Financial strategies in Merrillville, IN
31 results found
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Emmett Mosley: Primerica - Financial Services
● ClosedEmmett Mosley: Primerica - Financial Services is an insurance agency located at 7847 West Taft Street in Merrillville, Indiana. Our dedicated team is committed to providing top-notch financial services to our clients, helping them secure their future and achieve their financial goals. With a focus on personalized service and tailored solutions, we offer a wide range of insurance products to meet the unique needs of each individual and family. Whether you are looking for life insurance, retirement planning, or investment strategies, Emmett Mosley: Primerica is here to help you build a secure financial foundation. Contact us today to schedule a consultation and start planning for a brighter tomorrow.
7847 W Taft St, Merrillville, IN 46410, United States -
US Financial Services Inc
● ClosedUS Financial Services Inc is a leading insurance agency located at 99 East 86th Avenue in Merrillville, Indiana. We specialize in providing a wide range of financial services to individuals and businesses in the United States. Our team of experienced professionals is dedicated to helping our clients secure their financial future through personalized insurance solutions. Whether you are looking for auto, home, life, or business insurance, we have the expertise to meet your needs. Contact us today to learn more about how we can help protect what matters most to you.
99 E 86th Ave e2, Merrillville, IN 46410, United States -
Tom Lozanoski - Financial Advisor, Ameriprise Financial Services, LLC
● OpenTom Lozanoski - Financial Advisor, Ameriprise Financial Services, LLC, located at 300 East 90th Drive, Merrillville, Indiana, United States, is a finance institution offering a wide range of services to meet the diverse needs of individuals and businesses. The institution boasts a team of highly qualified professionals with various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, indicating their expertise in asset management, retirement planning, estate planning, and investment strategies. Additionally, the institution offers specialized services for specific client needs, such as Certified Divorce Financial Analysts, Certified Estate Planners™, and Certified Military Financial Advisors®. With a commitment to ethical practices and ongoing education, Tom Lozanoski - Financial Advisor, Ameriprise Financial Services, LLC, is dedicated to providing comprehensive financial solutions to help clients achieve their goals.
300 E 90th Dr, Merrillville, IN 46410, United States -
Jason Topp - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenJason Topp - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 300 East 90th Drive, Merrillville, Indiana, United States. The institution offers a range of certifications and designations for advisors to ensure they have the expertise and knowledge to provide comprehensive financial planning services to individuals and businesses. Some of the certifications offered 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 topics such as asset management, retirement planning, estate planning, investment strategies, and more. Advisors at Jason Topp - Private Wealth Advisor are dedicated to providing top-notch financial planning services to help clients achieve their financial goals.
300 E 90th Dr, Merrillville, IN 46410, United States -
Edward Jones - Financial Advisor: Logan M Dexter
● OpenEdward Jones - Financial Advisor: Logan M Dexter is a reputable finance institution located at 420 Merrillville Road in Crown Point, Indiana, United States. As a dedicated financial advisor, Logan M Dexter offers personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Logan M Dexter is committed to providing top-notch financial guidance and support to individuals and families in the Crown Point area. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Logan M Dexter is here to help you navigate the complexities of the financial world and make informed decisions for a secure financial future.
420 Merrillville Rd, Crown Point, IN 46307, United States -
Jeannie Ilievski - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJeannie 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.
300 E 90th Dr, Merrillville, IN 46410, United States -
John Zandstra - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJohn Zandstra is a Financial Advisor at Ameriprise Financial Services, LLC located at 300 East 90th Drive, Merrillville, Indiana, United States. John holds several 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®. John provides comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, investment strategies, estate planning, insurance products, and retirement planning, John is dedicated to helping clients achieve their financial goals.
300 E 90th Dr, Merrillville, IN 46410, United States -
Edward Jones - Financial Advisor: Michael P Dexter, AAMS™
● ClosedAt Edward Jones - Financial Advisor: Michael P Dexter, AAMS™, located at 420 Merrillville Road in Crown Point, Indiana, United States, clients can expect personalized financial planning services tailored to their individual needs. With a focus on wealth management and investment strategies, Michael P Dexter, AAMS™, strives to help clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones is committed to providing expert guidance and support every step of the way.
