Financial planning services in Michigan City, Indiana
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Rowley & Company LLP
● ClosedRowley & Company LLP is a reputable accounting and finance institution located at 409 West Kieffer Road in Michigan City, Indiana, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, auditing, and more. Their dedication to excellence and commitment to client satisfaction sets them apart in the industry. Whether you are an individual or a business, Rowley & Company LLP is your trusted partner for all your accounting and finance needs.
409 W Kieffer Rd, Michigan City, IN 46360, United StatesAdvertisements -
Walter & Keenan Wealth Management
● OpenWalter & Keenan Wealth Management is a leading finance institution located at 202 South Michigan Street in South Bend, Indiana, United States. With a commitment to providing personalized financial solutions, our team of experts offers a wide range of services including investment management, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, our experienced professionals are here to help you achieve your financial goals. Visit us today to see how we can help you secure your financial future.
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Merrill Lynch
● ClosedMerrill Lynch is a renowned finance institution located at 100 North Michigan Street in South Bend, Indiana, United States. With a long history of providing top-notch financial services and investment advice, Merrill Lynch is a trusted name in the industry. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, save for retirement, or plan for your children's education, Merrill Lynch has the expertise and resources to help you make informed decisions and reach your financial objectives.
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Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management is a renowned finance institution located at 100 North Michigan Street in South Bend, Indiana, United States. With a strong reputation for providing top-notch financial services, Merrill Lynch offers a wide range of wealth management solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning services, Merrill Lynch's team of experienced professionals is dedicated to helping you navigate the complexities of the financial world and secure your financial future. Visit Merrill Lynch Wealth Management today to start your journey towards financial success.
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Kruggel Lawton CPAs
● ClosedKruggel Lawton CPAs is a reputable accounting and finance institution located in South Bend, Indiana. With a prime location at 210 South Michigan Street, this firm offers a wide range of professional services to individuals and businesses in need of expert financial guidance. Their team of certified public accountants is dedicated to providing top-notch services such as tax preparation, auditing, financial planning, and consulting. Whether you are looking for assistance with your personal finances or need help managing your business's financial affairs, Kruggel Lawton CPAs is the go-to institution for all your accounting needs.
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Horizon Trust & Investment Management
● OpenHorizon Trust & Investment Management is a leading finance institution located at 515 Franklin Street in Michigan City, Indiana, United States. Our dedicated team of financial experts is committed to providing top-notch trust and investment management services to help our clients achieve their financial goals. With a focus on personalized service and strategic financial planning, we strive to build long-lasting relationships with our clients and help them navigate the complex world of finance with confidence. Contact us today to learn more about how Horizon Trust & Investment Management can help you secure your financial future.
515 Franklin St, Michigan City, IN 46360, United States -
Harbour Trust
● ClosedThe Harbour Trust is a reputable financial institution located at 1024 North Karwick Road in Michigan City, Indiana, United States. With a strong commitment to providing personalized financial solutions, the Harbour Trust offers a wide range of services including wealth management, investment planning, retirement planning, and estate planning. Their team of experienced financial advisors are 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 protect your assets, the Harbour Trust is here to provide expert guidance and support. Visit them today to learn more about how they can help you achieve financial success.
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Schaefer John J CPA
● ClosedSchaefer John J CPA is a reputable accounting and finance institution located at 513 Washington Street in Michigan City, Indiana, United States. With a team of experienced professionals led by John J Schaefer, this institution offers a wide range of financial services including tax preparation, bookkeeping, auditing, and financial planning. Whether you are an individual looking for personal financial advice or a business in need of accounting services, Schaefer John J CPA is dedicated to providing top-notch expertise and personalized solutions to meet your needs. Contact them today to schedule a consultation and take control of your financial future.
