve your financial goals.

Billie Treber, 1st Source Asset Advisors is a financial institution located at 100 North Michigan Street, South Bend, Indiana, United States. The financial consultants at 1st Source Asset Advisors specialize in creating personalized financial plans that cater to the unique goals and circumstances of each client. Services offered include Rollover Services, Traditional & Roth IRAs, Mutual Funds, Stocks & Bonds, Retirement Planning, Education Planning, Long Term Care Insurance, Risk Management, Automated Investing, and Guided Wealth Portfolios. The institution follows a client-centric process involving a comprehensive three-step planning approach to identify needs, implement strategies, and monitor progress. The experienced financial consultants at Billie Treber, 1st Source Asset Advisors strive to simplify their clients' financial lives and provide personalized care.

Engage Financial Group is a leading finance institution located at 11622 North Michigan Road in Zionsville, Indiana, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Engage Financial Group is here to help. We strive to build long-lasting relationships with our clients by offering personalized solutions tailored to their individual needs and goals. Trust Engage Financial Group to guide you towards a secure financial future.

Edward Jones - Financial Advisor: Craig M Wilson, CFP® is a reputable financial institution located at 111 North Michigan Street in Plymouth, Indiana, United States. Specializing in providing personalized financial planning services, Craig M Wilson, a Certified Financial Planner, offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or build a diversified investment portfolio, Edward Jones - Financial Advisor: Craig M Wilson, CFP® is committed to providing top-notch financial solutions tailored to your specific needs. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions with the support of Craig M Wilson and his team.

Merrill Lynch Financial Advisor Jennifer A Holland, located at 10800 North Michigan Road, Zionsville, Indiana, United States, is a prestigious finance institution that prides itself on providing exemplary client service. With advisors who have received recognition from top financial industry publications, including Forbes and Barron's, Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. The team at Merrill Lynch, supported by the global resources of the company, is comprised of talented and experienced individuals committed to helping clients pursue their financial goals while managing investment risk. By understanding each client's unique needs and priorities, Merrill Lynch advisors work to design and implement personalized plans intended to help clients achieve their financial aspirations. From retirement planning to wealth management, Merrill Lynch offers comprehensive financial solutions tailored to each individual's goals and circumstances. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can rest assured that their financial needs are in good hands. The advisors at Merrill Lynch believe that financial success is achieved by making informed investment decisions that align with each client's personal goals and values. By getting to know each client personally and understanding what matters most to them, Merrill Lynch advisors can create a financial approach that reflects their unique personality and priorities. Through regular check-ins and adjustments to the financial approach as needed, Merrill Lynch advisors work to help clients stay on track towards achieving their goals. Whether it's planning for retirement, saving for a major purchase, or funding a child's education, Merrill Lynch advisors are dedicated to helping clients navigate the complexities of their financial lives and build a customized investment approach that addresses their needs and aspirations. By working with a dedicated Merrill Lynch advisor, clients can benefit from personalized investment strategies and comprehensive financial solutions that are tailored to their individual circumstances. With the support and expertise of Merrill Lynch, clients can feel confident that their financial future is in good hands.

Merrill Lynch Financial Advisor Connor T Ryan is a prestigious finance institution located at 10800 North Michigan Road, Zionsville, Indiana, United States. The institution takes pride in its advisors who have received recognition from financial industry publications and Bank of America Corporation. Merrill's advisors are known for their exemplary client service and have been ranked in various categories such as "Best-in-State Wealth Advisors," "America's Top Wealth Advisors," and "Top Next-Generation Wealth Advisors" by Forbes and Barron's. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. The advisors focus on understanding clients' goals, priorities, and aspirations to develop personalized financial plans that help manage investment risk and pursue financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, the advisors at Merrill Lynch work with clients to address their financial needs and help them achieve their goals. The institution offers tools such as the Investment Personality Assessment and Merrill Personal Wealth Analysis™ to tailor financial approaches to individual goals and preferences. As life and goals change, the advisors at Merrill Lynch help clients stay on track by revisiting and adjusting their financial approach. Merrill Lynch Wealth Management Advisors prioritize the client's needs and goals, offering personalized investment strategies and comprehensive financial solutions. The institution is committed to providing dedicated one-on-one relationships and guidance to help clients navigate the financial complexities of life and achieve their goals.

