TOP 30 Best Financial planning for individuals in Michigan City, Indiana

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.

Edward Jones - Financial Advisor: Michael R Kopec is a reputable finance institution located at 8809 West 400 North in Michigan City, Indiana, United States. As a trusted financial advisor, Michael R Kopec provides personalized investment and financial planning services to help clients achieve their financial goals. With a commitment to exceptional service and a focus on building long-term relationships, Edward Jones - Financial Advisor: Michael R Kopec is dedicated to helping individuals and families secure their financial futures.

Edward Jones - Financial Advisor: ManDee Alevizos, AAMS™|CRPC™ is a finance institution located at 411 North Franklin in Michigan City, Indiana, United States. ManDee Alevizos is a highly qualified financial advisor with designations as an Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Counselor (CRPC). She offers personalized financial planning services to help clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to providing top-notch financial advice and guidance to individuals and families in the Michigan City area.

Edward Jones - Financial Advisor: Michael W Morgan is a trusted financial institution located at 229 Red Coach Drive in Mishawaka, Indiana, United States. Specializing in finance, Michael W Morgan provides personalized financial advice and solutions to help clients achieve their financial goals. With a commitment to integrity and professionalism, clients can trust Edward Jones - Financial Advisor: Michael W Morgan to provide expert guidance and support for all their financial needs.

Merrill Lynch Financial Advisor William E Simon is a reputable finance institution located at 100 North Michigan Street in South Bend, Indiana, United States. As a trusted financial advisor, William E Simon offers expert guidance and personalized financial planning services to help clients achieve their financial goals. With a focus on providing tailored investment strategies and wealth management solutions, this institution is committed to helping individuals and businesses build and protect their financial futures. Trust Merrill Lynch Financial Advisor William E Simon for professional and reliable financial advice.

Edward Jones - Financial Advisor: Tim Gartland, AAMS™ is a trusted financial institution located at 2146 North Karwick Road in Michigan City, Indiana, United States. Specializing in providing personalized financial advice and services, Tim Gartland is a highly qualified advisor with the Accredited Asset Management Specialist™ certification. With a focus on building long-term relationships with clients, Edward Jones offers a wide range of financial solutions to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Tim Gartland and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Robinson's Financial is a trusted finance institution located at 113 East Michigan Street in New Carlisle, Indiana, United States. With a strong reputation for providing excellent financial services, Robinson's Financial offers a range of options to meet the needs of individuals and businesses alike. Whether you are looking for assistance with investments, loans, or other financial matters, our knowledgeable team is here to help. Visit us today to learn more about how Robinson's Financial can help you achieve your financial goals.

Engage Financial Group is a leading finance institution located at 11622 North Michigan Road in Zionsville, Indiana, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Engage Financial Group is here to help. We strive to build long-lasting relationships with our clients by offering personalized solutions tailored to their individual needs and goals. Trust Engage Financial Group to guide you towards a secure financial future.

Merrill Lynch Financial Advisor Jennifer A Holland, located at 10800 North Michigan Road, Zionsville, Indiana, United States, is a prestigious finance institution that prides itself on providing exemplary client service. With advisors who have received recognition from top financial industry publications, including Forbes and Barron's, Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. The team at Merrill Lynch, supported by the global resources of the company, is comprised of talented and experienced individuals committed to helping clients pursue their financial goals while managing investment risk. By understanding each client's unique needs and priorities, Merrill Lynch advisors work to design and implement personalized plans intended to help clients achieve their financial aspirations. From retirement planning to wealth management, Merrill Lynch offers comprehensive financial solutions tailored to each individual's goals and circumstances. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can rest assured that their financial needs are in good hands. The advisors at Merrill Lynch believe that financial success is achieved by making informed investment decisions that align with each client's personal goals and values. By getting to know each client personally and understanding what matters most to them, Merrill Lynch advisors can create a financial approach that reflects their unique personality and priorities. Through regular check-ins and adjustments to the financial approach as needed, Merrill Lynch advisors work to help clients stay on track towards achieving their goals. Whether it's planning for retirement, saving for a major purchase, or funding a child's education, Merrill Lynch advisors are dedicated to helping clients navigate the complexities of their financial lives and build a customized investment approach that addresses their needs and aspirations. By working with a dedicated Merrill Lynch advisor, clients can benefit from personalized investment strategies and comprehensive financial solutions that are tailored to their individual circumstances. With the support and expertise of Merrill Lynch, clients can feel confident that their financial future is in good hands.

