Financial advisor near me in Portage, Indiana

Greg Hildebrand - TIAA Wealth Management Advisor is a finance institution located at 1251 North Eddy Street in South Bend, Indiana, United States. As a trusted advisor, Greg Hildebrand provides personalized wealth management services to help clients achieve their financial goals. With a focus on strategic planning and investment management, Greg Hildebrand offers expert guidance and support to individuals and families looking to secure their financial future. Contact Greg Hildebrand - TIAA Wealth Management Advisor today for comprehensive financial planning tailored to your unique needs.

Courtenay Lavigne - TIAA Financial Consultant is a finance institution located at 1251 North Eddy Street in South Bend, Indiana, United States. As a dedicated TIAA Financial Consultant, Courtenay Lavigne offers expert financial advice and guidance to help individuals and families achieve their financial goals. With a strong focus on personalized service and tailored financial solutions, clients can trust Courtenay Lavigne to provide sound financial planning and investment strategies. Whether you are planning for retirement, saving for college, or building wealth, Courtenay Lavigne is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Smith & Associates - Ameriprise Financial Services, LLC is a finance institution located at 205 West Jefferson Boulevard in South Bend, Indiana, United States. If you have any questions or would like to schedule a complimentary initial consultation, please get in touch. The financial advisors at Ameriprise are registered to do business in certain U.S. states and can provide personalized advice to help you reach your financial goals. The institution offers an overview of financial planning concepts during the initial consultation, although written analysis and recommendations are not provided. Ameriprise Financial cannot guarantee future financial results. Clients can find background and qualification information on FINRA's BrokerCheck website. The institution also offers insights into stock market trends and the current bull market rally. Users of the website are bound by the terms of Ameriprise Financial Website Rules and Regulations. Privacy and security are a top priority, with resources available on the website to protect against email fraud. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Referrals are appreciated, and the institution will reach out to help friends or family members achieve their financial goals. Feel free to inform your referral that they will be contacted soon.

Preferred Financial Group, Inc. is a reputable accounting and finance institution located at 1251 North Eddy Street in South Bend, Indiana, United States. They offer a wide range of financial services to assist individuals and businesses with their financial needs. Additionally, clients can access a variety of helpful calculators on their website to assist with financial planning. The institution also offers securities through American Portfolios Financial Services, Inc., ensuring that clients have access to a diverse range of investment options. It is important to note that American Portfolios Financial Services, Inc. and American Portfolios Advisors, Inc. are not affiliated with any other business entities mentioned. Clients can trust in the expertise and professionalism of Preferred Financial Group, Inc. and can check the background of their investment professionals for added peace of mind.

At Edward Jones - Financial Advisor Shawn M Stevens, CFP®|AAMS™, our dedicated team is committed to providing personalized financial planning and investment services to help our clients achieve their financial goals. Located at 505 East Ireland Road in South Bend, Indiana, our experienced advisor Shawn M Stevens holds the prestigious certifications of Certified Financial Planner and Accredited Asset Management Specialist. Whether you are planning for retirement, saving for your child's education, or simply looking to grow your wealth, we are here to guide you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.

Maar Financial Group, located at 331 806 North, Valparaiso, Indiana, United States, is a finance institution dedicated to creating custom comprehensive financial plans for clients. They understand that investable assets represent hopes and dreams, and strive to provide tailored advice that improves the lives of their clients and their loved ones. The team at Maar Financial Group takes into account various factors, including the big picture and tax implications, to create personalized plans that meet individual needs. They offer attentive service, customized strategies, and a sense of purpose to help clients achieve financial clarity and confidence in working towards their goals and dreams. As part of Thrivent, a Fortune 500 company with over 100 years of experience, Maar Financial Group is committed to providing expert financial solutions and helping clients live more generous lives. Membership with Thrivent offers access to tools and resources for giving back and living a meaningful life. Through their Financial Planning Framework and Dedicated Planning Services, clients can receive advice and guidance tailored to their financial situation. Thrivent financial advisors and professionals may brand as a team using a unique marketing name, and provide insurance products, securities, and investment advisory services. For more information, individuals can visit Thrivent.com or FINRA’s BrokerCheck.

Edward Jones - Financial Advisor: Sunu G Thomas, AAMS™ is a reputable finance institution located at 505 East Ireland Road in South Bend, Indiana, United States. As a dedicated financial advisor, Sunu G Thomas, AAMS™ provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers expert guidance and tailored solutions to individuals and families seeking to secure their financial future. Visit Edward Jones today to start planning for tomorrow.

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.

