Financial advisor near me in Portage, Indiana

Silver & Company CPAs and Advisors PC is a reputable accounting and finance institution located at 1441 Northside Boulevard in South Bend, Indiana, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and business consulting. Their commitment to providing personalized and high-quality services sets them apart from other firms in the industry. Whether you are an individual looking for tax advice or a business in need of financial guidance, Silver & Company CPAs and Advisors PC is dedicated to helping you achieve your financial goals.

Edward Jones - Financial Advisor: Terry L Clark is a reputable financial institution located at 203 North Main Street in South Bend, Indiana, United States. As a trusted financial advisor, Terry L Clark provides personalized financial planning and investment services to help clients achieve their long-term financial goals. With a focus on building strong relationships with clients, Edward Jones - Financial Advisor: Terry L Clark offers expert advice and guidance to help individuals make informed decisions about their finances. Whether you are saving for retirement, planning for a major purchase, or looking to grow your wealth, Terry L Clark is dedicated to helping you navigate the complexities of the financial world. Contact Edward Jones - Financial Advisor: Terry L Clark today to start planning for a secure financial future.

Edward Jones - Financial Advisor: Leo E Priemer, CFP®|AAMS™ is a reputable financial institution located at 431 South Main Street in South Bend, Indiana, United States. Specializing in personalized financial planning and investment services, Leo E Priemer, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert advice and guidance to help individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can expect tailored solutions to meet their unique needs and objectives. Contact Leo E Priemer today to take the first step towards securing a stable financial future.

Edward Jones - Financial Advisor: Patrick C Reighter is a reputable financial institution located at 2410 Edison Road in South Bend, Indiana. As a dedicated and experienced financial advisor, Patrick C Reighter offers personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your investments, Patrick C Reighter can provide expert guidance and support. With a focus on building long-term relationships based on trust and integrity, this institution is committed to helping clients secure their financial future. Contact them today to schedule a consultation and take the first step towards financial success.

Edward Jones - Financial Advisor: Jerry L Hunt, AAMS™ is a reputable financial institution located at 212 East Lasalle Avenue in South Bend, Indiana, United States. Specializing in financial advisory services, Jerry L Hunt, AAMS™ provides personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, this institution is dedicated to helping individuals and families secure their financial future. Contact Jerry L Hunt, AAMS™ at Edward Jones for expert financial advice and guidance.

Catanzarite Financial Services is a reputable finance institution located at 330 South 35th Street in South Bend, Indiana, United States. With a strong focus on providing top-notch financial services to individuals and businesses, Catanzarite Financial Services offers a wide range of financial solutions tailored to meet the unique needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at Catanzarite Financial Services is dedicated to helping you achieve your financial goals. Visit their office today to learn more about how they can help you secure your financial future.

Edward Jones - Financial Advisor: Jamie Lewis, AAMS™ is a trusted financial institution located at 3190 Willowcreek Road in Portage, Indiana, United States. Jamie Lewis, an Accredited Asset Management Specialist, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jamie Lewis, AAMS™ is dedicated to providing top-notch financial services to individuals, families, and businesses in the Portage area.

Thrivent Financial: William P. Maar is a finance and insurance agency located at 331 West U.S. Highway 6, Valparaiso, Indiana, United States. At our institution, we believe in creating a comprehensive financial plan tailored to each individual's hopes and dreams. We take into account the big picture and tax consequences of your decisions, ensuring that our advice creates a better life for you and your loved ones. We are dedicated to providing customized strategies and attentive service to help you achieve financial clarity and confidence while working towards your goals and dreams. When you join Thrivent, you become part of a community that looks out for others and shares in the collective ownership of our company. Our financial expertise and solutions, as well as membership benefits, make it easy for you to give back and live a more meaningful life. We are proud to be part of Thrivent, a Fortune 500 company with over 100 years of experience in helping people build their financial futures and live more generous lives. Contact us to learn more about how we can help you on your financial journey.

Welcome 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.

