TOP 30 Investment portfolio management in South Bend, Indiana

18 results found

Central Management Realty is a multifaceted institution located at 3055 Edison Road in South Bend, Indiana. Specializing in finance, real estate, and travel services, our experienced team is dedicated to providing exceptional customer service and tailored solutions for all your needs. Whether you are looking to buy, sell, or rent property, manage your finances, or plan your next vacation, Central Management Realty is here to help. Contact us today to learn more about how we can assist you in achieving your goals.

The University of Notre Dame Investment Office is located at 1251 North Eddy Street in South Bend, Indiana, United States. As part of the prestigious University of Notre Dame, the Investment Office manages the university's endowment and investment portfolio. With a focus on maximizing returns and supporting the university's mission and goals, the Investment Office plays a crucial role in ensuring the financial stability and growth of the institution. Through strategic investment decisions and prudent financial management, the office helps support the academic, research, and community initiatives of the University of Notre Dame.

Kestrel Wealth Management LLC is a finance institution located at 105 East Jefferson Boulevard in South Bend, Indiana, United States. We specialize in providing tailored wealth management services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized financial advice and solutions to help individuals and businesses build and preserve their wealth. Contact us today to learn more about how we can help you secure your financial future.

Merrill 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.

Greg Hildebrand - TIAA Wealth Management Advisor is a finance institution located at 1251 North Eddy Street in South Bend, Indiana, United States. As a trusted advisor, Greg Hildebrand provides personalized wealth management services to help clients achieve their financial goals. With a focus on strategic planning and investment management, Greg Hildebrand offers expert guidance and support to individuals and families looking to secure their financial future. Contact Greg Hildebrand - TIAA Wealth Management Advisor today for comprehensive financial planning tailored to your unique needs.

Merrill Lynch is a renowned finance institution located at 100 North Michigan Street in South Bend, Indiana, United States. With a long history of providing top-notch financial services and investment advice, Merrill Lynch is a trusted name in the industry. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, save for retirement, or plan for your children's education, Merrill Lynch has the expertise and resources to help you make informed decisions and reach your financial objectives.

Edward Jones Financial Advisor is a reputable finance institution located at 315 West Ireland Road in South Bend, Indiana, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and sound financial planning. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, our advisors are here to provide expert guidance and support every step of the way. Trust Edward Jones Financial Advisor to help secure your financial future.

Edward Jones is a renowned financial institution located on Cleveland Road in South Bend, Indiana, United States. Specializing in personalized financial planning and investment services, Edward Jones is dedicated to helping individuals and families achieve their financial goals. With a team of experienced financial advisors, Edward Jones offers a wide range of services including retirement planning, wealth management, and investment advice tailored to each client's unique needs. Whether you are planning for the future or looking to grow your wealth, Edward Jones is committed to providing top-notch financial guidance and support.

Edward Jones - Financial Advisor: Gentiel T Buysse is a reputable financial institution located at 212 East Lasalle Avenue in South Bend, Indiana. As a trusted advisor, Gentiel T Buysse offers personalized financial services to help clients achieve their financial goals. With a focus on building long-term relationships, the institution provides expert advice on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth or secure your financial future, Edward Jones - Financial Advisor: Gentiel T Buysse is dedicated to helping you navigate the complexities of the financial world with confidence.

Douglas Gehrke - Financial Advisor, Ameriprise Financial Services, LLC, located at 511 East Colfax Avenue in South Bend, Indiana, offers a wide range of financial services and expertise. Douglas Gehrke holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his commitment to providing top-notch financial advice and management. Whether you need help with asset management, estate planning, retirement planning, or investment strategies, Douglas Gehrke has the knowledge and experience to assist you. Additionally, the institution offers specialized services for individuals in unique situations, such as domestic partners, seniors, and those going through a divorce. With a focus on ethics and continuous education, Douglas Gehrke ensures that clients receive the best possible financial guidance tailored to their specific needs.

Ben Finan, 1st Source Asset Advisors is a trusted financial institution located at 100 North Michigan Street in South Bend, Indiana, United States. Our team of experienced financial consultants specializes in creating personalized financial plans that cater to each client's unique goals and circumstances. From rollover services to retirement planning, education planning, and risk management, we offer a wide range of services to help you achieve your financial objectives. Our client-centric process involves a comprehensive three-step planning approach that includes understanding your needs, developing customized strategies, and implementing your personalized plan. We provide ongoing communication and monitoring to ensure that your portfolio stays on track towards your financial goals.