Edward Jones - Financial Advisor: Jonathan N Hampton, AAMS™ is a reputable financial institution located at 1001 Hickory Road in South Bend, Indiana. Jonathan N Hampton, who holds the Accredited Asset Management Specialist™ designation, is dedicated to providing personalized and comprehensive financial advice to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a range of financial services including retirement planning, investment strategies, and wealth management. Contact Jonathan N Hampton today to start planning for a secure financial future.

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 Weiss - Knights of Columbus is a finance institution located at 1400 East Angela Boulevard in South Bend, Indiana, United States. As a branch of the Knights of Columbus, we provide financial services and support to members of the community. Our dedicated team is committed to helping individuals and families achieve financial security and stability through a range of services including insurance, investments, and retirement planning. With a focus on ethical and responsible financial practices, Andrew Weiss - Knights of Columbus is a trusted partner for those looking to secure their financial future.

Metzger, Mancini & Lackner, LLP is a renowned accounting and finance institution located at 115 South Eddy Street in South Bend, Indiana, United States. With a team of highly skilled professionals, they offer a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Known for their expertise and dedication to client satisfaction, Metzger, Mancini & Lackner, LLP is a trusted partner for individuals and businesses seeking top-notch financial advice and services.

South Shore Tax Solutions is a reputable finance institution located at 6195 Central Avenue in Portage, Indiana, United States. Specializing in tax solutions, they offer a wide range of services to help individuals and businesses navigate the complexities of tax laws and regulations. With a team of experienced professionals, South Shore Tax Solutions is dedicated to providing expert advice and assistance to ensure their clients maximize their tax savings and minimize their liabilities. Whether you need help with tax preparation, planning, or resolution, this institution is committed to helping you achieve your financial goals.

Ana Gutierrez - State Farm Insurance Agent is an insurance agency located at 6073 Central Avenue in Portage, Indiana, United States. With 20 years of experience with State Farm, Ana Gutierrez is dedicated to serving the residents of Portage and the surrounding areas of northwest Indiana, as well as the entire Chicagoland Area. The agency is licensed in Indiana, Illinois, and Michigan, offering a range of insurance services including homeowners, renters, auto, life, and business insurance, as well as financial services. Ana Gutierrez and her team are fluent in both English and Spanish, welcoming customers from diverse backgrounds. They prioritize personalized, caring service and strive to build meaningful relationships with each customer. Whether you are in need of insurance coverage or financial planning, the team is ready to assist you in preparing for the unexpected.

Liberty Tax is a finance institution located at 2686 Willowcreek Road in Portage, Indiana, United States. We specialize in providing tax preparation services to individuals and businesses, ensuring that our clients receive the maximum refunds possible. Our team of experienced professionals is dedicated to providing accurate and efficient tax assistance, helping our clients navigate the complex world of taxes with ease. With a commitment to exceptional customer service and a focus on maximizing financial outcomes, Liberty Tax is the go-to destination for all your tax needs.

Eric Guenther - State Farm Insurance Agent is an insurance agency located at 3506 South Michigan Street in South Bend, Indiana, United States. Our team is dedicated to helping individuals in the Michiana area ensure they are properly protected from everyday risks. We offer insurance quotes for various needs, including home, auto, antique cars, business liability, trailers, income, golf carts, and more. Our office is conveniently located just North of the US 20 Bypass and S. Michigan St exit, with easy access for appointments in person, at your home, or over the phone. With over 20 years of State Farm and insurance industry experience, Eric Guenther is a second-generation State Farm Agent who started his own agency in 2004. He is a former pro football player with a background in educational leadership and speech communications. The team at Eric Guenther - State Farm Insurance Agent is committed to providing efficient and informative service to help you with your insurance needs, whether big or small.

Jackson Hewitt Tax Service is a reputable financial institution located at 4331 West Western Avenue in South Bend, Indiana. Specializing in tax services, Jackson Hewitt provides expert assistance to individuals and businesses in preparing and filing their taxes accurately and efficiently. With a team of experienced professionals, clients can expect personalized service and guidance to maximize their tax refunds and minimize their tax liabilities. Whether you are a first-time filer or a seasoned taxpayer, Jackson Hewitt Tax Service is dedicated to helping you navigate the complexities of the tax system with ease.

H&R Block is a trusted accounting and finance institution located at 310 West U.S. Highway 6 in Valparaiso, Indiana, United States. With a team of experienced professionals, H&R Block provides a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to helping you navigate the complexities of the financial world and achieve your financial goals. Visit us today to experience personalized and reliable financial services.