420 Merrillville Rd, Crown Point, IN 46307, United States -
Gina Van Baren - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedGina Van Baren is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 300 East 90th Drive in Merrillville, Indiana. With years of experience in the finance industry, Gina provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, Gina Van Baren is committed to providing expert guidance and support every step of the way. Contact Gina Van Baren today to start planning for a secure financial future.
300 E 90th Dr, Merrillville, IN 46410, United States -
Merrill Lynch Financial Advisor Diana Kay Nyman
● ClosedMerrill Lynch Financial Advisor Diana Kay Nyman, located at 707 East 80th Place in Merrillville, Indiana, United States, offers personalized wealth management strategies tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Diana Nyman can help you navigate the complexities of the financial market and create a plan to address your unique needs. As a Chartered Retirement Plans Specialist™, Diana Nyman is registered to do business in multiple states and can provide advice on retirement planning, investment strategies, and more. By getting to know you personally and understanding what matters most to you, Diana Nyman can help you achieve your financial goals and stay on track, regardless of market fluctuations. Contact Merrill Lynch Financial Advisor Diana Kay Nyman to start building a customized investment approach that reflects your priorities and financial situation.
707 E 80th Pl Suite 400, Merrillville, IN 46410, United States -
Merrill Lynch Financial Advisor Paul A Shook
● ClosedMerrill Lynch Financial Advisor Paul A Shook is a finance institution located at 707 East 80th Place, Merrillville, Indiana, United States. They offer personalized financial strategies designed to help clients pursue their long-term goals. Whether it's wealth transfer, customized financial approaches, or advice on staying informed, the institution works closely with clients to develop a plan tailored to their unique needs. The team at Merrill Lynch believes in understanding each client's goals, priorities, and investing preferences through in-depth conversations and assessments. With access to the global resources of Merrill and banking solutions from Bank of America, they aim to help clients manage, grow, and preserve their wealth while considering the impact for years to come. The institution offers personalized investment strategies, financial solutions, and ongoing support to help clients achieve their financial goals.
707 E 80th Pl Suite 400, Merrillville, IN 46410, United States -
Merrill Lynch Financial Advisor Kevin S Ribordy
● ClosedMerrill Lynch Financial Advisor Kevin S Ribordy is a finance institution located at 707 East 80th Place, Merrillville, Indiana, United States. Supported by the global resources of Merrill, the group at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor focuses on your family, goals, and priorities, adapting as they change over time. The institution starts every relationship with a conversation to identify and prioritize your most important goals. By utilizing the Investment Personality Assessment, they can tailor a financial approach to help you pursue what matters most to you. With access to investment insights and banking solutions, the institution aims to develop an approach designed to address your financial needs. The Merrill Personal Wealth Analysis™ can help build a personalized plan centered on your goals. By regularly reviewing your goals and financial approach, the institution helps you stay on track to achieve what's most important to you. The institution puts you first, offering personalized investment strategies and comprehensive financial solutions. As Certified Financial Planner Board of Standards, Inc. (CFP Board) certified advisors, they can guide you through the complexities of your financial life. Contact Merrill Lynch Financial Advisor Kevin S Ribordy to start working towards your financial goals today.
707 E 80th Pl Suite 400, Merrillville, IN 46410, United States -
Merrill Lynch Financial Advisor Alexander A Koleff
● ClosedMerrill Lynch Financial Advisor Alexander A Koleff is a finance institution located at 707 East 80th Place, Merrillville, Indiana, United States. Supported by the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. The Wealth Management Client Associate - Resident Director Assistant focuses on understanding your family, goals, and priorities to create a customized financial approach. The institution believes in helping you make investment decisions that align with your personal goals, whether it's planning for retirement, buying a home, or funding education. The Investment Personality Assessment is used to understand your investing preferences and tailor the financial approach accordingly. With access to Merrill's investment insights and banking solutions from Bank of America, the institution helps you manage, grow, and preserve your wealth. The personalized approach is designed to address your financial needs and help you achieve your goals. By regularly reviewing your financial approach and adjusting it to reflect changes in your life, the institution aims to keep you on track towards your goals. The dedicated advisors at Merrill Lynch Wealth Management are committed to helping you navigate the complexities of your financial life and create a customized investment strategy to pursue your goals. With a focus on personalized investment strategies and comprehensive financial solutions, the institution puts your needs first and aims to help you achieve your financial goals.