513 Washington St, Michigan City, IN 46360, United States -
Phil Hamand - Old National Investments
● OpenPhil Hamand - Old National Investments is a finance institution located at 130 South Michigan Street in South Bend, Indiana. With a focus on providing comprehensive investment services, our experienced team is dedicated to helping clients achieve their financial goals. From retirement planning to wealth management, we offer personalized solutions tailored to each individual's needs. Trust in our expertise and commitment to excellence as we guide you towards a secure financial future.
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Ben Finan, 1st Source Asset Advisors
● ClosedBen 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.
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Billie Treber, 1st Source Asset Advisors
● ClosedBillie 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.
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H&R Block
● ClosedH&R Block is a well-known accounting and finance institution located at 4315 Franklin Street in Michigan City, Indiana, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and accounting assistance. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and personalized solutions to help you achieve your financial goals. Visit us today to learn more about how we can assist you with all of your accounting and finance needs.
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H&R Block
● ClosedH&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.
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Tax Time
● OpenTax Time is a reputable accounting and finance institution located at 1401 Franklin Street in Michigan City, Indiana, United States. With a team of experienced professionals, Tax Time specializes in providing expert tax preparation, financial planning, and accounting services to individuals and businesses alike. Whether you need help with filing your taxes, managing your finances, or planning for the future, Tax Time is dedicated to providing top-notch service and personalized solutions to meet your specific needs. Trust Tax Time to help you navigate the complexities of taxes and finances with ease and confidence.
1401 Franklin St, Michigan City, IN 46360, United States -
Tax Biz
● ClosedTax 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.
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Applegate & Co
● ClosedApplegate & Co is a reputable accounting and finance institution located at 1421 South Woodland Avenue in Michigan City, Indiana, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. Their commitment to excellence and personalized approach sets them apart from other firms, making them a trusted partner for all financial needs. Whether you need help with tax preparation, bookkeeping, or financial planning, Applegate & Co is dedicated to helping you achieve your financial goals. Contact them today to learn more about their services and how they can assist you.
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Home Accountants
● OpenHome Accountants is a trusted accounting and finance institution located at 3967 Frontage Road in Michigan City, Indiana. Our team of professional accountants provides a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, payroll services, and financial planning. With years of experience and a commitment to excellence, we strive to help our clients achieve their financial goals and make informed decisions. Whether you need help with personal finances or business accounting, Home Accountants is here to provide expert guidance and support.
3967 Frontage Rd, Michigan City, IN 46360, United States -
Applegate & Co: Nichols Jason M CPA
● OpenApplegate & Co: Nichols Jason M CPA is a reputable accounting and finance institution located at 1421 South Woodland Avenue in Michigan City, Indiana, United States. With a focus on providing top-notch financial services, their team of professionals led by Jason M Nichols CPA, offers expert advice and guidance to individuals and businesses alike. From tax preparation to financial planning, Applegate & Co is dedicated to helping their clients achieve their financial goals with precision and expertise. Contact them today to schedule a consultation and see how they can assist you with your financial needs.
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Schmitt & Kaylor
● ClosedSchmitt & Kaylor is a reputable accounting and finance institution located at 717 Michigan Avenue in La Porte, Indiana, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust Schmitt & Kaylor for accurate and reliable financial advice to help them achieve their financial goals. Visit their office today for personalized service and expert guidance in managing your finances.
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Rosenwinkel Insurance
● ClosedRosenwinkel 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.
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Premier Group Insurance
● ClosedPremier Group Insurance is a reputable insurance agency located at 829 East Commercial Avenue in Lowell, Indiana. As a brokerage company, we work on behalf of our clients to find the best insurance coverage at the most affordable rates. We compare rates from top carriers such as Allstate Insurance, Berkshire Hathaway Insurance, Nationwide Insurance, Progressive Insurance, SafeCo Insurance, Traveler’s Insurance, and more. Whether you need life insurance, auto insurance, home insurance, or commercial insurance for your business, we are here to help. Since 1992, our family owned and operated business has been providing quality insurance solutions to individuals and families in Indiana, Illinois, Michigan, and Ohio. Our experienced agents are dedicated to finding the right insurance policies to meet your needs.
