Investment management firms in Indiana

Guidance Wealth is a leading finance institution located at 3140 Windsor Court in Elkhart, Indiana, United States. Our team of experienced financial advisors is dedicated to providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Guidance Wealth is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.

Crowe LLP is a leading accounting and finance institution located at 307 South Main Street in Elkhart, Indiana, United States. With a strong reputation for providing high-quality services, Crowe LLP offers a wide range of financial and accounting solutions to clients across various industries. Their team of experienced professionals is dedicated to helping businesses achieve their financial goals and navigate complex financial challenges. Whether you need assistance with tax planning, auditing, or financial consulting, Crowe LLP is committed to providing personalized and efficient services to meet your specific needs.

Cornerstone Financial Solutions is a leading accounting and finance institution located at 104 South Main Street in Goshen, Indiana, United States. Our dedicated team of professionals provides a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and investment management. With years of experience and a commitment to excellence, we strive to be the cornerstone of our clients' financial success. Contact us today to learn more about how we can help you achieve your financial goals.

H&R Block is a renowned accounting and finance institution located at 1916 Elkhart Road in Goshen, Indiana, United States. With a strong reputation for providing professional tax preparation services and financial advice, H&R Block is a trusted partner for individuals and businesses looking to manage their finances effectively. Their team of experienced professionals are dedicated to helping clients navigate complex tax laws and maximize their financial resources. Whether you need assistance with tax filing, financial planning, or investment strategies, H&R Block is committed to delivering personalized solutions tailored to your specific needs. Visit their office in Goshen today to experience top-notch accounting and finance services.

Edward 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.

Embassy Wealth Advisors - Ameriprise Financial Services, LLC is a leading financial institution located at 1496 Pope Court in Chesterton, Indiana. Specializing in wealth management and financial planning, our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to build wealth, plan for retirement, or protect your assets, our comprehensive range of services can help you navigate the complexities of the financial world with confidence. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Melissa Eikens is a Financial Advisor at Ameriprise Financial Services, LLC located at 800 East Jefferson Boulevard, South Bend, Indiana, United States. Melissa holds various 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®. Melissa provides comprehensive financial planning services to individuals and businesses, specializing in asset management, retirement planning, estate planning, tax planning, risk management, and investment strategies. With expertise in various areas of financial planning, Melissa is dedicated to helping clients achieve their financial goals and secure their financial future.

McCourt & Associates - Ameriprise Financial Services, LLC is a finance institution located at 3340 Hickory Road, Mishawaka, Indiana, United States. They have been recognized as the Ameriprise Client Experience Award Recipient for 2023. The institution focuses on understanding the individual goals and risk tolerance of their clients to provide personalized investment, asset allocation, and portfolio recommendations. They offer regular progress reviews, updates to financial strategies as life changes, and secure online access to track investments and goals. The team at McCourt & Associates is dedicated to providing a great client experience every day. They offer complimentary initial consultations to help clients get started on their financial planning journey. The institution is a member of FINRA and SIPC, and users of their website agree to abide by their rules and regulations. They prioritize privacy and security for their clients and are committed to helping friends and family members achieve their financial goals.

Miles Bill CFP is a reputable accounting and finance institution located at 14515 Indiana 23 in Granger, Indiana, United States. With a team of experienced professionals, they provide expert financial planning and advisory services to individuals and businesses. Whether you need help with tax preparation, investment management, retirement planning, or any other financial matter, Miles Bill CFP is dedicated to helping you achieve your financial goals. Trustworthy and reliable, they are committed to providing top-notch service to their clients.

Raymond Byers - UBS Financial Services Inc. is a finance institution located at 4330 Edison Lakes Parkway in Mishawaka, Indiana, United States. With a strong reputation for providing top-notch financial services, Raymond Byers - UBS Financial Services Inc. offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. The experienced team at this institution is dedicated to delivering personalized advice and guidance to assist clients in making informed financial decisions. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Raymond Byers - UBS Financial Services Inc. is committed to helping you secure a prosperous financial future.

Brian Balint - Raymond James is a finance institution located at 4100 Edison Lakes Parkway in Mishawaka, Indiana, United States. As a branch of Raymond James, a leading financial services firm, Brian Balint offers a wide range of investment and wealth management services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized advice and strategies tailored to each client's unique needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Brian Balint - Raymond James can help guide you towards a secure financial future.