707 E 80th Pl Suite 400, Merrillville, IN 46410, United States -
Merrill Lynch Financial Advisor Ronda L Scanlon
● ClosedMerrill Lynch Financial Advisor Ronda L Scanlon is located at 707 East 80th Place in Merrillville, Indiana, United States. This finance institution prides itself on providing exemplary client service and has been recognized by Forbes as one of the "Best-in-State Wealth Management Teams" in 2024. With a deep understanding of your financial picture, Ronda can help create a flexible strategy tailored to your goals and the changing market conditions. As a Wealth Management Client Associate and Resident Director Assistant, Ronda focuses on building strong client relationships based on trust and personalized service. By utilizing tools like Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, Ronda can develop a personalized plan to help you pursue your financial goals. With access to the resources of Merrill and Bank of America, Ronda can provide investment insights and banking solutions to address your financial needs. Whether you're planning for retirement, saving for a home, or funding education, Ronda is dedicated to helping you achieve your goals through a customized financial approach. By staying informed and regularly reviewing your financial approach, Ronda aims to help you stay on track and adapt to changes in your life and the market. Get personalized investment strategies and comprehensive financial solutions by working with a dedicated Merrill advisor like Ronda Scanlon.
707 E 80th Pl Suite 400, Merrillville, IN 46410, United States -
Merrill Lynch Financial Advisor Grant J Gingerich
● ClosedMerrill Lynch Financial Advisor Grant J Gingerich is a finance institution located at 707 East 80th Place, Merrillville, Indiana, United States. They offer personalized financial strategies tailored to help you achieve your long-term goals, whether it's wealth transfer, pursuing your passions, or planning for the future. The institution starts by listening to your needs and priorities, using tools like the Investment Personality Assessment to understand your investing preferences. With access to the resources of Merrill and Bank of America, they develop a customized approach to address your financial needs. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They offer ongoing support to help you stay on track and adjust your financial approach as needed. With a focus on helping you achieve your goals, Merrill Lynch Financial Advisor Grant J Gingerich is committed to providing tailored investment strategies and comprehensive financial solutions to help you live your best financial life.
707 E 80th Pl Suite 400, Merrillville, IN 46410, United States -
Merrill Lynch Financial Advisor James W Peller
● ClosedMerrill Lynch Financial Advisor James W Peller 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 comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. They offer services such as Wealth Management Client Associate, Resident Director Assistant, and personalized financial planning tailored to your goals and priorities. With a focus on understanding your unique needs and financial situation, they work with you to develop a customized investment approach to help you pursue your goals. The institution also offers access to investment insights, tips, and strategies to help you achieve financial success. Whether you're planning for retirement, purchasing a home, or passing on your wealth to future generations, Merrill Lynch Financial Advisor James W Peller is dedicated to helping you navigate the complexities of your financial life and reach your goals.
707 E 80th Pl Suite 400, Merrillville, IN 46410, United States -
Merrill Lynch Financial Advisor John J Breckenridge
● ClosedMerrill Lynch Financial Advisor John J Breckenridge is a finance institution located at 707 East 80th Place, Merrillville, Indiana, United States. Our team of talented and experienced individuals is committed to building strong client relationships based on trust and personalized service. We work one-on-one with you to develop a personalized financial strategy designed to help you pursue your long-term goals. Whether you're planning for retirement, saving for a home, or funding a child's education, we will work with you to create a plan that reflects your unique needs and priorities. We believe in the power of understanding our clients personally, and we are dedicated to helping you achieve your financial goals. Our team has access to the investment insights of Merrill and banking solutions from Bank of America, allowing us to develop an approach that addresses your financial needs. Let us guide you towards financial success and help you navigate the complexities of your financial life.
707 E 80th Pl Suite 400, Merrillville, IN 46410, United States -
Merrill Lynch Financial Advisor Derek S Braggs
● ClosedMerrill 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.
