TOP 30 Best Financial planning for individuals in Mishawaka, Indiana

OneMain Financial is a finance institution located at 6502 Grape Road in Mishawaka, Indiana, United States. They offer a variety of financial services including personal loans, debt consolidation, and credit insurance. With a focus on providing personalized solutions for their customers, OneMain Financial strives to help individuals achieve their financial goals and improve their overall financial well-being. Their experienced team is dedicated to providing excellent customer service and helping clients navigate through their financial needs with ease. Whether you are looking to consolidate debt or fund a major purchase, OneMain Financial is committed to providing reliable and trustworthy financial solutions.

GreenPath Financial Wellness in Mishawaka, IN is a finance institution dedicated to helping individuals achieve financial stability and wellness. Located at 245 West Edison Road, Mishawaka, Indiana, their team of experts provides personalized guidance and resources to help clients manage their finances, reduce debt, and plan for a secure future. Whether you are struggling with debt, looking to improve your credit score, or simply want to better understand your finances, GreenPath Financial Wellness is here to support you every step of the way. Visit their office in Mishawaka or schedule a consultation to start your journey towards financial wellness today.

Bruce McCourt - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 3340 Hickory Road, Mishawaka, Indiana, United States, offers a wide range of financial services to individuals. Bruce McCourt 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 Bruce McCourt's expertise and commitment to providing clients with the highest level of financial advice and service. Whether you are looking for retirement planning, estate planning, investment management, or assistance with special financial needs, Bruce McCourt has the knowledge and experience to help you achieve your financial goals. Contact Bruce McCourt - Private Wealth Advisor at Ameriprise Financial Services, LLC, for personalized and professional financial guidance.

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.

McCourt & Associates - Ameriprise Financial Services, LLC is a finance institution located at 3340 Hickory Road, Mishawaka, Indiana, United States. They have been recognized as the Ameriprise Client Experience Award Recipient for 2023. The institution focuses on understanding the individual goals and risk tolerance of their clients to provide personalized investment, asset allocation, and portfolio recommendations. They offer regular progress reviews, updates to financial strategies as life changes, and secure online access to track investments and goals. The team at McCourt & Associates is dedicated to providing a great client experience every day. They offer complimentary initial consultations to help clients get started on their financial planning journey. The institution is a member of FINRA and SIPC, and users of their website agree to abide by their rules and regulations. They prioritize privacy and security for their clients and are committed to helping friends and family members achieve their financial goals.

Temple Financial, LLC is a reputable finance institution located at 3838 North Main Street in Mishawaka, Indiana, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, Temple Financial, LLC is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and see how we can help you reach your financial aspirations.

Verso Financial is a finance institution located at 4100 Edison Lakes Parkway in Mishawaka, Indiana, United States. We specialize in providing a wide range of financial services to individuals and businesses, including loans, investment options, and financial planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, secure a loan, or plan for retirement, Verso Financial is here to provide you with expert guidance and personalized solutions. Visit us today to see how we can help you take control of your finances.

Edward Jones - Financial Advisor: Matthew B Carroll is a reputable finance institution located at 1704 East Day Road in Mishawaka, Indiana, United States. With a focus on providing personalized financial advice and services, Matthew B Carroll and his team strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your assets, Edward Jones - Financial Advisor: Matthew B Carroll is dedicated to providing top-notch financial solutions tailored to your individual needs.

Morgan Stanley Financial Advisors is a renowned finance institution located at 4100 Edison Lakes Parkway in Mishawaka, Indiana, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment services to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, we strive to empower our clients to make informed decisions and secure their financial future. Contact us today to schedule a consultation and start planning for a brighter tomorrow with Morgan Stanley Financial Advisors.

Raymond James Financial Services is a finance institution located at 3625 Park Place West in Mishawaka, Indiana, United States. They provide a wide range of financial services including wealth management, investment advisory, retirement planning, and more. With a team of experienced financial advisors, Raymond James Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. Their personalized approach and commitment to excellence make them a trusted partner for individuals and businesses seeking expert financial guidance.

SYM Financial Advisors is a leading finance institution located at 4215 Edison Lakes Parkway in Mishawaka, Indiana, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies, retirement planning, and wealth management services. With a focus on transparency and integrity, we strive to provide our clients with the knowledge and tools they need to make informed financial decisions. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, SYM Financial Advisors is here to help you every step of the way.

Michael K Jones is a financial advisor at Ameriprise Financial Services, LLC located at 4440 Edison Lakes Parkway in Mishawaka, Indiana, United States. Michael holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. With a commitment to ethical practices and ongoing education, Michael provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for assistance with portfolio management, insurance products, or retirement planning, Michael K Jones can help you navigate the complex world of finance with confidence and expertise.

