TOP 30 Financial planning and management in Mitchell, Indiana

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Holly Mitchell - State Farm Insurance Agent is an insurance agency located at 6281 Central Avenue in Portage, Indiana. Conveniently situated across the street from the Portage Police Department and next to J&J's Pizza Shack, this agency offers a variety of insurance services for residents in both Indiana and Illinois. As a Chesterton Indiana resident, Holly Mitchell specializes in providing Life Insurance, Health Insurance, Car Insurance, and Home Insurance. With State Farm experience since 2011, she is dedicated to serving the insurance needs of individuals in Portage, Hobart, Lake Station, Burns Harbor, Valparaiso, Crown Point, Hammond, Highland, Merrillville, Gary, Chesterton, Porter, and throughout Northwest Indiana and Chicago-land. At Holly Mitchell - State Farm Insurance Agent, customers can expect quick quotes on all their insurance needs, including free quotes on Life Insurance, Health Insurance, Car Insurance, and Home Insurance. The agency also offers Free Notary Public services for added convenience. With a mission to provide seamless, reliable, and exceptional service, Holly Mitchell and her team strive to build customer relationships through integrity and rapport while helping the community become a safer and more prepared place to live.

Sullivan Financial Consulting of Raymond James is a reputable finance institution located at 700 South 9th Street in Mitchell, Indiana, United States. With a team of experienced financial advisors, they offer personalized financial planning and investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Sullivan Financial Consulting is dedicated to providing expert guidance and support every step of the way. Contact them today to schedule a consultation and take control of your financial future.

Merrill Lynch Financial Advisor Joseph E. Mitchell is a dedicated finance institution located at 510 East 96th Street, Indianapolis, Indiana, United States. Joe Mitchell has been a part of the financial services industry since 2001 and joined Merrill in 2014. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Certified Investment Management Analyst® (CIMA®) designation. Joe focuses on developing strategies for individuals, families, businesses, and foundations, helping them reach their short and long-term financial goals. At Merrill Lynch Wealth Management, Joe believes in building strong relationships with his clients by understanding their goals and priorities. He offers personalized financial plans through Merrill Personal Wealth Analysis™, centered on what each client wants to achieve. Joe works with clients to adapt their financial approach as their lives and goals change over time.

Mitchell Anderson - Thrivent is a finance institution located at 1480 Olive Branch Parke Lane in Greenwood, Indiana, United States. Licensing information can be obtained through your State Insurance Department's website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with your own attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients have the option to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.