TOP 30 Financial advisory services in Michigan City, Indiana

7 results found

CLH, CPAs & Consultants is a leading accounting and finance institution located in Michigan City, Indiana. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. With a focus on accuracy and integrity, we strive to help our clients achieve their financial goals. Whether you need help with tax preparation, auditing, or financial planning, our experts are here to assist you every step of the way. Visit us at 123 East 8th Street to learn more about how CLH, CPAs & Consultants can help you succeed financially.

The Horton Group, located at 100 East Wayne Street in South Bend, Indiana, is a health insurance agency that specializes in helping businesses understand their risks and liability. They work with clients to create customized insurance coverage policies that protect their assets and financial well-being. With a focus on lowering the true cost of risk, The Horton Group offers comprehensive and innovative solutions to protect businesses from complex challenges. Their team of experts understands the unique risks and opportunities facing different industries, providing tailored insurance options to meet each client's specific needs. In the ever-changing healthcare industry, they offer guidance on the best choices for employee benefits and member coverage.

Espar Marc CPA is a reputable accounting and finance institution located at 1401 South Woodland Avenue in Michigan City, Indiana, United States. With a team of experienced and knowledgeable Certified Public Accountants, they offer a wide range of services to individuals and businesses. From tax preparation and planning to financial consulting and auditing, Espar Marc CPA is dedicated to providing top-notch financial solutions tailored to meet their clients' needs. Trustworthy, reliable, and professional, Espar Marc CPA is the go-to institution for all your accounting and finance needs in Michigan City.

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.

Tax Biz is a leading tax preparation and accounting firm located at 2601 East Michigan Boulevard in Michigan City, Indiana. With a team of experienced professionals, we offer a wide range of services to individuals and businesses, including tax planning, tax preparation, bookkeeping, and financial consulting. Our goal is to provide our clients with personalized and efficient solutions to help them achieve their financial goals. Whether you need assistance with filing your taxes or managing your business finances, Tax Biz is here to help. Contact us today to schedule a consultation.

Sawyer Beth, a CPA, is a reputable accounting and finance institution located at 1435 North Michigan Street in Plymouth, Indiana, United States. With years of experience in the industry, Sawyer Beth offers expert financial services to individuals and businesses alike. Their team of certified public accountants is dedicated to providing personalized and professional assistance with all financial matters. Whether you need help with tax preparation, auditing, or financial planning, Sawyer Beth is committed to helping you achieve your financial goals.