Tom Polaski is a Financial Advisor at Ameriprise Financial Services, LLC located at 4440 Edison Lakes Parkway in Mishawaka, Indiana, United States. Tom Polaski holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. As a Certified Divorce Financial Analyst and Certified Estate Planner™, Tom Polaski is dedicated to providing comprehensive financial planning services to his clients. Whether you are looking for advice on fixed-rate and variable annuities, retirement planning, or estate planning, Tom Polaski can help you navigate the complex world of finance with confidence. Contact Tom Polaski today for expert financial advice tailored to your individual needs.

The Mishawaka, IN Branch Office of UBS Financial Services Inc. is a reputable finance institution located at 4330 Edison Lakes Parkway in Mishawaka, Indiana, United States. This branch office offers a wide range of financial services to individuals, businesses, and organizations, including investment management, wealth planning, retirement planning, and more. With a team of experienced financial advisors and experts, UBS Financial Services Inc. in Mishawaka is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, the professionals at UBS Financial Services Inc. in Mishawaka are here to provide personalized solutions and expert advice.

Kotecki & Associates - Ameriprise Financial Services, LLC is a finance institution located at 515 Park Place Circle in Mishawaka, Indiana, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. With regular meetings to review progress and update strategies as life changes, clients can track their investments and accounts securely from any device. The institution provides a complimentary initial consultation to discuss financial planning concepts and goals. Ameriprise financial advisors are registered to do business in certain U.S. states and cannot guarantee future financial results. Clients can refer friends or family members to help them achieve their financial goals. The institution emphasizes privacy and security, with details available on their website.

David Kotecki - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 515 Park Place Circle in Mishawaka, Indiana, United States. They offer a range of services and certifications to ensure that their clients receive expert financial advice and planning. Some of the certifications held by their advisors include 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®, CFP®, 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 cover a wide range of financial planning topics, ensuring that clients receive comprehensive and specialized advice tailored to their individual needs. With a focus on ethics and expertise, David Kotecki - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to providing top-quality financial services to their clients.

UBS Financial Services Inc. is a leading finance institution located at 4330 Edison Lakes Parkway, Mishawaka, Indiana, United States. At UBS, we believe in optimizing tech exposure, seeking durable income, and diversifying across asset classes, regions, and sectors. Our commitment is to understand what wealth means for you, as it means something different to all of us. We excel in delivering the expertise needed to turn your financial vision into a reality, providing finely crafted financial advice tailored to your individual needs. Our current thinking keeps you ahead of the curve, with insights on the implications of potential elections and the direction of US taxes. We offer wealth strategies that support you in every stage of life, helping you pursue your financial goals today, tomorrow, and for generations to come. Our focus is on understanding the markets, economy, trends, and investor mindset to help you turn your possibilities into a plan. For prominent individuals and families, we connect you to experts, insights, and thought leaders to help you achieve success. We offer solutions for companies looking to attract and retain key talent, as well as topics to help executives excel and advance in the family office industry. Our approach, UBS Wealth Way, incorporates Liquidity, Longevity, and Legacy strategies to assist clients in exploring and pursuing their wealth management needs and goals. As a firm providing wealth management services, we offer investment advisory services and brokerage services, each governed by different laws and arrangements. It is important to understand how we conduct business and carefully read the agreements and disclosures provided. Wealth management services in the United States are provided by UBS Financial Services Inc., a registered investment advisor and broker-dealer. We offer a range of products and services to help you achieve what's important to you.

Edward Jones - Financial Advisor: Jim Hibschman, AAMS™|CRPC™ is a reputable financial institution located at 3305 Grape Road in Mishawaka, Indiana, United States. Specializing in personalized financial planning and investment services, Jim Hibschman, a certified AAMS™|CRPC™ advisor, offers expert guidance to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones - Financial Advisor is committed to helping individuals and families secure their financial future. Visit their office today to start planning for a successful financial future.

Edward Jones - Financial Advisor: Bret J Forsyth, AAMS™ is a trusted financial institution located at 3305 Grape Road in Mishawaka, Indiana. As a dedicated advisor, Bret J Forsyth, AAMS™ provides personalized financial services to help individuals and families achieve their financial goals. With a focus on integrity and professionalism, clients can expect expert guidance on investment strategies, retirement planning, and wealth management. Whether you are planning for the future or navigating a financial challenge, Edward Jones - Financial Advisor: Bret J Forsyth, AAMS™ is committed to providing the support and expertise needed to secure your financial future.