707 E 80th Pl Suite 400, Merrillville, IN 46410, United States -
Merrill Lynch Financial Advisor Jorge Dominguez
● ClosedMerrill Lynch Financial Advisor Jorge Dominguez is a finance institution located at 707 East 80th Place, Merrillville, Indiana, United States. Jorge Dominguez, a Financial Advisor with over 15 years of experience, can assist you in building a personalized wealth management strategy to address your individual needs. He focuses on delivering a comprehensive approach to managing wealth, starting by listening and helping you make informed decisions as you develop your strategy. Jorge Dominguez follows the Merrill tradition of community service and volunteers with local organizations. He offers Merrill Personal Wealth Analysis™ to help build and document a personalized plan centered on your goals. Supported by the global resources of Merrill, Jorge's team is dedicated to building strong client relationships based on trust and personalized service.
707 E 80th Pl Suite 400, Merrillville, IN 46410, United States -
Donna Travis: Primerica - Financial Services
● OpenWelcome to Donna Travis: Primerica - Financial Services, your trusted partner in financial planning and insurance solutions located in the heart of Merrillville, Indiana. Situated at 7863 Broadway, our dedicated team is committed to helping individuals and families achieve their financial goals and secure their future with confidence. At Donna Travis: Primerica, we offer a comprehensive range of financial services tailored to meet the unique needs of our clients. Our expertise spans across financial planning, investment strategies, and life insurance solutions, ensuring that you receive personalized guidance every step of the way. Whether you're planning for retirement, saving for your child's education, or seeking to protect your family's financial well-being, our knowledgeable advisors are here to assist you.
7863 Broadway, Merrillville, Indiana 46410, United States -
Connie Witmer: Primerica - Financial Services
● OpenWelcome to Connie Witmer: Primerica - Financial Services, your trusted partner in financial planning and insurance solutions located in the heart of Merrillville, Indiana. Situated at 7863 Broadway, our office is dedicated to helping individuals and families achieve their financial goals through personalized and comprehensive financial services. As a part of Primerica, a leading name in the financial services industry, we specialize in offering expert advice and tailored solutions in areas such as life insurance, investment strategies, retirement planning, and debt management. Our mission is to empower our clients with the knowledge and tools they need to make informed financial decisions.
7863 Broadway, Merrillville, Indiana 46410, United States -
Complete Asset Protection Services
● ClosedComplete Asset Protection Services is a leading institution located at 7726 West Taft Street in Merrillville, Indiana, United States. We specialize in providing comprehensive asset protection solutions to individuals and businesses to safeguard their wealth and investments. Our team of experienced professionals offers a range of services including estate planning, trust formation, asset allocation, and risk management strategies. With a focus on personalized attention and tailored solutions, we strive to help our clients achieve their financial goals and protect their assets for future generations. Trust Complete Asset Protection Services to secure your wealth and provide peace of mind for the future.
7726 W Taft St, Merrillville, IN 46410, United States -
Arshad, Pangere & Warring, LLP
● ClosedArshad, Pangere & Warring, LLP is a reputable law firm located at 7899 West Taft Street in Merrillville, Indiana, United States. Specializing in various legal areas, including criminal defense, family law, estate planning, immigration, and personal injury, the firm is dedicated to providing high-quality legal representation to clients in Northwest Indiana. When facing criminal charges, it is crucial to have an experienced criminal lawyer by your side to protect your rights and reputation. The firm also offers compassionate legal assistance for families dealing with challenging legal issues, as well as estate planning and elder law services to help clients prepare for the future.
7899 W Taft St, Merrillville, IN 46410, United States -
Gouveia & Associates
● ClosedGouveia & Associates is a reputable finance and law firm located at 433 West 84th Drive in Merrillville, Indiana, United States. Our team of experienced professionals is dedicated to providing top-notch financial and legal services to our clients. Whether you need assistance with financial planning, investment strategies, or legal representation, Gouveia & Associates is here to help. Contact us today to schedule a consultation and see how we can assist you with your financial and legal needs.