Billie Treber, 1st Source Asset Advisors is a financial institution located at 100 North Michigan Street, South Bend, Indiana, United States. The financial consultants at 1st Source Asset Advisors specialize in creating personalized financial plans that cater to the unique goals and circumstances of each client. Services offered include Rollover Services, Traditional & Roth IRAs, Mutual Funds, Stocks & Bonds, Retirement Planning, Education Planning, Long Term Care Insurance, Risk Management, Automated Investing, and Guided Wealth Portfolios. The institution follows a client-centric process involving a comprehensive three-step planning approach to identify needs, implement strategies, and monitor progress. The experienced financial consultants at Billie Treber, 1st Source Asset Advisors strive to simplify their clients' financial lives and provide personalized care.

Edward Jones - Financial Advisor: Eric B Ytterberg, CFP®|AAMS™|CRPC™ is a reputable financial institution located at 16285 Indiana 23, South Bend, Indiana, United States. With a team of highly qualified professionals, including Eric B Ytterberg who holds certifications as a Certified Financial Planner (CFP®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™), the institution offers expert financial advice and planning services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Edward Jones is dedicated to providing personalized solutions tailored to your individual needs. Visit them today to start securing your financial future.

Edward Jones - Financial Advisor: Jerry Madsen, ABFP™ is a reputable financial institution located at 54520 Northern Avenue in South Bend, Indiana, United States. Specializing in finance, Jerry Madsen is a certified Accredited Behavioral Financial Professional™ who provides expert guidance and personalized financial solutions to help clients achieve their long-term financial goals. With a focus on building lasting relationships and delivering top-notch customer service, Edward Jones - Financial Advisor: Jerry Madsen, ABFP™ is dedicated to helping individuals and families secure their financial future.

Courtenay Lavigne - TIAA Financial Consultant is a finance institution located at 1251 North Eddy Street in South Bend, Indiana, United States. As a dedicated TIAA Financial Consultant, Courtenay Lavigne offers expert financial advice and guidance to help individuals and families achieve their financial goals. With a strong focus on personalized service and tailored financial solutions, clients can trust Courtenay Lavigne to provide sound financial planning and investment strategies. Whether you are planning for retirement, saving for college, or building wealth, Courtenay Lavigne is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Smith & Associates - Ameriprise Financial Services, LLC is a finance institution located at 205 West Jefferson Boulevard in South Bend, Indiana, United States. If you have any questions or would like to schedule a complimentary initial consultation, please get in touch. The financial advisors at Ameriprise are registered to do business in certain U.S. states and can provide personalized advice to help you reach your financial goals. The institution offers an overview of financial planning concepts during the initial consultation, although written analysis and recommendations are not provided. Ameriprise Financial cannot guarantee future financial results. Clients can find background and qualification information on FINRA's BrokerCheck website. The institution also offers insights into stock market trends and the current bull market rally. Users of the website are bound by the terms of Ameriprise Financial Website Rules and Regulations. Privacy and security are a top priority, with resources available on the website to protect against email fraud. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Referrals are appreciated, and the institution will reach out to help friends or family members achieve their financial goals. Feel free to inform your referral that they will be contacted soon.

Year Round Financial Services is a reputable finance institution located at 3702 West Sample Street in South Bend, Indiana, United States. We offer a wide range of financial services to meet the needs of individuals and businesses throughout the year. Our team of experienced professionals is dedicated to providing personalized and expert advice to help you achieve your financial goals. Whether you need help with budgeting, investing, tax planning, or retirement planning, we are here to assist you every step of the way. Visit us today to learn more about how Year Round Financial Services can help you secure your financial future.

Nikki Ross - Old National Bank is a financial institution located at 130 South Main Street in South Bend, Indiana, United States. We offer wealth planning technology and expertise to help you achieve your financial goals with confidence. Our investment solutions range from online tools to personalized portfolios and one-on-one advice. Please note that you may be redirected to a third-party site when leaving our website. You have the option to opt-out of the sale of your personal information at any time. For more information on managing your privacy choices, please refer to our California Consumer Privacy Disclosures on our Privacy information page. Visit us today to learn more about how we can help you secure your financial future.