TOP 30 Best Investments options financial planning in Valparaiso, Indiana

Vertical Financial Group is a leading finance institution located at 555 Eastport Center Drive in Valparaiso, Indiana, United States. With a focus on providing top-notch financial services, Vertical Financial Group offers a wide range of solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, our team of experts is dedicated to helping you achieve your financial goals. Trust Vertical Financial Group to provide you with the expertise and guidance you need to secure your financial future.

Blue Sky Financial Partners is a reputable finance institution located at 2400 Cumberland Drive in Valparaiso, Indiana, United States. With a focus on providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Blue Sky Financial Partners is here to help. Contact us today to learn more about how we can assist you in securing a brighter financial future.

Edward Jones - Financial Advisor: Brock Lloyd, CRPC™ is a reputable finance institution located at 850 Marsh Street in Valparaiso, Indiana, United States. As a Certified Retirement Planning Counselor, Brock Lloyd specializes in providing personalized financial advice and investment services to help clients achieve their long-term financial goals. With a commitment to integrity and professionalism, Edward Jones is dedicated to helping individuals and families navigate the complexities of financial planning and secure their financial futures. Whether you are planning for retirement, saving for education, or investing for the future, Brock Lloyd and the team at Edward Jones are here to provide expert guidance and support every step of the way.

Charlesworth Financial Services, LLC is a reputable accounting and finance institution located at 2000 Comeford Road in Valparaiso, Indiana, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, financial planning, and investment management. Their dedication to providing personalized and high-quality services sets them apart in the industry. Whether you are an individual or a business looking for expert financial guidance, Charlesworth Financial Services, LLC is the go-to institution for all your accounting and finance needs.

Welcome to Thrivent Financial for Lutherans: Watkins Douglas, your trusted insurance agency located in Valparaiso, Indiana. At our office, we believe everyone deserves a financial plan they can be confident about, and it all begins with the right financial advisor. Our dedicated team is committed to understanding your unique situation and goals, enabling us to identify strategies and solutions tailored to help you achieve your aspirations. Whether you're just starting out, building a financial foundation, or approaching retirement, our financial advisors are here to guide you through life's challenges and opportunities. We understand that sometimes financial paths can veer off course, but with our expert guidance, you can develop a plan that keeps you focused on what truly matters.

Edward Jones - Financial Advisor: Michael A Kosteskie is a trusted financial institution located at 552 Vale Park Road in Valparaiso, Indiana, United States. Michael A Kosteskie is a dedicated and experienced financial advisor who helps clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. Whether you are looking to save for retirement, plan for your child's education, or build wealth for the future, Michael A Kosteskie and his team at Edward Jones are here to provide expert guidance and support. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Michael A Kosteskie is committed to helping clients secure their financial future.

LPL Financial is a leading finance institution located at 554 Vale Park Road in Valparaiso, Indiana, United States. With a strong reputation for providing comprehensive financial services, LPL Financial offers a wide range of investment options and financial planning solutions to help clients achieve their long-term financial goals. Their team of experienced advisors are dedicated to providing personalized guidance and support to help clients navigate the complexities of the financial market. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, LPL Financial is committed to helping you build a secure financial future.

James D Krause Financial Planning is a reputable finance institution located at 554 Vale Park Road in Valparaiso, Indiana, United States. With a focus on providing personalized financial planning services to individuals and businesses, our experienced team is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest for retirement, save for your child's education, or plan for major life events, our experts are here to guide you every step of the way. Trust James D Krause Financial Planning to provide you with comprehensive and tailored financial solutions that meet your unique needs.

Steven Sutter, a financial advisor at Ameriprise Financial Services, LLC, located at 1508 Calumet Avenue in Valparaiso, Indiana, offers expert guidance on financial planning and investment strategies. With a focus on helping clients achieve their financial goals, Steven Sutter is registered to conduct securities business in select states. Clients can expect a personalized approach to their financial needs, with an initial consultation providing an overview of financial planning concepts. While Ameriprise Financial cannot guarantee future financial results, clients can rely on the expertise and professionalism of Steven Sutter to navigate the complexities of the financial market. For more information on Steven Sutter's background and qualifications, visit FINRA's BrokerCheck website. Trust Ameriprise Financial Services, LLC for sound financial advice and a commitment to helping you secure your financial future.

Martin Binder Jeweler Inc is a premier jewelry store and financial institution located in Valparaiso, Indiana. With a prime location at 650 West Morthland Drive, this establishment offers a wide selection of exquisite jewelry pieces and expert financial services. Whether you are looking for a stunning engagement ring, a timeless watch, or assistance with financial planning, Martin Binder Jeweler Inc is dedicated to providing top-notch customer service and high-quality products. Visit us today to experience the luxury and elegance that sets us apart from the rest.