433 W 84th Dr, Merrillville, IN 46410, United States -
SouthShore Region Mortgage
● ClosedSouthShore Region Mortgage, located at 9111 Broadway in Merrillville, Indiana, is a finance and real estate agency dedicated to helping individuals secure the best mortgage options for their home purchase or refinance needs. Our experienced team of loan officers is ready to assist you in finding the most affordable rates and terms to make your dream home a reality. With fast funding options and a streamlined online application process, we make getting a mortgage easier than ever before. Take advantage of our rate comparisons to ensure you are getting the best possible plan for your home ownership strategy. Whether you are looking to secure a home purchase loan or take advantage of your home's equity with a cash-out refinance, SouthShore Region Mortgage is here to help. Don't waste time and money - get your FREE customized quote today and start making your homeownership dreams a reality.
9111 Broadway suite h, Merrillville, IN 46410, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 707 East 80th Place in Merrillville, Indiana, is a finance institution dedicated to helping individuals, families, business owners, executives, and institutions navigate the complexities of wealth planning in both stable and volatile markets. With a team of experienced advisors, the institution offers personalized financial strategies tailored to meet each client's unique goals and challenges. Services include retirement income planning, guidance on investments, estate planning, and more. The branch is committed to giving back to the community through volunteerism and charitable outreach. Clients have access to industry-skilled advisors supported by Merrill's wealth planning platform and global resources. Whether you are just starting out or looking to expand your career in finance, Merrill Lynch Wealth Management provides the training, mentorship, and technology needed for success. With a focus on individualized investment approaches and wealth management advice, Merrill is dedicated to helping clients pursue their financial goals and navigate life's challenges.
707 E 80th Pl Suite 400, Merrillville, IN 46410, United States -
BKD LLP
● OpenBKD LLP is a leading accounting and finance institution located at 8001 Broadway in Merrillville, Indiana, United States. As a member of the unique Top 10 Global Network created in partnership with FORVIS and Mazars, BKD LLP is dedicated to helping clients prepare for what's next and stay ahead of industry trends. From providing the highest level of assurance to staying up-to-date with the latest changes in tax regulations, BKD LLP offers integrated solutions tailored to clients of all sizes and industries. With experienced insight and a forward-thinking approach, BKD LLP is committed to helping clients move with momentum and achieve their financial goals.
8001 Broadway # 400, Merrillville, IN 46410, United States -
TRW Industries LLC
● ClosedTRW Industries LLC, located at 109 West 86th Avenue in Merrillville, Indiana, is a leading provider of expert real estate consulting services in the Northwest Indiana market. Our team of consultants has years of experience and in-depth knowledge of the local market, helping clients buy, sell, and invest in properties with success. We offer full-service real estate solutions, including education, mentorship, buying, selling, leasing, and property management services. Our innovative marketing strategies ensure that your business and property receive the exposure they deserve in a competitive market.
109 W 86th Ave Ste. C, Merrillville, IN 46410, United States -
Kim Fry - State Farm Insurance Agent
● ClosedWelcome to Kim Fry - State Farm Insurance Agent, your trusted partner in safeguarding your financial future. Located at 3730 West 80th Lane, Merrillville, Indiana, our office is conveniently situated on the northeast corner of Whitcomb and Rt 30, nestled between Kali Beauty Supply and Aladdin Pita. As a second-generation agent with over 20 years of experience, I am deeply passionate about providing exceptional service and personalized care to my customers. My commitment to you is evident in the comprehensive guidance I offer on life, home, and auto insurance policies. Our mission extends beyond just protection; we aim to empower you to plan for the unexpected and pursue your dreams with confidence.
3730 West 80th Lane, Merrillville, Indiana 46410, United States -
Dominic Candeloro - State Farm Insurance Agent
● ClosedWelcome to Dominic Candeloro's State Farm Insurance Agency, located in the heart of Crown Point, Indiana. We are dedicated to serving the insurance needs of the families and businesses in our community. Our agency offers a comprehensive range of insurance products, including individual, family, and business insurance policies, to help protect you from life's uncertainties. Our team of experienced and friendly insurance professionals are proud residents of Lake County, and we are committed to providing personalized service to our diverse clientele. Whether you're looking for auto, homeowners, life, or renters insurance, we have options tailored to fit your unique needs. As the largest auto insurance provider in the U.S., State Farm offers competitive rates and the opportunity to save by bundling auto and home policies.
81 West 112th Avenue, Crown Point, Indiana 46307, United States
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