Duran Tax Services Inc is a reputable accounting and finance institution located at 1818 Miami Street in South Bend, Indiana, United States. With a team of experienced professionals, we provide a wide range of tax services, financial consulting, and accounting solutions to individuals and businesses. Our commitment to excellence and personalized service sets us apart, making us a trusted partner for all your financial needs. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

James K Tamke PC is a reputable finance and lawyer institution located at 922 East Jefferson Boulevard in South Bend, Indiana, United States. With years of experience and expertise in finance and law, we provide top-notch services to our clients. Whether you need assistance with financial planning, investments, or legal matters, our team of professionals is here to help. Trust James K Tamke PC for all your finance and legal needs.

H&R Block is a renowned accounting and finance institution located at 4624 West Western Avenue in South Bend, Indiana, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your taxes or a business in need of financial guidance, H&R Block is dedicated to providing top-notch services to help you achieve your financial goals.

Welcome to Woodforest National Bank, conveniently located at 6087 U.S. 6, Portage, Indiana 46368. As a trusted financial institution, we are committed to providing exceptional banking services to meet the diverse needs of our community. Whether you're looking to open a new account, apply for a loan, or simply use our ATM services, our friendly and knowledgeable staff is here to assist you every step of the way. At Woodforest National Bank, we pride ourselves on delivering personalized financial solutions and exceptional customer service. Visit us today and experience the difference of a community-focused bank dedicated to helping you achieve your financial goals.

Calvin Johnson - State Farm Insurance Agent is a reputable insurance agency located at 812 East Jefferson Boulevard in South Bend, Indiana, United States. With over 35 years of combined State Farm Team experience, we specialize in providing auto insurance, homeowner's insurance, life insurance, renters' insurance, and business insurance to residents in South Bend and throughout Indiana. Our agency has been serving the community since 1988 and has consistently been recognized as one of the top agencies in the state. We have also been selected as the Reader's Choice of the South Bend Tribune for Providing Insurance and Financial Service for the last 10 years. Whether you are a rideshare driver, moving to a new job, or driving on rural roads, we are here to help you understand your insurance options and provide you with competitive prices. Our mission is to be the first choice for insurance and financial services in Indiana. Contact us for a free quote or consultation today! Please note that State Farm does not provide tax or legal advice, so it is recommended to consult a professional advisor for personalized guidance.

Uncle Joe Tax Services is a reputable accounting and finance institution located at 2113 Miami Street in South Bend, Indiana. With a team of experienced professionals, we offer a wide range of tax services to individuals and businesses in the area. Our mission is to provide top-notch financial solutions and expert advice to help our clients achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Uncle Joe Tax Services is here to help. Visit us today to experience our personalized and reliable services.

Jackson Hewitt Tax Service is a trusted finance institution located at 1516 Portage Avenue in South Bend, Indiana, United States. Specializing in tax preparation and filing services, Jackson Hewitt is dedicated to helping individuals and businesses navigate the complexities of the tax system. With a team of experienced professionals, they provide personalized assistance and expert advice to ensure clients maximize their returns and minimize their tax liabilities. Whether you need help with tax planning, deductions, credits, or audits, Jackson Hewitt Tax Service is committed to providing reliable and efficient financial solutions.

H&R Block is a reputable accounting and finance institution located at 6032 Central Avenue in Portage, Indiana, United States. With a team of skilled professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Whether you're an individual or a business owner, H&R Block is dedicated to providing expert guidance and assistance to help you manage your finances effectively. Visit their office today to experience top-notch financial services tailored to meet your specific needs.

The Law Offices of Moseley & Martinez, LLC is a reputable finance and legal institution located at 115 North William Street in South Bend, Indiana, United States. Our experienced team of lawyers specializes in providing expert legal advice and representation in various areas of law, including finance, real estate, business, and more. With a commitment to excellence and client satisfaction, we strive to provide personalized and effective solutions to meet our clients' needs. Contact us today to schedule a consultation and learn how we can assist you with your legal matters.

Diversified Planning is a well-established institution located at 216 South Taylor Street in South Bend, Indiana, United States. As a versatile finance, health, and insurance agency, we specialize in providing comprehensive and personalized financial planning services to our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their future. Whether you are looking for investment advice, health insurance options, or risk management solutions, Diversified Planning is here to provide expert guidance and support. Contact us today to learn more about how we can help you plan for a prosperous and secure 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.

CFG Tax Service is a reputable finance institution located at 1400 East Angela Boulevard in South Bend, Indiana. With a team of experienced professionals, CFG Tax Service provides a wide range of tax services to individuals and businesses. Whether you need assistance with tax preparation, planning, or resolution, our experts are here to help. Trust CFG Tax Service for all your financial needs in South Bend, Indiana.