Year Round Financial Services is a reputable finance institution located at 3702 West Sample Street in South Bend, Indiana, United States. We offer a wide range of financial services to meet the needs of individuals and businesses throughout the year. Our team of experienced professionals is dedicated to providing personalized and expert advice to help you achieve your financial goals. Whether you need help with budgeting, investing, tax planning, or retirement planning, we are here to assist you every step of the way. Visit us today to learn more about how Year Round Financial Services can help you secure your financial future.

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.

St Joseph Financial Services is a reputable accounting and finance institution located at 1400 East Angela Boulevard in South Bend, Indiana. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the United States. From tax preparation to investment planning, we offer a wide range of services tailored to meet our clients' specific needs. Trust St Joseph Financial Services to help you navigate the complexities of the financial world with expertise and integrity.

Merrill Lynch Financial Advisor Christopher J Adams is a reputable financial institution located at 100 North Michigan Street in South Bend, Indiana, United States. As a finance institution, they provide expert financial advice and services to help individuals and businesses achieve their financial goals. Christopher J Adams and his team are dedicated professionals who offer personalized financial planning, investment management, and wealth management solutions tailored to each client's unique needs. With a focus on building long-term relationships based on trust and integrity, Merrill Lynch Financial Advisor Christopher J Adams is committed to helping clients secure their financial future.

Merrill Lynch Financial Advisor Matt M Kahn is a reputable finance institution located at 100 North Michigan Street in South Bend, Indiana, United States. With a focus on providing expert financial advice and services, clients can trust in the knowledge and experience of Matt M Kahn to help them navigate their financial goals and investments. The institution offers personalized financial planning, investment management, retirement planning, and more to help clients achieve their financial objectives. With a commitment to excellence and integrity, Merrill Lynch Financial Advisor Matt M Kahn is a trusted partner in financial success.

Edward Jones - Financial Advisor: Jason D Mitchell is a trusted financial institution located at 6513 Central Avenue in Portage, Indiana, United States. Specializing in finance, Jason D Mitchell offers expert advice and personalized financial solutions to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: Jason D Mitchell is dedicated to providing top-quality financial services to individuals and businesses in the Portage area. Contact us today to schedule a consultation and start planning for a secure financial future.

Edward Jones - Financial Advisor: Michael Scanlan, AAMS™|CRPS™ is a trusted financial institution located at 1605 Adler Circle in Portage, Indiana, United States. With a focus on providing personalized financial planning services, Michael Scanlan, a certified AAMS™|CRPS™ advisor, helps clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Michael Scanlan and his team at Edward Jones are dedicated to providing expert guidance and tailored solutions to meet your individual needs. Contact them today to start planning for a brighter financial future.

Shirley Myers is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 511 East Colfax Avenue in South Bend, Indiana. With years of experience in the finance industry, Shirley is committed to helping her clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest in the stock market, or save for your child's education, Shirley can provide expert advice and personalized solutions to meet your individual needs. Trust Shirley Myers and Ameriprise Financial Services, LLC to guide you towards a brighter financial future.

David W Grossnickle - Financial Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 205 West Jefferson Boulevard in South Bend, Indiana, United States. As a financial advisor, David W Grossnickle provides expert guidance and personalized financial planning services to help clients achieve their financial goals. With Ameriprise Financial Services, LLC, clients can expect top-notch financial advice and strategies tailored to their individual needs. Whether you are planning for retirement, investing for the future, or managing your wealth, David W Grossnickle and his team are dedicated to providing comprehensive financial solutions to help you secure a stable financial future.

Edward Jones - Financial Advisor: Christine A Walsh is a reputable financial institution located at 431 South Main Street in South Bend, Indiana. As a trusted financial advisor, Christine A Walsh offers personalized financial planning services to help individuals and families achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, clients can trust Edward Jones to help them navigate the complexities of investing, retirement planning, and wealth management. Whether you are looking to grow your wealth, save for the future, or plan for retirement, Christine A Walsh and the team at Edward Jones are dedicated to helping you secure a stable financial future.

Paladin Legacy Advisory Group - Ameriprise Financial Services, LLC is a reputable finance institution located at 511 East Colfax Avenue in South Bend, Indiana, United States. With a focus on providing top-notch financial services, they offer expert advice and guidance to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest wisely, or secure your financial future, the experienced professionals at Paladin Legacy Advisory Group are here to assist you every step of the way. Trustworthy and reliable, they are committed to helping you make sound financial decisions and build a secure legacy for the future.

