TOP 30 Individual financial planning in Michigan City, Indiana

72 results found

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.

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.

Merrill Lynch Financial Advisor Christopher J Adams is a reputable financial institution located at 100 North Michigan Street in South Bend, Indiana, United States. As a finance institution, they provide expert financial advice and services to help individuals and businesses achieve their financial goals. Christopher J Adams and his team are dedicated professionals who offer personalized financial planning, investment management, and wealth management solutions tailored to each client's unique needs. With a focus on building long-term relationships based on trust and integrity, Merrill Lynch Financial Advisor Christopher J Adams is committed to helping clients secure their financial future.

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.

Edward Jones - Financial Advisor: Kayla M Buckmaster is a trusted financial institution located at 411 North Franklin in Michigan City, Indiana, United States. Specializing in finance, Kayla M Buckmaster offers personalized financial advice and services to help clients achieve their financial goals. With a strong commitment to integrity and professionalism, Edward Jones - Financial Advisor: Kayla M Buckmaster is dedicated to providing top-notch financial guidance and support to individuals and families in the Michigan City area.

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.

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.

Edward Jones - Financial Advisor: Todd Clady is a reputable finance institution located at 1226 South Michigan Street in Plymouth, Indiana, United States. As a trusted financial advisor, Todd Clady provides 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: Todd Clady is committed to helping individuals and families secure their financial futures.

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.

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.

Health Markets is an insurance agency located at 1703 1/2 Franklin Street in Michigan City, Indiana. We specialize in providing a wide range of health insurance options to meet the needs of individuals and families. Our experienced agents are dedicated to helping you find the best coverage at the most affordable rates. Whether you are looking for health, dental, vision, or Medicare insurance, we are here to assist you in navigating the complex world of insurance. Contact us today to schedule a consultation and let us help you protect your health and financial well-being.

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.

The 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.

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.

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.

Dolson Insurance Agency Inc. is a reputable insurance agency located at 124 South Woodland Court in Michigan City, Indiana, United States. With a commitment to providing top-notch insurance products and services, our knowledgeable agents are dedicated to helping clients find the best coverage options to meet their individual needs. Whether you are looking for auto, home, life, or business insurance, Dolson Insurance Agency Inc. is here to assist you every step of the way. Contact us today to learn more about our comprehensive insurance solutions.

Indiana Legal Services is a legal aid organization located in Michigan City, Indiana. Our team of dedicated lawyers provides free legal assistance to low-income individuals and families in need. Whether you are facing an eviction, dealing with a family law issue, or seeking help with a consumer rights matter, our experienced attorneys are here to help. We are committed to ensuring that all members of our community have access to justice, regardless of their financial circumstances. Visit us at 105 Jefferson Street to learn more about how Indiana Legal Services can assist you with your legal needs.

Mariner Finance is a financial institution located at 1908 U.S. 20 in Michigan City, Indiana. As a finance company, Mariner Finance offers a range of financial services to help individuals and businesses manage their money effectively. Whether you need a personal loan, debt consolidation, or assistance with budgeting, Mariner Finance is dedicated to providing personalized solutions to meet your financial needs. With a team of experienced professionals, Mariner Finance is committed to helping clients achieve their financial goals and secure a stable financial future. Visit us today to learn more about how we can help you navigate the world of finance.

Flores Tax Service is a trusted accounting and finance institution located at 731 Washington Street in Michigan City, Indiana, United States. With years of experience in the industry, our team of professionals is dedicated to providing top-notch tax services to individuals and businesses alike. From tax preparation to financial planning, we are committed to helping our clients navigate the complex world of taxes and finances with ease. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

ITS US TAX, LLC is a reputable accounting and finance institution located at 210 Lincoln Avenue in Michigan City, Indiana, United States. Our team of experienced professionals is dedicated to providing expert tax services to individuals and businesses alike. Whether you need assistance with tax preparation, planning, or IRS representation, we are here to help. Trust ITS US TAX, LLC to handle all of your financial needs with precision and care.

Fifth Third Bank & ATM is a full-service financial institution located at 2604 Franklin Street in Michigan City, Indiana, United States. This bank offers a wide range of banking services, including checking and savings accounts, loans, mortgages, and investment options. Customers can also conveniently access their accounts and perform transactions at the on-site ATM. With a commitment to providing excellent customer service and innovative financial solutions, Fifth Third Bank is a trusted partner for individuals and businesses seeking to manage their finances effectively.

Espar Marc CPA is a reputable accounting and finance institution located at 1401 South Woodland Avenue in Michigan City, Indiana, United States. With a team of experienced and knowledgeable Certified Public Accountants, they offer a wide range of services to individuals and businesses. From tax preparation and planning to financial consulting and auditing, Espar Marc CPA is dedicated to providing top-notch financial solutions tailored to meet their clients' needs. Trustworthy, reliable, and professional, Espar Marc CPA is the go-to institution for all your accounting and finance needs in Michigan City.

AFS Co is a reputable accounting and finance institution located at 216 Taylor Street in Michigan City, Indiana, United States. With a team of experienced professionals, AFS Co provides a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, AFS Co is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you with your accounting and finance needs.

Daniels CPA Group P.C. is a reputable accounting and finance institution located at 330 Commerce Square in Michigan City, Indiana, United States. With a team of experienced and knowledgeable professionals, we provide a wide range of accounting and financial services to individuals and businesses in the area. Our commitment to excellence and personalized approach sets us apart from the rest. Whether you need help with tax preparation, bookkeeping, or financial planning, Daniels CPA Group P.C. is here to assist you every step of the way. Contact us today to learn more about how we can help you achieve your financial goals.