TOP 30 Financial advisor for financial expertise in Merrillville, Indiana

14 results found

Waverly Advisors, LLC is a finance institution located at 101 East 90th Drive, Merrillville, Indiana, United States. With an intense client focus, our dedicated team of advisors offers forward-thinking advice and guidance for financial decisions tailored to both personal and corporate needs. We have recently acquired StrategIQ Financial Group and Prosper Financial Advisers, expanding our reach and expertise in the industry. With over $10.6 billion in assets under management, we are an Independent Registered Investment Advisor (RIA) and fee-only fiduciary. Our team of 150 members across 18 locations in 8 states of the U.S. offers collaborative investment, tax, estate, and financial planning services, holding prestigious industry credentials. Waverly Advisors also provides comprehensive financial planning and investment management services for women, high performing families, academic institutions, religious foundations, and community grant makers. Additionally, we offer 401(k) Complete, a comprehensive retirement plan solution. Join us at Waverly Advisors for expert financial guidance and personalized services to help you achieve your financial goals.

US Financial Services Inc is a leading insurance agency located at 99 East 86th Avenue in Merrillville, Indiana. We specialize in providing a wide range of financial services to individuals and businesses in the United States. Our team of experienced professionals is dedicated to helping our clients secure their financial future through personalized insurance solutions. Whether you are looking for auto, home, life, or business insurance, we have the expertise to meet your needs. Contact us today to learn more about how we can help protect what matters most to you.

Tom Lozanoski - Financial Advisor, Ameriprise Financial Services, LLC, located at 300 East 90th Drive, Merrillville, Indiana, United States, is a finance institution offering a wide range of services to meet the diverse needs of individuals and businesses. The institution boasts a team of highly qualified professionals with various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, indicating their expertise in asset management, retirement planning, estate planning, and investment strategies. Additionally, the institution offers specialized services for specific client needs, such as Certified Divorce Financial Analysts, Certified Estate Planners™, and Certified Military Financial Advisors®. With a commitment to ethical practices and ongoing education, Tom Lozanoski - Financial Advisor, Ameriprise Financial Services, LLC, is dedicated to providing comprehensive financial solutions to help clients achieve their goals.

Jason Topp - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 300 East 90th Drive, Merrillville, Indiana, United States. The institution offers a range of certifications and designations for advisors to ensure they have the expertise and knowledge to provide comprehensive financial planning services to individuals and businesses. Some of the certifications offered 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 topics such as asset management, retirement planning, estate planning, investment strategies, and more. Advisors at Jason Topp - Private Wealth Advisor are dedicated to providing top-notch financial planning services to help clients achieve their financial goals.

Jeannie Ilievski is a Financial Advisor at Ameriprise Financial Services, LLC, located at 300 East 90th Drive in Merrillville, Indiana, United States. Jeannie holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, retirement planning, and investment strategies. As an Accredited Portfolio Management Advisor and a Behavioral Financial Advisor, Jeannie is dedicated to helping clients make informed financial decisions and achieve their financial goals. With a focus on ethics and professionalism, Jeannie provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Jeannie Ilievski is committed to guiding you through the process with expertise and care.

John Zandstra is a Financial Advisor at Ameriprise Financial Services, LLC located at 300 East 90th Drive, Merrillville, Indiana, United States. John holds several certifications including 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®, CERTIFIED FINANCIAL PLANNER™, 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®. John provides comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, investment strategies, estate planning, insurance products, and retirement planning, John is dedicated to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor Derek S Braggs is a finance institution located at 707 East 80th Place, Merrillville, Indiana, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. The financial advisors focus on understanding your family, goals, and priorities, adapting as they change over time. By listening to your needs and aspirations, they design and implement personalized plans to help you pursue financial goals while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with you to develop a financial approach tailored to your needs. The institution believes in the importance of having conversations with clients, identifying and prioritizing goals that matter most. Through tools like the Investment Personality Assessment, they customize financial approaches to help clients pursue what matters most to them. Regular check-ins and updates ensure that your financial approach reflects changes in your life and goals. The institution offers a range of services, from retirement planning to funding education, all centered around your unique needs and priorities. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Derek S Braggs is committed to helping you achieve your financial goals.