Merrill Lynch Financial Advisor Justin M Smith is a finance institution located at 10800 North Michigan Road, Zionsville, Indiana, United States. The institution is proud of its advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. They believe in setting the standard for exemplary client service. The institution has been featured in Forbes "Best-in-State Wealth Advisors" from 2018 to 2023, Forbes "America's Top Wealth Advisors" from 2017 to 2022, and Barron's "Top 100 Financial Advisors" in 2018. The team at Merrill Lynch is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. They focus on understanding your family, goals, and priorities in order to create a personalized financial plan to help you pursue your financial goals while managing investment risk. The institution offers banking products provided by Bank of America, N.A. and affiliated banks. They believe in the importance of having a conversation to identify and prioritize your goals, and offer tools to help you track changes in your life and financial approach. The advisors at Merrill Lynch Wealth Management are dedicated to helping you achieve your goals by getting to know you personally and creating a customized investment approach tailored to your needs.

Merrill Lynch Financial Advisor Jim T Ruthrauff is a finance institution located at 100 North Michigan Street, South Bend, Indiana, United States. Our mission is to understand you and what matters most to you, so we can help you design and implement a personalized plan to pursue your financial goals while managing investment risk. We focus on potential solutions that can turn your goals into reality, whether it's planning for future healthcare expenses, college, business transactions, or passing wealth to future generations. With access to investment insights from Merrill and banking solutions from Bank of America, we work with you to develop an approach that addresses your financial needs. Our team is committed to building strong client relationships based on trust and personalized service. We have received recognition from financial industry publications and Bank of America for our exemplary client service. Let's work together to help you achieve your financial goals.

Located at 406 West Maumee Street in Angola, Indiana, State Farm: Austin Budreau is an insurance agency serving clients in Indiana, Michigan, and Ohio. With over 80 years of combined State Farm Team Experience, our agency offers a wide range of insurance and financial services, including coverage for auto, home, life, renters, boat, motorcycle, and small business owners. Our team of licensed professionals is dedicated to helping you find the right insurance coverage for your specific needs. In addition to insurance services, we also provide guidance on reducing sewer or drain losses in your basement, telematics for sharing vehicle information, and DIY auto maintenance tips to combat rising repair costs. Our mission is to help individuals and businesses in Angola, Fremont, Hamilton, and throughout Steuben County manage risks, recover from the unexpected, and achieve their dreams.

Glenn Scholl - State Farm Insurance Agent is located at 23947 Salt Fork Road in Lawrenceburg, Indiana. At the intersection of State Line Road and Salt Fork Road, this insurance agency offers a variety of State Farm products and services including Car Insurance, Renters Insurance, Commercial Auto Insurance, Business Insurance, Life & Health Insurance, and Pet Insurance. The team is licensed to serve insurance needs in Indiana, Ohio, Kentucky, and Michigan. The agency is committed to serving the community with integrity, honesty, and superior personalized service. The team is dedicated to helping customers with their insurance needs and believes in treating everyone with respect and kindness. Stop by the office or call today for a free quote on Auto Insurance or Homeowners Insurance. The team at Glenn Scholl - State Farm Agent is looking for a new team member who is committed to excellence and personal achievement. If you are willing to work hard and want to make an impact, this could be the place for you. Contact the office for more information on available career opportunities.

Nate Lauer - State Farm Insurance Agent is a well-established insurance agency located at 1201 North Wayne Street in Angola, Indiana. Since 2014, Nate Lauer and his team have been dedicated to serving the Steuben, Lagrange, Dekalb, and Auburn counties communities. They are passionate about educating and taking care of their insureds, offering a wide range of State Farm insurance products including Car Insurance, Homeowners Insurance, Renters Insurance, Life Insurance, Health Insurance, Financial products, and Small Business Insurance. With over 50 years of combined insurance experience, Nate Lauer and his team are committed to helping customers make informed decisions to protect themselves, their families, and their businesses from day-to-day risks. They offer personalized service and treat their customers like family.