Welcome to Adam Hage - State Farm Insurance Agent, your trusted partner for comprehensive insurance solutions in Saint John, Indiana, and beyond. Located at 9465 Joliet Street, our agency is dedicated to providing exceptional service and quality insurance coverage to individuals and businesses across Illinois, Indiana, Missouri, Wisconsin, and Michigan. Adam Hage, a passionate State Farm Agent, began his career as a Catastrophe claims representative after graduating from Bradley University. With roots in Bloomington, Illinois, and extensive experience living in Chicago and its southern suburbs, Adam opened his first office in 2012. Since then, the Hage Insurance Agency has grown, now proudly serving the Saint John community where Adam resides with his family.

Welcome to Aron Schuhrke - State Farm Insurance Agent, your trusted local insurance agency located at 707 East Commercial Avenue, Lowell, Indiana. With over 18 years of dedicated service, Aron Schuhrke and his experienced team are committed to meeting the diverse insurance needs of our community in Lowell and throughout Northwest Indiana, including Lake, Porter, Jasper, and Newton Counties, as well as the Chicago-land area. At our agency, we prioritize our customers' needs, offering comprehensive insurance solutions that protect what matters most to you. Whether you need coverage for your home, auto, life, or business, we are here to provide personalized plans that fit your unique requirements. Our team takes pride in delivering exceptional customer service, ensuring that you receive quality support every step of the way.

Welcome to John Yelkich - State Farm Insurance Agent, your trusted partner in securing your future and protecting what matters most to you. Conveniently located at 409 Main Street, Hobart, Indiana, just north of Centier Bank on the east side of Main Street, we proudly serve the vibrant Northwest Indiana community, affectionately known as "da Region." As a dedicated insurance professional with over a decade of experience, John Yelkich brings a wealth of knowledge and a deep connection to the local area. A proud graduate of Valparaiso University with a bachelor's degree in Sociology, John has been passionately meeting the insurance needs of Northwest Indiana residents. Born and raised in Hobart Township, John understands the unique needs and challenges of the community and is committed to providing personalized service with integrity and care.

Welcome to Centier Bank - Your Trusted Financial Partner in South Haven Located conveniently at 390 West U.S. Highway 6, Valparaiso, Indiana, Centier Bank is your go-to destination for all your banking and financial needs. Proudly serving the South Haven community for years, we are deeply committed to enriching the lives of our customers through expert financial guidance and support.

Tech Credit Union is a trusted financial institution located on West US Highway 30 in Valparaiso, Indiana. As a credit union, we offer a wide range of financial services including savings accounts, loans, and investment options. Our convenient ATM services make accessing your funds quick and easy. Whether you're looking to save for the future or need a loan for a big purchase, Tech Credit Union is here to help you achieve your financial goals. Visit us today to experience the benefits of banking with a community-focused institution.

Northwestern Mutual is a reputable finance and insurance agency located at 57 Michigan Avenue in Valparaiso, Indiana, United States. With a strong reputation for providing financial planning and insurance services, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and secure their futures. Their team of experienced professionals offers personalized guidance and solutions to help clients make informed decisions about their finances and insurance needs. Whether you are looking to invest for the future or protect your assets, Northwestern Mutual is committed to providing top-notch service and support to help you reach your financial objectives.

Thrivent - Northwest Indiana Group is a finance institution located at 57 Franklin Street in Valparaiso, Indiana. As part of the Thrivent network, this group offers a range of financial services and products to help individuals and families in Northwest Indiana achieve their financial goals. With a focus on financial planning, retirement savings, insurance, and investment options, Thrivent - Northwest Indiana Group is dedicated to helping their clients thrive and secure their financial future. Visit their office in Valparaiso for personalized financial advice and guidance.

Barney & Pendleton Group is a finance institution located at 61 Indiana Avenue in Valparaiso, Indiana, United States. Led by Bill Pendleton, the institution can be reached at (219) 464-4481 or via email at bpendleton@onesco.net. Please note that Barney & Pendleton Group is not affiliated with The O.N. Equity Sales Company or O.N. Investment Management Company. Securities are offered through The O.N. Equity Sales Company, located at One Financial Way in Cincinnati, Ohio. They are a member of FINRA/SIPC. Investment Advisory Services are offered through O.N. Investment Management Company. For more information, please contact (513)794-6474. Be sure to check the background of this investment professional before making any decisions.

Jonah Besch - Thrivent is a finance institution located at 57 Franklin Street in Valparaiso, Indiana, United States. Specializing in financial services, Jonah Besch - Thrivent offers a range of investment options, insurance products, and retirement planning solutions to help individuals and families achieve their financial goals. With a commitment to personalized service and sound financial advice, this institution is dedicated to helping clients make informed decisions and secure their financial future. Contact Jonah Besch - Thrivent today to learn more about their services and how they can help you plan for a secure financial future.