Merrill Lynch Financial Advisor Connor T Ryan is a prestigious finance institution located at 10800 North Michigan Road, Zionsville, Indiana, United States. The institution takes pride in its advisors who have received recognition from financial industry publications and Bank of America Corporation. Merrill's advisors are known for their exemplary client service and have been ranked in various categories such as "Best-in-State Wealth Advisors," "America's Top Wealth Advisors," and "Top Next-Generation Wealth Advisors" by Forbes and Barron's. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. The advisors focus on understanding clients' goals, priorities, and aspirations to develop personalized financial plans that help manage investment risk and pursue financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, the advisors at Merrill Lynch work with clients to address their financial needs and help them achieve their goals. The institution offers tools such as the Investment Personality Assessment and Merrill Personal Wealth Analysis™ to tailor financial approaches to individual goals and preferences. As life and goals change, the advisors at Merrill Lynch help clients stay on track by revisiting and adjusting their financial approach. Merrill Lynch Wealth Management Advisors prioritize the client's needs and goals, offering personalized investment strategies and comprehensive financial solutions. The institution is committed to providing dedicated one-on-one relationships and guidance to help clients navigate the financial complexities of life and achieve their goals.

Merrill Lynch Financial Advisor Justin M Smith is a finance institution located at 10800 North Michigan Road, Zionsville, Indiana, United States. The institution is proud of its advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. They believe in setting the standard for exemplary client service. The institution has been featured in Forbes "Best-in-State Wealth Advisors" from 2018 to 2023, Forbes "America's Top Wealth Advisors" from 2017 to 2022, and Barron's "Top 100 Financial Advisors" in 2018. The team at Merrill Lynch is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. They focus on understanding your family, goals, and priorities in order to create a personalized financial plan to help you pursue your financial goals while managing investment risk. The institution offers banking products provided by Bank of America, N.A. and affiliated banks. They believe in the importance of having a conversation to identify and prioritize your goals, and offer tools to help you track changes in your life and financial approach. The advisors at Merrill Lynch Wealth Management are dedicated to helping you achieve your goals by getting to know you personally and creating a customized investment approach tailored to your needs.

Indy Wealth Planning Group is a reputable financial institution located at 127 East Michigan Street in the heart of Indianapolis, Indiana. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth planning strategies. Whether you are looking to build your savings, plan for retirement, or invest in the future, we are here to provide expert guidance and support every step of the way. Trust Indy Wealth Planning Group to help you secure a brighter financial future.

General Insurance Services is an independent insurance agency located at 421 Franklin Street in Michigan City, Indiana. Specializing in health insurance, our agency has been serving Northern Indiana for over 80 years. We are dedicated to helping our clients manage their risk and protect what matters most to them. With a focus on strong ethics, enduring relationships, and a passion for our work, we strive to secure the futures of the communities we serve. Testimonials from our clients speak to the exceptional service and support they have received from General Insurance Services. Whether it's assisting with claims, providing information on new coverage options, or simply being easy to work with, our team is committed to meeting the needs of our clients. We are proud to have built lasting relationships with individuals and businesses alike.

Priority Risk Management Inc is a leading insurance agency located at 2628 South Michigan Street in South Bend, Indiana. We specialize in providing personalized risk management solutions to individuals and businesses, helping them protect their assets and achieve financial security. Our team of experienced professionals is dedicated to ensuring that our clients receive the best coverage at competitive rates. Whether you are looking for auto, home, life, or commercial insurance, we have the expertise to tailor a policy to meet your specific needs. Contact us today to learn more about how Priority Risk Management Inc can help you safeguard what matters most.

H&R Block is a renowned accounting and finance institution located at 513 West Michigan Street in New Carlisle, Indiana, United States. With a strong reputation for providing expert tax preparation services and financial guidance, H&R Block is a trusted resource for individuals and businesses alike. Their team of professionals is dedicated to helping clients navigate the complexities of tax laws and financial planning, ensuring they maximize their financial potential. Whether you need assistance with tax filing, financial consulting, or investment strategies, H&R Block is committed to providing top-notch service and expertise.

Rosenwinkel Insurance is a family-owned agency located at 7114 Calumet Avenue in Hammond, Indiana. With over 80 years of experience, we offer top-notch coverage, value, and unbeatable customer service. We also have a second location at 10740 Broadway, Suite B in Crown Point, IN. Our agency has a long history of serving North Lake County, South Lake County, and surrounding areas in Indiana, Illinois, Michigan, Ohio, and Kentucky. Founded in 1939 by Edward P. Rosenwinkel, our agency has been passed down through four generations, with the current owner continuing the legacy of providing auto, home, commercial, life, and health insurance. We are now independent agents, offering a wide range of coverage options from multiple top-rated insurance companies.