Raymond James Financial Services is a finance institution located at 3625 Park Place West in Mishawaka, Indiana, United States. They provide a wide range of financial services including wealth management, investment advisory, retirement planning, and more. With a team of experienced financial advisors, Raymond James Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. Their personalized approach and commitment to excellence make them a trusted partner for individuals and businesses seeking expert financial guidance.

Preferred Financial Group, Inc. is a reputable accounting and finance institution located at 1251 North Eddy Street in South Bend, Indiana, United States. They offer a wide range of financial services to assist individuals and businesses with their financial needs. Additionally, clients can access a variety of helpful calculators on their website to assist with financial planning. The institution also offers securities through American Portfolios Financial Services, Inc., ensuring that clients have access to a diverse range of investment options. It is important to note that American Portfolios Financial Services, Inc. and American Portfolios Advisors, Inc. are not affiliated with any other business entities mentioned. Clients can trust in the expertise and professionalism of Preferred Financial Group, Inc. and can check the background of their investment professionals for added peace of mind.

Wells Fargo Advisors is a financial institution located at 4101 Edison Lakes Parkway in Mishawaka, Indiana, United States. As a leading provider of wealth management services, Wells Fargo Advisors offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors is committed to providing personalized advice and guidance to help clients navigate the complexities of the financial markets. Whether you are planning for retirement, saving for college, or investing for the future, Wells Fargo Advisors can help you make informed decisions and build a solid financial foundation.

UBS Financial Services Inc. is a leading finance institution located at 4330 Edison Lakes Parkway, Mishawaka, Indiana, United States. At UBS, we believe in optimizing tech exposure, seeking durable income, and diversifying across asset classes, regions, and sectors. Our commitment is to understand what wealth means for you, as it means something different to all of us. We excel in delivering the expertise needed to turn your financial vision into a reality, providing finely crafted financial advice tailored to your individual needs. Our current thinking keeps you ahead of the curve, with insights on the implications of potential elections and the direction of US taxes. We offer wealth strategies that support you in every stage of life, helping you pursue your financial goals today, tomorrow, and for generations to come. Our focus is on understanding the markets, economy, trends, and investor mindset to help you turn your possibilities into a plan. For prominent individuals and families, we connect you to experts, insights, and thought leaders to help you achieve success. We offer solutions for companies looking to attract and retain key talent, as well as topics to help executives excel and advance in the family office industry. Our approach, UBS Wealth Way, incorporates Liquidity, Longevity, and Legacy strategies to assist clients in exploring and pursuing their wealth management needs and goals. As a firm providing wealth management services, we offer investment advisory services and brokerage services, each governed by different laws and arrangements. It is important to understand how we conduct business and carefully read the agreements and disclosures provided. Wealth management services in the United States are provided by UBS Financial Services Inc., a registered investment advisor and broker-dealer. We offer a range of products and services to help you achieve what's important to you.

Clayton Pyfer - Morgan Stanley is a finance institution located at 4100 Edison Lakes Parkway in Mishawaka, Indiana, United States. As a branch of the prestigious Morgan Stanley financial services firm, Clayton Pyfer offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced financial advisors, they provide personalized investment strategies, wealth management, retirement planning, and more. Their commitment to excellence and integrity has earned them a reputation as a trusted partner in helping clients achieve their financial goals.

Edward Jones - Financial Advisor: Nate Stemm, AAMS™ is a finance institution located at 1514 East Bristol Street in Elkhart, Indiana, United States. As a trusted financial advisor, Nate Stemm, AAMS™ provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Nate Stemm helps clients navigate the complexities of investing and retirement planning. Whether you are looking to grow your wealth, plan for retirement, or save for your children's education, Nate Stemm is dedicated to helping you make informed financial decisions. Contact Nate Stemm today to schedule a consultation and take the first step towards a secure financial future.

Edward Jones - Financial Advisor: Tommy Morelock is a reputable finance institution located at 1759 East Bristol Street in Elkhart, Indiana, United States. As a trusted financial advisor, Tommy Morelock provides personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and delivering tailored solutions, Edward Jones - Financial Advisor: Tommy Morelock is committed to helping individuals and families secure their financial future. Visit their office today to start planning for tomorrow.