Sea Financial Group is a prestigious finance institution located at 4028 Lincolnway East in Mishawaka, Indiana, United States. With a reputation for excellence and expertise in financial services, Sea Financial Group offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, estate planning, or investment advice, our team of experienced professionals is dedicated to providing personalized and comprehensive financial solutions tailored to your specific needs. Visit us today to learn more about how Sea Financial Group can help you secure a stable financial future.

Edward Jones - Financial Advisor: Stephen C Miller is a reputable financial institution located at 2410 Grape Road in Mishawaka, Indiana, United States. As a trusted name in the finance industry, Edward Jones offers personalized financial planning and investment services to help individuals achieve their financial goals. With Stephen C Miller as the dedicated financial advisor, clients can expect expert guidance and tailored solutions to meet their unique needs. Whether you are looking to save for retirement, plan for your child's education, or grow your wealth, Edward Jones - Financial Advisor: Stephen C Miller is committed to helping you secure a brighter financial future.

World Finance is a renowned finance institution located at 6502 Grape Road in Mishawaka, Indiana, United States. With a strong reputation for providing top-notch financial services, World Finance is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with loans, investments, or financial planning, the expert team at World Finance is ready to assist you every step of the way. Trust in World Finance for all your financial needs.

Marty Ferguson - Fairway Independent Mortgage Corporation Mortgage Advisor is a trusted finance institution located at 12415 McKinley Highway in Mishawaka, Indiana, United States. As a dedicated mortgage advisor, Marty Ferguson provides expert guidance and personalized solutions to help clients navigate the complexities of home financing. With a commitment to transparency and customer satisfaction, Marty Ferguson ensures a smooth and stress-free mortgage process for individuals and families looking to achieve their homeownership dreams.

Patsy Sears - State Farm Insurance Agent is a trusted insurance agency located at 14500 State Rd 23 in Granger, Indiana. Our dedicated team provides personalized coverage options for auto, home, life, health, business, motorcycle, renters, condos, commercial auto, and small business insurance. We also offer banking services to meet your financial needs. We proudly serve the communities of Mishawaka, South Bend, Elkhart, Niles, Buchanan, Edwardsburg, and Cassopolis. Our team is committed to offering friendly guidance and caring support for all your insurance needs. Whether you are looking to lower your auto insurance expenses, protect your home, or plan for your family's future, we are here to help.

Dennis Insurance Agency is a reputable health insurance agency located at 2401 Lincolnway West in Mishawaka, Indiana. Our experienced team is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for individual health coverage or group insurance plans, we work with top insurance providers to offer comprehensive and affordable options. Trust Dennis Insurance Agency to protect your health and financial well-being. Contact us today for a consultation and let us help you find the right insurance coverage for you and your loved ones.

Heights Finance is a finance institution located at 5808 Grape Road in Mishawaka, Indiana, United States. They offer a range of financial services to help individuals and businesses achieve their financial goals. With a focus on personalized service and competitive rates, Heights Finance is committed to providing their customers with the support and resources they need to succeed financially. Whether you are looking for a loan, investment advice, or other financial services, Heights Finance is dedicated to helping you reach new heights in your financial journey.

Renita Fleming: Allstate Insurance is a trusted insurance agency located at 3310 Hickory Road in Mishawaka, Indiana, United States. With a focus on providing reliable coverage and personalized service, Renita Fleming and her team strive to help clients protect what matters most to them. Whether you're looking for auto, home, life, or business insurance, this agency is dedicated to finding the right policy for your needs. Contact Renita Fleming: Allstate Insurance today to discuss your insurance options and start securing your future.

Jackson Hewitt Tax Service is a finance institution located at 703 West McKinley Avenue in Mishawaka, Indiana, United States. They specialize in providing tax preparation services to individuals and businesses, helping clients navigate through the complexities of tax laws and maximize their tax refunds. With a team of experienced tax professionals, Jackson Hewitt Tax Service is dedicated to providing high-quality, reliable, and efficient tax services to their clients. Whether you need help with filing your taxes, managing your finances, or planning for the future, Jackson Hewitt Tax Service is here to help.

H&R Block is a renowned accounting and finance institution located at 5810 Grape Road in Mishawaka, Indiana, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of comprehensive financial solutions, H&R Block is dedicated to providing top-notch services tailored to meet your specific needs. Visit us today to experience the expertise and reliability that H&R Block is known for.

H&R Block is a reputable accounting and finance institution located at 332 North Bittersweet Road in Mishawaka, Indiana, United States. With a strong reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted resource for individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate complex financial matters and achieve their financial goals. Whether you need assistance with tax planning, bookkeeping, or investment strategies, H&R Block is committed to providing top-notch service and personalized solutions.