Independent financial advisor in Michigan City, Indiana
18 results found
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Merrill Lynch Financial Advisor William E Simon
● ClosedMerrill 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.
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Merrill Lynch Financial Advisor Matt M Kahn
● ClosedMerrill Lynch Financial Advisor Matt M Kahn is a reputable finance institution located at 100 North Michigan Street in South Bend, Indiana, United States. With a focus on providing expert financial advice and services, clients can trust in the knowledge and experience of Matt M Kahn to help them navigate their financial goals and investments. The institution offers personalized financial planning, investment management, retirement planning, and more to help clients achieve their financial objectives. With a commitment to excellence and integrity, Merrill Lynch Financial Advisor Matt M Kahn is a trusted partner in financial success.
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Edward Jones - Financial Advisor: Tim Gartland, AAMS™
● ClosedEdward 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.
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Edward Jones - Financial Advisor: Michael R Kopec
● ClosedEdward 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.
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Edward Jones - Financial Advisor: Jonathan E Salisbury, AAMS™
● ClosedEdward Jones - Financial Advisor: Jonathan E Salisbury, AAMS™ is a reputable finance institution located at 717 Michigan Avenue in La Porte, Indiana, United States. With a focus on providing personalized financial advice and services, Jonathan E Salisbury, AAMS™ helps clients navigate the complexities of investing, retirement planning, and wealth management. With a commitment to building long-term relationships based on trust and integrity, clients can rely on Edward Jones for expert guidance in achieving their financial goals.
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Edward Jones - Financial Advisor: ManDee Alevizos, AAMS™|CRPC™
● ClosedEdward 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.
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Edward Jones - Financial Advisor: Michael W Morgan
● ClosedEdward 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.
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Nicholas Raymond Powers - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedNicholas Raymond Powers is a trusted financial advisor at Ameriprise Financial Services, LLC located at 3340 Hickory Road in Mishawaka, Indiana. With years of experience and expertise in the finance industry, Nicholas is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you need assistance with retirement planning, investment strategies, or wealth management, Nicholas is committed to providing personalized and comprehensive financial guidance. Contact Nicholas Raymond Powers at Ameriprise Financial Services, LLC for expert financial advice and support.
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Engage Financial Group
● ClosedEngage 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.
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Merrill Lynch Financial Advisor Jim T Ruthrauff
● ClosedMerrill Lynch Financial Advisor Jim T Ruthrauff is a finance institution located at 100 North Michigan Street, South Bend, Indiana, United States. Our mission is to understand you and what matters most to you, so we can help you design and implement a personalized plan to pursue your financial goals while managing investment risk. We focus on potential solutions that can turn your goals into reality, whether it's planning for future healthcare expenses, college, business transactions, or passing wealth to future generations. With access to investment insights from Merrill and banking solutions from Bank of America, we work with you to develop an approach that addresses your financial needs. Our team is committed to building strong client relationships based on trust and personalized service. We have received recognition from financial industry publications and Bank of America for our exemplary client service. Let's work together to help you achieve your financial goals.
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Connie Patricks - State Farm Insurance Agent
● ClosedConnie Patricks - State Farm Insurance Agent is an insurance agency located at 2103 Franklin Street in Michigan City, Indiana. They are licensed in all areas of insurance in Indiana, Illinois, and Michigan, offering services such as car insurance, home insurance, life insurance, and health insurance. They are also able to help with second/seasonal homes and out of state transfers from Illinois. The agency is a 6x Ambassador Club Qualifier and offers free quotes on various insurance policies. They also provide information on topics such as the duties of a will Executor, the dangers of drunk driving, and factors to consider before adopting a new pet. Their vision is to prioritize the interests of State Farm customers and manage the risks of everyday life in a caring and professional manner. For more information, customers can call their office or visit their website. Please note that sensitive personal information should not be included in communications. State Farm VP Management Corp. distributes securities and offers a Customer Relationship Summary. Various insurance and deposit products are offered by U.S. Bank National Association. Pre-existing conditions may affect pet insurance policies. State Farm is not responsible for third party sites or products. Customers should consult a tax or legal advisor for personalized advice.
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Indiana Farm Bureau Insurance - Matt Shula Agency
● ClosedThe Indiana Farm Bureau Insurance - Matt Shula Agency is a trusted insurance agency located at 107 West Coolspring Avenue in Michigan City, Indiana. Specializing in providing comprehensive insurance coverage for individuals and businesses, the agency is dedicated to helping clients protect what matters most to them. With a focus on personalized service and tailored insurance solutions, the Indiana Farm Bureau Insurance - Matt Shula Agency is committed to helping clients navigate the complexities of the insurance industry with confidence and peace of mind. Contact them today to learn more about their wide range of insurance products and services.
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Ana Gutierrez - State Farm Insurance Agent
● ClosedAna Gutierrez - State Farm Insurance Agent is an insurance agency located at 6073 Central Avenue in Portage, Indiana, United States. With 20 years of experience with State Farm, Ana Gutierrez is dedicated to serving the residents of Portage and the surrounding areas of northwest Indiana, as well as the entire Chicagoland Area. The agency is licensed in Indiana, Illinois, and Michigan, offering a range of insurance services including homeowners, renters, auto, life, and business insurance, as well as financial services. Ana Gutierrez and her team are fluent in both English and Spanish, welcoming customers from diverse backgrounds. They prioritize personalized, caring service and strive to build meaningful relationships with each customer. Whether you are in need of insurance coverage or financial planning, the team is ready to assist you in preparing for the unexpected.
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Bradley Management LLC
● ClosedBradley Management LLC is a reputable institution located at 2205 South Michigan Street in South Bend, Indiana. As a leading management company, we specialize in providing top-notch property management services to our clients. Our experienced team is dedicated to ensuring the success and profitability of your real estate investments. With a focus on delivering exceptional customer service and maximizing property value, Bradley Management LLC is the go-to choice for property owners in the South Bend area. Contact us today to learn more about how we can help you achieve your property management goals.
2205 S Michigan St, South Bend, IN 46613, United StatesAdvertisements -
OSBORN Wealth Management
● OpenOSBORN Wealth Management is a finance institution located at 912 Michigan Avenue in La Porte, Indiana, United States. With a focus on providing personalized financial planning and investment management services, OSBORN Wealth Management is dedicated to helping clients achieve their financial goals and secure their financial futures. Their team of experienced professionals offer expert guidance and customized solutions to help clients navigate the complexities of the financial world with confidence and peace of mind. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, OSBORN Wealth Management is committed to providing you with the highest level of service and expertise.
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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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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 StatesAdvertisements -
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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