TOP 10 Best Individual investment planning in Portage, Indiana

Welcome to Danny DiTola - State Farm Insurance Agent, your trusted local insurance agency located at 2449 45th Street, Highland, Indiana. Since 2009, we have proudly served the communities of Indiana, Michigan, and Illinois, building strong relationships with residents and local businesses alike. Our mission is to help you design personalized insurance and financial service plans that protect you from the unexpected and secure your future goals. We specialize in a wide range of insurance products, including auto, home, life, renters, and small business insurance. Our dedicated team is here to provide comprehensive conversations to ensure you receive the protection you and your family need. Whether you're new to Northwest Indiana or seeking a fresh perspective on your insurance needs, we're committed to helping you uncover areas of concern and achieve your goals.

Welcome to LeLaren Fence Company, your premier destination for quality fencing solutions in Valparaiso, Indiana, and the entire Northern Indiana region since 2020. Located at 261 Eagle Ridge Drive, Valparaiso, Indiana 46385, we are a trusted general contractor specializing in new fence installation, fence repair, and gate repair services. Our commitment to exceptional customer service and superior quality workmanship ensures that your project is expertly managed from start to finish. At LeLaren Fence, we offer a comprehensive range of fencing options to meet the needs of both residential and commercial properties. Whether you’re looking for aluminum, chain link, ornamental steel, vinyl, or wood fences, our experienced fence technicians have the industry knowledge and expertise to deliver the perfect solution for your property. From enhancing curb appeal and providing privacy at home to securing commercial spaces, we provide durable, professional-grade fencing materials installed with precision.

H&R Block is a renowned accounting and finance institution located at 1349 Portage Avenue in South Bend, Indiana, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. 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 assistance to help you achieve your financial goals.

Centier Bank, located at 3220 Willowcreek Road in Portage, Indiana, is your go-to destination for all your banking and financial needs. As your trusted local bank, we are dedicated to providing you with top-notch financial guidance to help you achieve a better tomorrow. Our team understands the individual needs of each customer and is committed to assisting you in reaching your personal, small business, and commercial financial objectives at every stage of your life. Whether you are looking to open your first bank account, plan for retirement, start a business, or finance a major project, our experienced team is here to support you every step of the way. We take pride in our personalized approach and offer a wide range of products and services, including personal checking and savings accounts, personal and home loans, mortgages, small business loans, and large commercial lending solutions. Visit our Portage branch today and let our local financial experts get to know you and your unique needs as we work together to build a secure financial future. We also have another branch at the local Strack Van Tils for your convenience. Please call ahead for any products or services listed with an "*" to ensure availability. Experience banking excellence at Centier in Portage today!

Edward Jones - Financial Advisor: Jamie Lewis, AAMS™ is a trusted financial institution located at 3190 Willowcreek Road in Portage, Indiana, United States. Jamie Lewis, an Accredited Asset Management Specialist, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jamie Lewis, AAMS™ is dedicated to providing top-notch financial services to individuals, families, and businesses in the Portage area.

Welcome to Nick Ollearis - State Farm Insurance Agent, your trusted partner in safeguarding what matters most to you. Conveniently located at 3173 Willowcreek Road, Portage, Indiana 46368, our insurance agency is dedicated to providing personalized solutions for all your insurance needs. Whether you're looking for auto, home, life, or business insurance, we are here to help you navigate the complexities of insurance coverage with ease and confidence. At Nick Ollearis - State Farm, we understand the importance of protecting yourself and your loved ones from life's uncertainties. That's why we offer comprehensive insurance plans tailored to your unique circumstances. Our team is committed to delivering exceptional customer service, ensuring you have the right coverage for every stage of life.

Welcome to Centier Bank, located at 6046 Central Avenue, Portage, Indiana. As a leading ATM, bank, and finance provider, we are dedicated to being your trusted financial partner in Portage, offering comprehensive financial solutions for both individuals and businesses. At Centier Bank, we believe in enriching lives through expert financial guidance, ensuring a brighter tomorrow for you and your community. Our commitment to exceptional service distinguishes us from other financial institutions. We specialize in a variety of personal and business banking services, including individual checking and savings accounts, personal loans, home loans, mortgages, small business loans, and a range of commercial lending solutions to meet your needs. Whether you prefer convenient online banking or personalized financial options, Centier Bank has you covered.

Members Advantage Credit Union is a trusted financial institution located at 6170 U.S. 6 in Portage, Indiana, United States. As a credit union, we prioritize our members' financial well-being and offer a wide range of products and services to help them achieve their financial goals. From savings and checking accounts to loans and investment options, we are dedicated to providing personalized and attentive service to our members. Join us today and experience the advantage of being a part of our credit union community.

