TOP 30 Financial advisor recommendations in Merrillville, Indiana

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MidCoast Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 300 East 90th Drive, Merrillville, Indiana, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams in 2024, our team is dedicated to helping clients achieve their financial goals. We offer personalized investment and portfolio recommendations based on individual goals and risk tolerance. With regular reviews and updates, we help clients track their progress and adjust their approach as needed. Clients can access their accounts and track progress towards goals securely from any device. We believe in providing financial advice without sales pressure, and our team is committed to helping clients make informed decisions about their money. Schedule a complimentary initial consultation to learn more about how we can help you achieve your financial goals. Remember, Ameriprise financial advisors are registered to do business in certain U.S. states, so please refer to the advisor's personal website or FINRA's BrokerCheck website for more details. Let's meet and discuss what's most important to you.

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.

Merrill Lynch Financial Advisor Jorge Dominguez is a finance institution located at 707 East 80th Place, Merrillville, Indiana, United States. Jorge Dominguez, a Financial Advisor with over 15 years of experience, can assist you in building a personalized wealth management strategy to address your individual needs. He focuses on delivering a comprehensive approach to managing wealth, starting by listening and helping you make informed decisions as you develop your strategy. Jorge Dominguez follows the Merrill tradition of community service and volunteers with local organizations. He offers Merrill Personal Wealth Analysis™ to help build and document a personalized plan centered on your goals. Supported by the global resources of Merrill, Jorge's team is dedicated to building strong client relationships based on trust and personalized service.

Sharon Chambers - State Farm Insurance Agent is an insurance agency located at 5275 Broadway, Merrillville, Indiana, United States. Sharon Chambers, originally from Birmingham, Alabama, is a long-time resident of Gary, Indiana. She holds a bachelor's degree in business from Indiana University Bloomington. Sharon has a passion for serving the communities in Gary and has achieved great success in her career, including setting a companywide record for writing the most life applications in one month. At Sharon Chambers State Farm, the mission is to help people manage everyday challenges, recover from the unexpected, and achieve their dreams. The agency provides exceptional customer service and offers comprehensive insurance products tailored to individual needs. Sharon is also actively involved in the Gary Chamber of Commerce and YWCA Executive Board.

Bikos & Associates - CPA is a reputable accounting and finance institution located at 99 East 86th Avenue in Merrillville, Indiana, United States. Our services include general ledger and financial statement preparation, accounting system setup, and monthly bookkeeping. We also offer income tax preparation and planning services for individuals, corporations, partnerships, LLC’s / LLP’s, and non-profit organizations in all 50 states. Our team at Bikos & Associates is dedicated to providing constructive solutions to maximize your company’s profitability and efficiency. With over 28 years of experience, our clients highly recommend our firm for our honesty, trustworthiness, efficiency, and friendly service.