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Midcoast Insurance
● ClosedMidCoast 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.
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Rosenwinkel Insurance
● ClosedRosenwinkel 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.
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Rick Greenberg - State Farm Insurance Agent
● ClosedRick Greenberg - State Farm Insurance Agent is a trusted insurance agency located at 112 East Ridge Road in Griffith, Indiana, United States. Conveniently situated at Broad Ridge Plaza, right next to Aurelios Pizza & Oria's Flowers, our agency is dedicated to helping you achieve your insurance and financial goals. With over 12 years of experience in the industry, our team is committed to simplifying the insurance process and providing you with informed decisions. As a long-time resident of Northwest Indiana, Rick Greenberg understands the unique insurance needs of the region. Licensed in Indiana, Illinois, Ohio, and Michigan, our agency offers comprehensive coverage and bundling discounts to help you save on your insurance needs. We serve communities such as Griffith, Highland, Munster, and Schererville, among others.
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TME Insurance
● ClosedTME Insurance, located in Merrillville, Indiana, is a health insurance agency serving customers in Florida, Illinois, Indiana, Kentucky, Michigan, Mississippi, Nevada, Ohio, Tennessee, and Wisconsin. Our independent agency works with top carriers to provide the best coverage for your needs. Whether you're planning a home remodel or looking for life insurance, we are here to help. During National Rebuilding Month, it's important to consider how renovations can impact your insurance. We also offer tips on preventing lapsed life insurance policies and understanding how credit scores can affect auto insurance rates. Trust TME Insurance to protect what matters most in your life.
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Shawn Higgins - State Farm Insurance Agent
● ClosedShawn Higgins - State Farm Insurance Agent is a reputable insurance agency located at 9860 North Michigan Road in Carmel, Indiana. Serving the community since 2009, our experienced and licensed team is dedicated to helping families with their insurance and financial needs. We offer a wide range of services including Auto, Homeowners, Condo, Renters, Life, and Business Insurance, as well as Financial Services. Whether you are a long-time resident or new to the area, we are here to assist you every step of the way. Our team is actively involved in various charitable organizations and events in the Indianapolis area, demonstrating our commitment to giving back to the community. Contact us today for personalized assistance with your insurance and financial planning needs.
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Garrett Wietholter - State Farm Insurance Agent
● ClosedGarrett 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.
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Danita Fields - State Farm Insurance Agent
● ClosedWelcome to Danita Fields - State Farm Insurance Agent, located at 6835 East Southport Road in Indianapolis, Indiana. At our insurance agency, we provide personalized service to help you find the right coverage for your needs. Whether you are looking for car insurance, homeowners insurance, renters insurance, business insurance, life insurance, health insurance, or any other State Farm product, we are here to assist you. We also offer commercial insurance for small business owners, as well as insurance for motorcycles, motorhomes, RVs, boats, and ATVs. Our team is licensed in Indiana, Illinois, Ohio, and Michigan, serving areas such as Indianapolis, Carmel, Fishers, Noblesville, and many more.
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Insurance Associates of Indiana
● ClosedInsurance 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.
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Heartland Insurance Partners
● ClosedHeartland Insurance Partners is an insurance agency located at 10305 Dawsons Creek Boulevard in Fort Wayne, Indiana. We serve clients in Indiana, Illinois, Kentucky, Michigan, North Carolina, Ohio, Tennessee, and Virginia. Our goal is to provide quality insurance products with care and diligence. As April is Financial Literacy Month, we emphasize the importance of financial literacy for small business owners. Budgeting basics are crucial for managing finances effectively. If you're planning a home remodel, consider how it may impact your insurance coverage. We debunk myths and misconceptions about life insurance with a quick quiz to test your knowledge. Visit us to learn more about protecting your assets and securing your financial future.
10305 Dawsons Creek Blvd F, Fort Wayne, IN 46825, United States
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