Welcome to 1st Source Bank, your trusted financial partner located at 3395 Willowcreek Road, Portage, Indiana. As a full-service bank, we are committed to providing exceptional banking solutions to meet your personal and business financial needs. Whether you're looking for convenient ATM services, personal banking, or comprehensive financial advice, our experienced team is here to assist you. At 1st Source Bank, we prioritize customer satisfaction and financial well-being, offering a wide range of services including checking and savings accounts, loans, mortgages, and investment opportunities. Visit us today and experience personalized banking solutions designed to help you achieve your financial goals.

Midwest Family Federal Credit Union is a trusted financial institution located at 2832 Willowcreek Road in Portage, Indiana, United States. As a member-owned credit union, we are dedicated to providing personalized financial services to our members. Our convenient location offers easy access to our ATM services, allowing you to manage your finances with ease. Whether you need assistance with loans, savings accounts, or other financial needs, our friendly staff is here to help. Join us at Midwest Family Federal Credit Union and experience the benefits of being a part of a community-focused financial institution.

Welcome to 1st Source Bank, your trusted partner in banking and financial services located at 6043 Central Avenue, Portage, Indiana. As a leading institution in the community, we are committed to providing exceptional financial solutions tailored to meet your unique needs. Whether you're looking to open a savings account, apply for a loan, or simply need a reliable ATM for your daily transactions, 1st Source Bank is here to assist you with a wide range of services. Our team of experienced professionals is dedicated to delivering personalized service and expert financial advice to help you achieve your financial goals. Visit us today and experience the difference of banking with a community-focused institution that values your trust and partnership.

Everwise Credit Union is a trusted financial institution located at 3915 Portage Avenue in South Bend, Indiana. As a credit union, we offer a range of financial services including ATM access for convenient banking on the go. Our dedicated team is committed to helping our members achieve their financial goals and providing personalized service. Whether you're looking to save, borrow, or invest, Everwise Credit Union is here to support you every step of the way. Join us today and experience the difference of banking with a credit union that truly cares about your financial well-being.

Welcome to State Farm Insurance, your trusted insurance agency located at 2684 Willowcreek Road, Portage, Indiana 46368. Since 1922, we have dedicated ourselves to protecting you and your loved ones with personalized insurance solutions and financial services. At State Farm, we understand that every individual has unique needs. That's why we offer the State Farm® Personal Price Plan®, allowing you to customize your protection while discovering ways to save. By bundling multiple State Farm insurance products such as homeowners, renters, condo, life, and vehicle insurance, you could save significantly, with potential savings of up to $1,273 annually.

Edward Jones - Financial Advisor: Jason D Mitchell is a trusted financial institution located at 6513 Central Avenue in Portage, Indiana, United States. Specializing in finance, Jason D Mitchell offers expert advice and personalized financial solutions to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: Jason D Mitchell is dedicated to providing top-quality financial services to individuals and businesses in the Portage area. Contact us today to schedule a consultation and start planning for a secure financial future.

Edward Jones - Financial Advisor: Michael Scanlan, AAMS™|CRPS™ is a trusted financial institution located at 1605 Adler Circle in Portage, Indiana, United States. With a focus on providing personalized financial planning services, Michael Scanlan, a certified AAMS™|CRPS™ advisor, helps clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Michael Scanlan and his team at Edward Jones are dedicated to providing expert guidance and tailored solutions to meet your individual needs. Contact them today to start planning for a brighter financial future.

Edward Jones is a reputable finance institution located at 3147 Willowcreek Road in Portage, Indiana, United States. Known for its personalized approach to financial planning, Edward Jones offers a wide range of services including investment advice, retirement planning, and wealth management. With a team of experienced financial advisors, Edward Jones is dedicated to helping individuals and families achieve their financial goals and secure their future. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones is committed to providing tailored solutions to meet your needs. Visit us at our Portage location to start planning for a brighter financial future today.

Welcome to Next Level Financial Solutions, your trusted partner in navigating the complex world of finance. Conveniently located at 2943 Carmel Street, Portage, Indiana, we are dedicated to providing personalized financial services to individuals and businesses in our community. Our team of experienced professionals is committed to helping you achieve your financial goals through tailored solutions that meet your unique needs. At Next Level Financial Solutions, we offer a comprehensive range of services, including financial planning, investment management, retirement planning, tax strategies, and more. We take pride in our client-centered approach, ensuring that each plan is customized to align with your current situation and future aspirations.