TOP 30 Financial health check in Merrillville, Indiana
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Jeannie Ilievski - Financial Advisor, Ameriprise Financial Services, LLC
Jeannie Ilievski is a Financial Advisor at Ameriprise Financial Services, LLC, located at 300 East 90th Drive in Merrillville, Indiana, United States. Jeannie holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, retirement planning, and investment strategies. As an Accredited Portfolio Management Advisor and a Behavioral Financial Advisor, Jeannie is dedicated to helping clients make informed financial decisions and achieve their financial goals. With a focus on ethics and professionalism, Jeannie provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Jeannie Ilievski is committed to guiding you through the process with expertise and care.
Merrill Lynch Financial Advisor Derek S Braggs
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.
US #1364 Federal Credit Union
Welcome to US #1364 Federal Credit Union, your trusted financial partner located at 1 North Buchanan Street, Gary, Indiana 46402. We are dedicated to meeting our members' financial needs and ensuring their satisfaction is our top priority. Our services are designed to provide you with peace of mind, whether you're purchasing a new or used vehicle, or seeking affordable identity protection. At US #1364 Federal Credit Union, we offer a range of specialized services to enhance your financial well-being. Before heading to the dealer, know exactly what to pay for your new or used vehicle with our expert guidance. Protect your identity and stay informed about online security with our affordable identity protection services. We offer insights into identity theft, online security, and the latest scams to keep you aware and protected.
Tom Gaydos - State Farm Insurance Agent
Welcome to Tom Gaydos - State Farm Insurance Agent, your trusted partner for comprehensive insurance solutions in Merrillville, Indiana. Conveniently located at 19 West 73rd Avenue, our agency is dedicated to helping you protect what matters most—your family, assets, and financial future. At Tom Gaydos - State Farm Insurance Agent, we understand that everyone loves saving money. That’s why we offer customizable coverage plans tailored to your unique needs. Whether you’re interested in auto, home, renters, or life insurance, we provide a variety of options and discounts to ensure you get the best value. Our services extend beyond just insurance—we’re here to help you with banking and investment solutions, thanks to our alliance with U.S. Bank®.
Dave Long - State Farm Insurance Agent
Welcome to Dave Long - State Farm Insurance Agent, your trusted partner in navigating the world of insurance. Conveniently located at 612 South Halleck Street, De Motte, Indiana, we proudly serve the DeMotte area and neighboring communities like Crown Point, Hobart, Merrillville, Cedar Lake, Wheatfield, and Rensselaer. With a commitment to providing exceptional customer service, our experienced team is dedicated to making your insurance experience straightforward and efficient. Since 2009, Dave Long has been your local State Farm agent, deeply rooted in the DeMotte community and passionate about helping you manage the risks of everyday life, recover from the unexpected, and achieve your dreams. We offer a comprehensive range of insurance options, including Auto, Home, Life, Business, Renters, Condo, Motorcycle, Boat, and Pet Insurance, tailored to meet your unique needs.
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