MidCoast Insurance, located at 300 East 90th Drive in Merrillville, Indiana, is an independent insurance agency serving clients in Chicagoland, Illinois, Indiana, Michigan, Wisconsin, and Florida. With a variety of insurance products such as auto, business, home, and life, as well as financial products, we are able to find the best market rates by representing multiple insurance carriers. Our dedicated team values strong relationships with our clients and strives to provide exceptional service, care, and support through all of life's challenges. If you're in the area, stop by for a cup of coffee and meet the MidCoast Insurance team! We proudly serve Crown Point, Schererville, Cedar Lake, Highland, Dyer, Chicago, Orland Park, Lansing, and more.

Rosenwinkel Insurance is a family-owned agency located at 10740 Broadway in Crown Point, Indiana. Specializing in health and insurance coverage, we offer top-notch services and value for all your insurance needs. With over 80 years of experience serving customers in Indiana, Illinois, Michigan, Ohio, and Kentucky, we pride ourselves on our family legacy of providing excellent customer service. Our agency was founded by Edward P. Rosenwinkel in 1946, and has been passed down through four generations. After the sudden passing of his father in 2014, the current owner continues the family tradition of offering personalized service and a wide selection of insurance options. With dozens of reputable companies to choose from, we can help you find the best coverage at an affordable price. Whether you need auto, home, commercial, life, or health insurance, we are here to help guide you through the process. Our convenient locations in both North Lake County and South Lake County make it easy for you to visit us and take care of your insurance needs. We are available 24/7 in case of emergencies, and are dedicated to earning your trust and business. Contact us today to experience the peace of mind that comes from having a dedicated "family" member take care of you.

Garrett Wietholter - State Farm Insurance Agent is a trusted insurance agency located at 11145 North Michigan Road in Zionsville, Indiana. Conveniently located next to Firestone, Garrett is dedicated to building long-term relationships with his insureds, providing ongoing support and assistance throughout the policy lifecycle. Whether you need auto, home, renters, condo, or life insurance, Garrett and his experienced team are here to help. Servicing Zionsville, Carmel, Westfield, Whitestown, Brownsburg, Fishers, Noblesville, Indianapolis, and the rest of the State of Indiana, Garrett understands the unique insurance needs of rural road drivers and offers tips to stay safe. With a focus on personalized service, Garrett's team includes insurance experts like Susan, who has 24 years of experience, and JD, who has 10 years of experience.

Welcome to Adam Hage - State Farm Insurance Agent, your trusted partner for comprehensive insurance solutions in Saint John, Indiana, and beyond. Located at 9465 Joliet Street, our agency is dedicated to providing exceptional service and quality insurance coverage to individuals and businesses across Illinois, Indiana, Missouri, Wisconsin, and Michigan. Adam Hage, a passionate State Farm Agent, began his career as a Catastrophe claims representative after graduating from Bradley University. With roots in Bloomington, Illinois, and extensive experience living in Chicago and its southern suburbs, Adam opened his first office in 2012. Since then, the Hage Insurance Agency has grown, now proudly serving the Saint John community where Adam resides with his family.

Welcome to Geisen-Carlisle Funeral & Cremation Services At Geisen-Carlisle Funeral & Cremation Services, we are dedicated to providing compassionate and professional support to families in their time of need. Located at 613 Washington Street in Michigan City, Indiana, our funeral home is committed to offering personalized services that honor and celebrate the lives of your loved ones.

Located at 406 West Maumee Street in Angola, Indiana, State Farm: Austin Budreau is an insurance agency serving clients in Indiana, Michigan, and Ohio. With over 80 years of combined State Farm Team Experience, our agency offers a wide range of insurance and financial services, including coverage for auto, home, life, renters, boat, motorcycle, and small business owners. Our team of licensed professionals is dedicated to helping you find the right insurance coverage for your specific needs. In addition to insurance services, we also provide guidance on reducing sewer or drain losses in your basement, telematics for sharing vehicle information, and DIY auto maintenance tips to combat rising repair costs. Our mission is to help individuals and businesses in Angola, Fremont, Hamilton, and throughout Steuben County manage risks, recover from the unexpected, and achieve their dreams.