Welcome to Angel Beltran - COUNTRY Financial Agent, your trusted partner in Merrillville, Indiana, for comprehensive insurance and financial planning solutions. Conveniently located at 8101 Polo Club Drive, our agency is dedicated to helping you protect what matters most—your car, home, business, and loved ones. Since 1925, COUNTRY Financial has been a reliable name in the industry, offering a range of insurance products and financial resources tailored to your unique needs. At Angel Beltran - COUNTRY Financial Agent, we understand that life is full of milestones and challenges. Whether you're planning for your child's education, aiming for early retirement, or securing your forever home, we provide the tools and guidance to help you reach your financial goals with confidence. Our commitment to you extends beyond just offering insurance options; we aim to provide peace of mind knowing that you and your assets are protected.

Welcome to Donna Travis: Primerica - Financial Services, your trusted partner in financial planning and insurance solutions located in the heart of Merrillville, Indiana. Situated at 7863 Broadway, our dedicated team is committed to helping individuals and families achieve their financial goals and secure their future with confidence. At Donna Travis: Primerica, we offer a comprehensive range of financial services tailored to meet the unique needs of our clients. Our expertise spans across financial planning, investment strategies, and life insurance solutions, ensuring that you receive personalized guidance every step of the way. Whether you're planning for retirement, saving for your child's education, or seeking to protect your family's financial well-being, our knowledgeable advisors are here to assist you.

Charles Schwab is a reputable financial institution located at 2507 Southlake Mall in Merrillville, Indiana. As a leading provider of financial services, Charles Schwab offers a wide range of products and solutions to help individuals and businesses achieve their financial goals. With a strong focus on customer service and innovation, Charles Schwab is committed to providing clients with the tools and resources they need to make informed financial decisions. Whether you are looking to invest, save for retirement, or manage your wealth, Charles Schwab has the expertise and experience to help you succeed. Visit us today to learn more about how we can help you secure your financial future.

Hegre, McMahon & Schimmel, LLC is a reputable accounting and finance institution located at 518 East 86th Avenue in Merrillville, Indiana, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, their expertise and dedication ensure that clients receive top-notch service and guidance. Trust Hegre, McMahon & Schimmel, LLC for all your accounting and finance needs.

Welcome to Walter Cook Insurance Agency, your trusted partner in protecting what matters most. Conveniently located at 7199 Broadway, Merrillville, Indiana, we proudly serve the local community and surrounding areas with comprehensive insurance solutions tailored to meet your unique needs. At Walter Cook Insurance Agency, we understand that life is full of uncertainties, and having the right insurance coverage is essential for your peace of mind. Our experienced team is dedicated to providing personalized service and expert advice to help you navigate the complex world of insurance. Whether you're looking for auto, home, life, or business insurance, we have the expertise to guide you in choosing the best coverage options.

Welcome to Tom Gaydos - State Farm Insurance Agent, your trusted partner for comprehensive insurance solutions in Merrillville, Indiana. Conveniently located at 19 West 73rd Avenue, our agency is dedicated to helping you protect what matters most—your family, assets, and financial future. At Tom Gaydos - State Farm Insurance Agent, we understand that everyone loves saving money. That’s why we offer customizable coverage plans tailored to your unique needs. Whether you’re interested in auto, home, renters, or life insurance, we provide a variety of options and discounts to ensure you get the best value. Our services extend beyond just insurance—we’re here to help you with banking and investment solutions, thanks to our alliance with U.S. Bank®.

Welcome to Centier Bank, your trusted financial partner located at 3198 East 80th Avenue, Merrillville, Indiana. As a cornerstone of the community, Centier Bank is dedicated to delivering exceptional banking services and financial guidance tailored to meet the unique needs of our clients. Whether you are embarking on your first banking journey, planning for retirement, launching a new business, or seeking funding for a significant personal or commercial project, our expert team is here to support you at every stage. At Centier Bank, we pride ourselves on our personalized approach, offering a comprehensive suite of financial products and services. Our offerings include personal checking and savings accounts, personal and home loans, mortgages, as well as small business and large commercial lending solutions. Our committed team is ready to listen and understand your financial goals, ensuring we provide the most suitable solutions to help you achieve them.