TOP 30 Financial advisors in Lafayette, Indiana

Jennifer Sterrett is a financial advisor at Ameriprise Financial Services, LLC located at 136 North 3rd Street in Lafayette, Indiana, United States. Jennifer 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®). Jennifer specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. She is committed to upholding the highest standards of ethics and professionalism in the field of financial advising.

Richard Jenness is a Financial Advisor at Ameriprise Financial Services, LLC located at 839 Main Street in Lafayette, Indiana, United States. With a focus on providing personalized financial solutions, Richard and his team offer expertise in various areas such as retirement planning, investment management, and estate planning. By reviewing their backgrounds, credentials, and experience, clients can determine the best approach to align with their financial goals. To get started, simply fill out the "Request consultation" form on their website to connect with Richard or another desired advisor. They will then reach out to schedule a complimentary initial consultation to discuss your financial needs and create a customized plan for your future.

Kathleen Dunnuck-Mundy is a financial advisor at Ameriprise Financial Services, LLC located at 839 Main Street, Lafayette, Indiana, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. Kathleen Dunnuck-Mundy offers background and qualification information available at FINRA's BrokerCheck website. The institution provides a Client Relationship Summary Disclosure to help clients understand their financial options. Find out more about what is driving the stock market and whether the current bull market rally will continue into 2024. If you are not already a client, take the next step towards a more confident financial future by setting up a complimentary initial consultation. Investment products are not insured by the FDIC, NCUA or any federal agency and involve investment risks. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Kathleen Dunnuck-Mundy may only conduct securities business with residents of certain states. Let's meet to discuss your financial goals and aspirations. Ameriprise Financial cannot guarantee future financial results. Refer friends or family members to Kathleen Dunnuck-Mundy for help in achieving their financial goals. Your referral will be contacted soon. Trust in Ameriprise Financial Services, LLC for privacy and security in all financial matters.

Merrill Lynch Financial Advisor Young Lee, located at 250 Main Street in Lafayette, Indiana, is a prestigious finance institution known for providing exemplary client service. Young Lee, a Senior Vice President and Wealth Management Advisor, has been recognized by Forbes for his outstanding contributions to the industry. He is dedicated to helping clients achieve their financial goals and priorities, focusing on family and personal aspirations. Young Lee's commitment to giving back to the community is evident through his involvement in various organizations and his establishment of the Sara Stein Koch Scholarship at the Krannert School of Management. With a team of experienced professionals, Merrill Lynch Wealth Management offers personalized financial planning services to help clients manage, grow, and preserve their wealth for the future. Young Lee's dedication to his clients and passion for making a positive impact set him apart as a trusted financial advisor.

Dorvin Christner is a financial advisor at Ameriprise Financial Services, LLC located at 136 North 3rd Street in Lafayette, Indiana, United States. As a finance institution, Dorvin Christner offers personalized financial advice to help clients achieve their financial goals. With a focus on specific areas of expertise, clients can review Dorvin Christner's background, credentials, and experience to determine the best approach for their financial needs. By filling out a "Request consultation" form, clients can connect with Dorvin Christner for a complimentary initial consultation to discuss their financial goals and create a customized plan for success.

Edward Vacca, a financial advisor at Ameriprise Financial Services, LLC, is located at 839 Main Street in Lafayette, Indiana, United States. Specializing in finance, Edward Vacca offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular meetings to review progress and adjust strategies as needed, clients can track their financial goals securely from any device. Those interested can schedule a complimentary initial consultation to discuss retirement planning, education savings, major purchases, and more. Edward Vacca is registered in select states and adheres to FINRA regulations. Ameriprise Financial Services, LLC, is a member of FINRA and SIPC, and cannot guarantee future financial results. Clients can expect a high level of privacy and security when working with Edward Vacca and Ameriprise Financial Services, LLC.

Mindy Beier - Morgan Stanley Financial Advisor is a trusted finance institution located at 415 Columbia Street in Lafayette, Indiana, United States. With a focus on providing expert financial advice and guidance, Mindy Beier and her team at Morgan Stanley are dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Mindy Beier - Morgan Stanley Financial Advisor is here to help you navigate the complex world of finance with confidence and peace of mind. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Hoffman Financial is a premier finance institution located at 703 North 36th Street in Lafayette, Indiana, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need assistance with investments, retirement planning, or general financial advice, Hoffman Financial is here to help. Visit us today to see how we can help you achieve your financial goals.

Edward Jones - Financial Advisor: Patricia Z Caliendo is a trusted financial institution located at 635 South Earl Avenue in Lafayette, Indiana. As a dedicated financial advisor, Patricia Z Caliendo provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, this institution is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Patricia Z Caliendo is here to provide expert guidance and support every step of the way.

Edward Jones - Financial Advisor: Dailey D Tingley is a reputable finance institution located at 35 South Creasy Lane in Lafayette, Indiana, United States. As a trusted financial advisor, Dailey D Tingley provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, Edward Jones - Financial Advisor: Dailey D Tingley is committed to helping individuals and families secure their financial future.