Rich Was - State Farm Insurance Agent is an insurance agency located at 2030 South Bend Avenue in South Bend, Indiana. Conveniently situated near Notre Dame, across from Dairy Queen, and between Ironwood and Edison, our office proudly serves the South Bend area and surrounding communities in Indiana and southern Michigan. As a State Farm Insurance Agent since 1991, I lead a team of licensed Insurance Professionals dedicated to providing personalized insurance coverage for your specific needs. From Auto Insurance and Homeowners Insurance to Life Insurance and Financial Services, we also offer assistance to small business owners with their Commercial lines of insurance. Contact us today for a free quote on Car Insurance, Home Insurance, or Life Insurance. We are committed to protecting what matters most to you, your family, and your business. Whether you need to safeguard your car, home, or life, our experienced team is here to help. Reach out to us via phone, text, visit, email, or Facebook message to get connected with us today.

Connie Patricks - State Farm Insurance Agent is an insurance agency located at 2103 Franklin Street in Michigan City, Indiana. They are licensed in all areas of insurance in Indiana, Illinois, and Michigan, offering services such as car insurance, home insurance, life insurance, and health insurance. They are also able to help with second/seasonal homes and out of state transfers from Illinois. The agency is a 6x Ambassador Club Qualifier and offers free quotes on various insurance policies. They also provide information on topics such as the duties of a will Executor, the dangers of drunk driving, and factors to consider before adopting a new pet. Their vision is to prioritize the interests of State Farm customers and manage the risks of everyday life in a caring and professional manner. For more information, customers can call their office or visit their website. Please note that sensitive personal information should not be included in communications. State Farm VP Management Corp. distributes securities and offers a Customer Relationship Summary. Various insurance and deposit products are offered by U.S. Bank National Association. Pre-existing conditions may affect pet insurance policies. State Farm is not responsible for third party sites or products. Customers should consult a tax or legal advisor for personalized advice.

Priority Risk Management Inc is a leading insurance agency located at 2628 South Michigan Street in South Bend, Indiana. We specialize in providing personalized risk management solutions to individuals and businesses, helping them protect their assets and achieve financial security. Our team of experienced professionals is dedicated to ensuring that our clients receive the best coverage at competitive rates. Whether you are looking for auto, home, life, or commercial insurance, we have the expertise to tailor a policy to meet your specific needs. Contact us today to learn more about how Priority Risk Management Inc can help you safeguard what matters most.

Andrew Mitchell - State Farm Insurance Agent is an insurance agency located at 218 West 4th Street in Michigan City, Indiana, United States. At our institution, we understand that saving for big goals can be overwhelming, so we help break it down into manageable tasks. We offer information on different types of mortgages to help you determine what works best for you. Additionally, we provide tips on DIY auto maintenance to combat rising repair costs. For your protection, we advise against sharing sensitive personal information on our website. If you have difficulty accessing our site, please call (219) 879-2329 for assistance. Investors should carefully consider investment options and read fund prospectuses for important information.

Douglas Bradley II - State Farm Insurance Agent is an insurance agency located at 301 U.S. 20, Michigan City, Indiana, United States. Douglas Bradley II is a licensed insurance agent serving Indiana, Illinois, and Michigan, with bilingual team members. The office offers a wide range of insurance products including auto, homeowners, life, business, commercial, motorcycle, boat, property, and health insurance. They provide great coverage throughout LaPorte County, including Michiana Shores, Long Beach, Trail Creek, Potawatomi Park, Michigan township, Kingsford Heights, and LaPorte. The agency also offers information on topics such as drunk driving prevention, boat and yacht insurance, metal roofs, and more. Customers can contact the office at (219) 872-0554 for any inquiries or assistance. Please note that State Farm Life Insurance Company issues life insurance and annuities, while U.S. Bank National Association offers deposit products. State Farm is not affiliated with Trupanion or American Pet Insurance, but pet insurance products are underwritten by these companies. State Farm advises customers to consult a tax or legal advisor for personalized advice.