Edward Jones - Financial Advisor: Gentiel T Buysse is a reputable financial institution located at 212 East Lasalle Avenue in South Bend, Indiana. As a trusted advisor, Gentiel T Buysse offers personalized financial services to help clients achieve their financial goals. With a focus on building long-term relationships, the institution provides expert advice on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth or secure your financial future, Edward Jones - Financial Advisor: Gentiel T Buysse is dedicated to helping you navigate the complexities of the financial world with confidence.

Douglas Gehrke - Financial Advisor, Ameriprise Financial Services, LLC, located at 511 East Colfax Avenue in South Bend, Indiana, offers a wide range of financial services and expertise. Douglas Gehrke holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his commitment to providing top-notch financial advice and management. Whether you need help with asset management, estate planning, retirement planning, or investment strategies, Douglas Gehrke has the knowledge and experience to assist you. Additionally, the institution offers specialized services for individuals in unique situations, such as domestic partners, seniors, and those going through a divorce. With a focus on ethics and continuous education, Douglas Gehrke ensures that clients receive the best possible financial guidance tailored to their specific needs.

Dennis Andres - TIAA Wealth Management Advisor is a financial institution located at 1251 North Eddy Street in South Bend, Indiana, United States. As a trusted advisor, Dennis Andres offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Dennis provides expert guidance on investment strategies, retirement planning, and estate planning. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Dennis Andres is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Scott Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 205 West Jefferson Boulevard in South Bend, Indiana, United States. Scott Smith holds various certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate Scott Smith's expertise in asset management, retirement planning, estate planning, investment management, and financial planning for various client needs. With a commitment to ethics and continuing education, Scott Smith provides comprehensive financial services to individuals, retirees, small business owners, and high net worth clients.

Melissa Eikens is a Financial Advisor at Ameriprise Financial Services, LLC located at 800 East Jefferson Boulevard, South Bend, Indiana, United States. Melissa holds various 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®. Melissa provides comprehensive financial planning services to individuals and businesses, specializing in asset management, retirement planning, estate planning, tax planning, risk management, and investment strategies. With expertise in various areas of financial planning, Melissa is dedicated to helping clients achieve their financial goals and secure their financial future.

Lisa Sharpe is a dedicated and experienced financial advisor at Ameriprise Financial Services, LLC located in South Bend, Indiana. With a focus on providing personalized financial planning and investment strategies, Lisa works closely with her clients to help them achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Lisa is committed to providing expert guidance and support every step of the way. Visit her office at 205 West Jefferson Boulevard to start planning for your financial future today.

Ben Finan, 1st Source Asset Advisors is a trusted financial institution located at 100 North Michigan Street in South Bend, Indiana, United States. Our team of experienced financial consultants specializes in creating personalized financial plans that cater to each client's unique goals and circumstances. From rollover services to retirement planning, education planning, and risk management, we offer a wide range of services to help you achieve your financial objectives. Our client-centric process involves a comprehensive three-step planning approach that includes understanding your needs, developing customized strategies, and implementing your personalized plan. We provide ongoing communication and monitoring to ensure that your portfolio stays on track towards 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.

Rodney Jacobs - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 511 East Colfax Avenue, South Bend, Indiana, United States, offers a range of financial services to help individuals manage their wealth effectively. Rodney Jacobs holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, retirement planning, estate planning, and investment strategies. The institution also provides specialized services such as Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), and Certified Divorce Financial Analyst services. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Rodney Jacobs can provide personalized advice and guidance to help you achieve your financial goals.

Edward Jones - Financial Advisor: Jay Shaul is a reputable finance institution located at 1001 Hickory Road in South Bend, Indiana, United States. Jay Shaul is a dedicated and experienced financial advisor who helps clients achieve their financial goals through personalized investment strategies. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Jay Shaul can provide expert guidance and support. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jay Shaul is committed to helping you secure a stable financial future.