Stephen Dunnuck is a Financial Advisor at Ameriprise Financial Services, LLC located at 839 Main Street, Lafayette, Indiana, United States. Stephen 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®. These certifications demonstrate Stephen's expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Stephen is dedicated to helping clients make informed decisions and achieve their financial goals through personalized investment strategies, estate planning, retirement planning, and risk management. Contact Stephen Dunnuck for expert financial advice and guidance.

Edward Jones - Financial Advisor: Brad Grabowski, CFP®|AAMS™ is a reputable finance institution located at 109 Beck Lane in Lafayette, Indiana, United States. As a certified financial planner and accredited asset management specialist, Brad Grabowski offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing comprehensive financial planning solutions, clients can trust Edward Jones to help them navigate the complexities of investing and wealth management. Whether you are planning for retirement, saving for college, or looking to grow your investments, Brad Grabowski and his team are dedicated to providing expert guidance and support every step of the way.

Gary Williams - Financial Advisor, Ameriprise Financial Services, LLC, located at 839 Main Street, Lafayette, Indiana, United States, offers comprehensive financial planning services. With a focus on understanding your risk tolerance and investment goals, Gary Williams can help you navigate the complexities of the financial markets. As a member of FINRA and SIPC, Ameriprise Financial Services, LLC provides a range of investment products and services to help you achieve your financial objectives. Whether you are looking to build wealth for the future or plan for retirement, Gary Williams can work with you to create a personalized investment strategy. Contact us today to schedule a complimentary initial consultation and take the first step towards a more secure financial future.

Edward Jones - Financial Advisor: Karissa Mooney, CFP®|AAMS™ is a reputable finance institution located at 1421 Union Street in Lafayette, Indiana, United States. Specializing in financial planning and investment management, Karissa Mooney is a Certified Financial Planner and Accredited Asset Management Specialist who is dedicated to helping clients achieve their financial goals. With a focus on personalized service and a commitment to client satisfaction, Edward Jones - Financial Advisor: Karissa Mooney, CFP®|AAMS™ is a trusted partner for individuals and families seeking professional financial guidance.

Edward Jones - Financial Advisor: Elliot J Hartje, CFP®|AAMS™ is a trusted financial institution located at 900 Kossuth Street in Lafayette, Indiana, United States. Specializing in personalized financial planning and investment strategies, Elliot J Hartje is a Certified Financial Planner and an Accredited Asset Management Specialist. With a commitment to providing top-notch financial advice and services, clients can trust Edward Jones to help them achieve their financial goals and secure their future.

Bison Financial Group is a reputable finance institution located at 839 Main Street in Lafayette, Indiana, United States. With a team of experienced professionals, Bison Financial Group offers a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Their personalized approach and commitment to client satisfaction make them a trusted partner in achieving financial goals. Contact Bison Financial Group today to learn more about how they can help you secure your financial future.

Edward Jones - Financial Advisor: Jason A Cantrell, AAMS™ is a trusted financial institution located at 2113 South Street in Lafayette, Indiana, United States. Specializing in providing personalized financial planning and investment services, Jason A Cantrell, AAMS™ is dedicated to helping individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions with the guidance of this experienced advisor. Whether you are planning for retirement, saving for a major purchase, or investing for the future, Edward Jones - Financial Advisor: Jason A Cantrell, AAMS™ is committed to helping you navigate the complexities of the financial world with clarity and confidence.

Merrill Lynch Financial Advisor Trent Johnson is a finance institution located at 250 Main Street, Lafayette, Indiana, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team is dedicated to providing exemplary client service, focusing on building strong client relationships based on trust and personalized service. The MBNB Wealth Management Group team at Merrill Lynch offers access to global investing capabilities and banking solutions, putting clients at the center of the planning process. They help clients identify and prioritize personal goals, whether it's planning for education, retirement, healthcare costs, or preserving wealth. The team works with clients to develop a personalized financial strategy aligned with their goals.

Edward Jones - Financial Advisor: Erik W Roe, CFP® is a trusted financial institution located at 25 Executive Drive in Lafayette, Indiana, United States. Specializing in providing personalized financial planning and investment services, Erik W Roe, a Certified Financial Planner, helps clients achieve their financial goals and secure their future. With a commitment to professionalism and integrity, this institution offers expert advice and guidance to individuals and families seeking to build wealth and plan for retirement. Whether you are looking to grow your assets, save for education expenses, or prepare for the unexpected, Edward Jones - Financial Advisor: Erik W Roe, CFP® is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Jamie Schlueter, CFP®|AAMS™ is a reputable financial institution located at 3652 Rome Drive in Lafayette, Indiana, United States. Jamie Schlueter, a Certified Financial Planner and Accredited Asset Management Specialist, provides expert financial advice and services to help clients achieve their financial goals. With a focus on personalized financial planning and investment management, Jamie Schlueter and the team at Edward Jones strive to provide exceptional service and guidance to their clients. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones - Financial Advisor: Jamie Schlueter, CFP®|AAMS™ is dedicated to helping you navigate the complex world of finance with confidence and peace of mind.