Justin Elias - State Farm Insurance Agent is located at 11590 McKinley Highway in Osceola, Indiana, United States. As an insurance agency, we specialize in helping people relocate to Indiana and Michigan by providing better insurance options. Our services include free Auto Insurance and Homeowners insurance quotes throughout Indiana and Michigan, with a focus on St Joseph County, Elkhart County, and Cass County. Our office is dog friendly, wheelchair accessible, and we are happy to schedule appointments in-person at our office, at your home, or virtually. We offer insurance for cars, homes, personal property, and future income, as well as Renters Insurance, Condo insurance, and Life insurance. We also work with small business owners for their Business insurance needs.

Espar Marc CPA is a reputable accounting and finance institution located at 1401 South Woodland Avenue in Michigan City, Indiana, United States. With a team of experienced and knowledgeable Certified Public Accountants, they offer a wide range of services to individuals and businesses. From tax preparation and planning to financial consulting and auditing, Espar Marc CPA is dedicated to providing top-notch financial solutions tailored to meet their clients' needs. Trustworthy, reliable, and professional, Espar Marc CPA is the go-to institution for all your accounting and finance needs in Michigan City.

OSBORN Wealth Management is a finance institution located at 912 Michigan Avenue in La Porte, Indiana, United States. With a focus on providing personalized financial planning and investment management services, OSBORN Wealth Management is dedicated to helping clients achieve their financial goals and secure their financial futures. Their team of experienced professionals offer expert guidance and customized solutions to help clients navigate the complexities of the financial world with confidence and peace of mind. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, OSBORN Wealth Management is committed to providing you with the highest level of service and expertise.

Walter & Keenan Wealth Management is a leading finance institution located at 202 South Michigan Street in South Bend, Indiana, United States. With a commitment to providing personalized financial solutions, our team of experts offers a wide range of services including investment management, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, our experienced professionals are here to help you achieve your financial goals. Visit us today to see how we can help you secure your financial future.

Merrill Lynch is a renowned finance institution located at 100 North Michigan Street in South Bend, Indiana, United States. With a long history of providing top-notch financial services and investment advice, Merrill Lynch is a trusted name in the industry. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, save for retirement, or plan for your children's education, Merrill Lynch has the expertise and resources to help you make informed decisions and reach your financial objectives.

Merrill Lynch Wealth Management is a renowned finance institution located at 100 North Michigan Street in South Bend, Indiana, United States. With a strong reputation for providing top-notch financial services, Merrill Lynch offers a wide range of wealth management solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning services, Merrill Lynch's team of experienced professionals is dedicated to helping you navigate the complexities of the financial world and secure your financial future. Visit Merrill Lynch Wealth Management today to start your journey towards financial success.

The Harbour Trust is a reputable financial institution located at 1024 North Karwick Road in Michigan City, Indiana, United States. With a strong commitment to providing personalized financial solutions, the Harbour Trust offers a wide range of services including wealth management, investment planning, retirement planning, and estate planning. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, the Harbour Trust is here to provide expert guidance and support. Visit them today to learn more about how they can help you achieve financial success.

Schaefer John J CPA is a reputable accounting and finance institution located at 513 Washington Street in Michigan City, Indiana, United States. With a team of experienced professionals led by John J Schaefer, this institution offers a wide range of financial services including tax preparation, bookkeeping, auditing, and financial planning. Whether you are an individual looking for personal financial advice or a business in need of accounting services, Schaefer John J CPA is dedicated to providing top-notch expertise and personalized solutions to meet your needs. Contact them today to schedule a consultation and take control of your financial future.

H&R Block is a renowned accounting and finance institution located at 513 West Michigan Street in New Carlisle, Indiana, United States. With a strong reputation for providing expert tax preparation services and financial guidance, H&R Block is a trusted resource for individuals and businesses alike. Their team of professionals is dedicated to helping clients navigate the complexities of tax laws and financial planning, ensuring they maximize their financial potential. Whether you need assistance with tax filing, financial consulting, or investment strategies, H&R Block is committed to providing top-notch service and expertise.

Northwestern Mutual is a reputable finance and insurance agency located at 57 Michigan Avenue in Valparaiso, Indiana, United States. With a strong reputation for providing financial planning and insurance services, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and secure their futures. Their team of experienced professionals offers personalized guidance and solutions to help clients make informed decisions about their finances and insurance needs. Whether you are looking to invest for the future or protect your assets, Northwestern Mutual is committed to providing top-notch service and support to help you reach your financial objectives.