Heights Finance is a reputable financial institution located at 4339 Franklin Street in Michigan City, Indiana. We provide a wide range of financial services to help individuals and businesses achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized solutions and exceptional customer service. Whether you need a personal loan, debt consolidation, or financing for a major purchase, Heights Finance is here to help. Visit us today to learn more about our services and how we can assist you with your financial needs.

General Insurance Services is an independent insurance agency located at 1200 Michigan Avenue in La Porte, Indiana. Specializing in health insurance, we have been serving Northern Indiana for over 80 years, helping clients manage their risk and protect what matters most. Our agency is built on strong ethics, enduring relationships, and a passion for what we do. We strive to understand our client's needs and deliver sound advice to secure the futures of the communities we serve. Our clients have praised us for our prompt and hassle-free service, as well as our reliability and professionalism. We are proud to support the Boys & Girls Clubs of Porter County through both our professional services and philanthropic support. Contact us today for all your insurance needs.

Steve Siler - State Farm Insurance Agent is a trusted insurance agency located at 603 J Street in La Porte, Indiana. With over 25 years of experience serving residents in Indiana, Michigan, and Illinois, Steve Siler and his dedicated team offer a wide range of insurance products, including car, home, life, health, pet, and small business insurance. Located conveniently on Route 2 at the corner of J Street, directly in front of LaPorte High School, the agency prioritizes understanding customers' needs to provide comprehensive solutions tailored to each individual. The team at Steve Siler - State Farm Insurance Agent is committed to providing exceptional service and options for all insurance needs, from car and home insurance to life, health, renters, and small business insurance. With a focus on building strong relationships based on respect, empathy, and reliability, the agency aims to protect and enhance the well-being of communities across Indiana, Michigan, and Illinois.

World Finance is a leading financial institution located at 214 Dunes Plaza in Michigan City, Indiana, United States. We offer a wide range of financial services including personal loans, installment loans, and tax preparation assistance. Our experienced team of professionals is dedicated to providing our customers with personalized financial solutions to meet their individual needs. Whether you are looking to consolidate debt, cover unexpected expenses, or simply need help with your taxes, World Finance is here to help. Visit us today to learn more about how we can assist you with your financial goals.

Insurance Associates of Indiana is a dedicated insurance agency located in Indianapolis, Indiana, United States. Our mission is to help individuals, businesses, and families protect their financial future by providing quality insurance products and services. We are committed to helping our clients save money, reduce risk, and find the best insurance solutions tailored to their specific needs. Our team is here to assist you in finding the right insurance coverage for your unique situation. We are proud to represent top insurance carriers and are licensed in multiple states including Indiana, Arizona, California, Florida, Georgia, Idaho, Illinois, Kentucky, Louisiana, Michigan, Missouri, Ohio, South Carolina, Tennessee, Virginia, and Wisconsin. Contact us today to see how we can help you secure your future and achieve peace of mind.

Welcome to Danny DiTola - State Farm Insurance Agent, your trusted local insurance agency located at 2449 45th Street, Highland, Indiana. Since 2009, we have proudly served the communities of Indiana, Michigan, and Illinois, building strong relationships with residents and local businesses alike. Our mission is to help you design personalized insurance and financial service plans that protect you from the unexpected and secure your future goals. We specialize in a wide range of insurance products, including auto, home, life, renters, and small business insurance. Our dedicated team is here to provide comprehensive conversations to ensure you receive the protection you and your family need. Whether you're new to Northwest Indiana or seeking a fresh perspective on your insurance needs, we're committed to helping you uncover areas of concern and achieve your goals.

Crowel Agency, Inc. is a reputable insurance agency located at 348 Dunes Plaza in Michigan City, Indiana, United States. With a strong commitment to providing personalized and comprehensive insurance solutions, Crowel Agency, Inc. offers a wide range of insurance products and services to meet the needs of individuals, families, and businesses. Their team of experienced agents is dedicated to helping clients find the right coverage at competitive rates. Whether you are looking for auto, home, life, or business insurance, Crowel Agency, Inc. is here to help you protect what matters most. Contact them today to learn more about their insurance options and how they can assist you in securing your future.

Snyder Insurance Agency, Inc. is a trusted insurance agency located at 1905 Franklin Street in Michigan City, Indiana. With a commitment to providing personalized service and comprehensive coverage options, Snyder Insurance Agency, Inc. helps clients protect what matters most. Whether you are looking for auto, home, life, or business insurance, their experienced team is dedicated to finding the right policy for your individual needs. Contact Snyder Insurance Agency, Inc. today for expert guidance and peace of mind.