Edward Jones - Financial Advisor: Justin R Coleman, CFP® is a reputable finance institution located at 1803 Veterans Memorial Parkway South in Lafayette, Indiana, United States. Justin R Coleman is a Certified Financial Planner who provides expert financial advice and services to individuals looking to achieve their financial goals. With a strong focus on personalized financial planning and investment strategies, Edward Jones - Financial Advisor: Justin R Coleman, CFP® is dedicated to helping clients build and protect their wealth for the future.

Merrill Lynch Financial Advisor David S McGaughey, located at 250 Main Street, Lafayette, Indiana, United States, is a prestigious finance institution recognized for exemplary client service. The team, supported by the global resources of Merrill, is composed of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. They focus on understanding your family, goals, and priorities to create a customized financial strategy aligned with your aspirations. With access to the investment insights of Merrill and banking solutions from Bank of America, the team helps you manage, grow, and preserve your wealth while considering the impact for years to come. The institution believes in the importance of a personalized approach that helps you pursue your goals, whether it's planning for retirement, funding education, or passing wealth to future generations. By utilizing the Investment Personality Assessment and Merrill Personal Wealth Analysis™, they tailor a plan centered on your unique needs and financial situation. The team is committed to helping you stay on track to achieve what matters most to you, adapting your approach as your life and goals evolve. With a dedicated Merrill advisor, you receive personalized investment strategies and comprehensive financial solutions to guide you through the complexities of your financial journey. Let Merrill Lynch Financial Advisor David S McGaughey assist you in reaching your financial goals and priorities.

Edward Jones - Financial Advisor: Luke A Rutan, CFP® is a trusted finance institution located at 975 Mezzanine Drive in Lafayette, Indiana, United States. As a Certified Financial Planner, Luke A Rutan provides expert financial advice and personalized investment strategies to help clients reach their long-term financial goals. With a commitment to exceptional service and a focus on building lasting relationships, Edward Jones - Financial Advisor: Luke A Rutan, CFP® is dedicated to helping individuals and families achieve financial success.

Merrill Lynch Financial Advisor Jeffrey Bannon, located at 250 Main Street, Lafayette, Indiana, United States, is a leading finance institution dedicated to providing exemplary client service. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team, supported by the global resources of Merrill, is comprised of talented individuals committed to building strong client relationships based on trust and personalized service. The MBNB Wealth Management Group team offers a personalized approach that focuses on your goals and priorities, putting you at the center of the planning process. With access to the global investing capabilities of Merrill and banking solutions from Bank of America, the team can assist you in identifying and prioritizing personal goals such as education funding, retirement planning, health care costs, and wealth preservation. The team will work with you to develop a personalized financial strategy aligned with your goals.

Edward Jones - Financial Advisor: Matthew D Haskett, CFP® is a reputable financial institution located at 3990 State Route 38 in Lafayette, Indiana, United States. As a Certified Financial Planner (CFP®), Matthew D Haskett provides 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, clients can feel confident in their financial decisions with the guidance of Matthew D Haskett at Edward Jones.

Edward Jones - Financial Advisor: Tyler Isgrigg, CFP® is a reputable finance institution located at 3135 Concord Road in Lafayette, Indiana, United States. As a Certified Financial Planner, Tyler Isgrigg offers expert financial advice and guidance to help clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, Edward Jones is dedicated to providing top-notch financial planning services to individuals and families in the Lafayette area. Whether you are looking to plan for retirement, save for college, or invest for the future, Tyler Isgrigg and the team at Edward Jones are committed to helping you navigate the complexities of the financial world and secure your financial future.

Edward Jones - Financial Advisor: Jeremy McKitrick III, CRPC™ is a reputable finance institution located at 1221 South Creasy Lane in Lafayette, Indiana, United States. With Jeremy McKitrick III, a Certified Retirement Planning Counselor™, at the helm, clients can expect personalized and professional financial advice tailored to their unique goals and needs. Whether you are planning for retirement, investing for the future, or seeking wealth management services, Edward Jones is dedicated to helping you achieve your financial objectives. Contact Jeremy McKitrick III today to start securing your financial future.

Merrill Lynch Financial Advisor Chase Newsom is a reputable finance institution located at 250 Main Street in Lafayette, Indiana, United States. Specializing in providing expert financial advice and services, Chase Newsom and his team are dedicated to helping clients achieve their financial goals and secure their financial future. With a wealth of experience and knowledge in the field of finance, clients can trust Merrill Lynch Financial Advisor Chase Newsom to provide personalized and tailored financial solutions to meet their individual needs.

Stephen Wien is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 839 Main Street in Lafayette, Indiana. With years of experience in the finance industry, Stephen provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, Stephen Wien can provide expert guidance and support every step of the way. Contact him today to schedule a consultation and take control of your financial future.

Lafayette Wealth Management Group - David Sharp is a finance institution located at 2920 Conservation Club Road in Lafayette, Indiana, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships based on trust and transparency, we provide comprehensive financial planning, investment management, and retirement planning services. Contact us today to learn how we can help you secure your financial future.