Edward Jones - Financial Advisor: Dan Craig, AAMS™ is a trusted finance institution located at 512 South Main Street in Elkhart, Indiana, United States. As a dedicated financial advisor, Dan Craig, AAMS™ 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: Dan Craig, AAMS™ strives to provide top-notch financial guidance and support to individuals and families in the Elkhart community.

United Capital Financial Advisors is a leading financial institution located at 300 Nibco Parkway in Elkhart, Indiana, United States. Specializing in finance, our team of expert advisors offers personalized financial planning and investment services to help individuals and businesses achieve their financial goals. With a commitment to providing tailored solutions and exceptional customer service, United Capital Financial Advisors is dedicated to helping clients secure their financial future.

Edward Jones - Financial Advisor: Brent W Bontrager is a trusted financial institution located at 1515 South Nappanee Street in Elkhart, Indiana, United States. As a dedicated financial advisor, Brent W Bontrager 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 is committed to helping individuals and families navigate the complexities of the financial world. Whether you are planning for retirement, saving for a child's education, or investing for the future, Edward Jones - Financial Advisor: Brent W Bontrager is here to help you every step of the way.

Edward Jones - Financial Advisor: Joseph B Baier, AAMS™ is a reputable financial institution located at 932 Parkway Avenue in Elkhart, Indiana, United States. Specializing in providing personalized financial advice and services, Joseph B Baier, AAMS™ is dedicated to helping clients achieve their financial goals and secure their financial future. With a strong focus on building long-term relationships with clients, this institution offers a wide range of financial products and services tailored to meet individual needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Edward Jones - Financial Advisor: Joseph B Baier, AAMS™ is committed to providing expert guidance and support every step of the way.

Edward Jones - Financial Advisor: Renee M Drake, AAMS™ is a reputable financial institution located at 118 South Main Street in Goshen, Indiana, United States. Specializing in finance, this institution offers expert advice and personalized financial services to help individuals achieve their financial goals. With Renee M Drake, AAMS™ leading the way, clients can trust in her expertise and experience to guide them towards financial success. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Renee M Drake, AAMS™ is dedicated to providing top-notch financial solutions tailored to your specific needs.

Edward Jones - Financial Advisor: Sheldon Q Shrock, AAMS™ is a trusted financial institution located at 120 North Harrison Street in Shipshewana, Indiana, United States. As a certified Accredited Asset Management Specialist, Sheldon Q Shrock provides personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of financial solutions including retirement planning, investment strategies, and wealth management. Visit us today to start planning for a secure financial future.

Block Advisors Office is a premier accounting and finance institution located at 301 West Lincoln Avenue in Goshen, Indiana, United States. Our team of expert advisors is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment strategies, our knowledgeable staff is here to assist you every step of the way. Trust Block Advisors Office to help you navigate the complex world of accounting and finance with ease and confidence.

Stephen Pierre & Associates, LLC is a trusted accounting and finance institution located at 107 South Detroit Street in LaGrange, Indiana, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, their expertise ensures that clients receive top-notch financial guidance and support. Whether you need help with bookkeeping, budgeting, or investment strategies, Stephen Pierre & Associates, LLC is dedicated to helping you achieve your financial goals.

H&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.

H&R Block is a reputable accounting and finance institution located at 332 North Bittersweet Road in Mishawaka, Indiana, United States. With a strong reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted resource for individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate complex financial matters and achieve their financial goals. Whether you need assistance with tax planning, bookkeeping, or investment strategies, H&R Block is committed to providing top-notch service and personalized solutions.

H&R Block is a trusted accounting and finance institution located at 125 West Fenn Street in LaGrange, Indiana, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to helping you achieve your financial goals with personalized solutions and expert advice. Visit us today to see how we can assist you with all your accounting and finance needs.

Travis Owen L is a reputable accounting and finance institution located at 604 California Street in La Porte, Indiana, United States. With a team of experienced professionals, Travis Owen L offers a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. Clients can expect personalized and efficient service to help them achieve their financial goals. Visit Travis Owen L today for expert advice and guidance on all your accounting and finance needs.