Welcome to Greg Taylor - State Farm Insurance Agent, your trusted insurance agency located at 794 McCool Road, Valparaiso, Indiana 46385. We are dedicated to providing you with personalized insurance solutions tailored to fit your unique needs. Whether you're looking for auto, home, life, or business insurance, our experienced team is here to guide you every step of the way. At Greg Taylor - State Farm Insurance Agent, we understand the importance of supporting local businesses and offer insights on how you can contribute, whether through ordering takeout, buying gift cards, or tipping generously. We also provide tips on how you can save on auto repair costs by doing some maintenance tasks at home.

Centier Bank, located at 150 Lincolnway in Valparaiso, Indiana, is your trusted community financial institution. We are more than just a bank - we are your financial guide for a brighter tomorrow. Our experienced team offers a wide range of banking services for individuals and businesses, providing personalized solutions to meet your financial needs. From personal checking and savings accounts to home loans and mortgages, we are here to help you make informed decisions and plan for a secure future. Visit our Valparaiso branch to experience why Centier is the top choice for reliable banking solutions in the area. Please call ahead for any products or services listed with an "*" at our Valpo East, Valpo South, and Valpo North locations.

Everwise Credit Union, located at 1707 East State Road 14 in Rochester, Indiana, is a trusted financial institution offering personal and business banking services. With Round-Up Savings, your debit transactions are rounded up and the difference is transferred to your savings account. Start earning high rates on deposits with a Share Certificate for just a $500 minimum investment. Our goal is to provide financial confidence to all our members. In addition to checking and savings accounts, Everwise Credit Union in Indiana and Michigan also provides mortgages, auto loans, home equity loans, and much more. Bank conveniently online or through our mobile app, or visit one of our branches in Indiana and southwest Michigan. We have locations in Avon, Carmel, Chesterton, Crawfordsville, Elkhart, Fishers, Gary, Goshen, Granger, Greencastle, Greenwood, Hammond, Huntington, Indianapolis, Mishawaka, New Albany, Noblesville, Plymouth, Sawyer, South Bend, Valparaiso, Warsaw, Westfield, Whiting, New Buffalo, Niles, and Three Oaks.

Everwise Credit Union, located at 2890 Frontier Drive in Warsaw, Indiana, is a trusted financial institution offering personal and business banking services as well as loans. With Round-Up Savings, your debit transactions are rounded up and the difference is automatically transferred to your savings account. Start earning our highest rates with a Share Certificate for just a minimum investment of $500. Our goal is to provide financial confidence to all our members with every interaction. We offer a range of valuable banking solutions including checking accounts, savings accounts, mortgages, auto loans, home equity loans, HELOCs, and more. Bank conveniently online or through our mobile app, or visit one of our branches in Indiana and southwest Michigan. Our full-service institution has locations in various cities such as Avon, Carmel, Indianapolis, South Bend, Valparaiso, Warsaw, and more.

BMO Bank N.A Branches, located at 750 South Washington Street in Valparaiso, Indiana, United States, is a full-service branch offering a wide range of banking services, investments, and lending products for both personal and commercial customers. As a member of FDIC, BMO Bank N.A ensures that all banking products and services are subject to bank and credit approval. In compliance with the USA Patriot Act, the institution requires customers to provide identification when opening an account to prevent terrorism and money laundering activities. Additionally, BMO Bank N.A advises customers to review the privacy and security policies of third-party websites linked to their site. It is important to note that the information provided is not intended to be tax or legal advice, and customers should consult with their independent legal and tax advisors for personalized guidance.

Centier Bank, located at 2707 Laporte Avenue in Valparaiso, Indiana, is a customer-centric institution offering comprehensive financial solutions for individuals and businesses. With a commitment to exceptional service, Centier specializes in personal and business banking, including personal checking and savings accounts, personal loans, home loans, mortgages, small business loans, and commercial lending solutions. From convenient online banking to personalized financial options, Centier is dedicated to enriching lives through financial guidance. Join our growing family of satisfied customers in Valparaiso and experience local community banking with a personalized approach. Visit one of our three other Valparaiso area banks in downtown, South, and North Valpo.

Everwise Credit Union is a trusted financial institution located at 150 South Marlin Drive in Greenwood, Indiana, United States. We offer a range of personal and business banking services, including loans and Round-Up Savings that automatically transfers spare change to your savings account. With a minimum investment of just $500, you can start earning our highest rate on deposits with a Share Certificate. Our goal is to provide financial confidence for all our members, whether you're in Indiana or southwest Michigan. Visit one of our conveniently located branches or bank online with our user-friendly mobile app. With locations in cities like Carmel, Indianapolis, and Valparaiso, Everwise Credit Union is here to help you achieve your financial goals. Please note that while we strive to provide accurate and secure services, we recommend reviewing the privacy and security disclosures of all websites you visit. Experience the convenience and reliability of Everwise Credit Union today!

Everwise Credit Union, located at 1 North Capitol Avenue in Indianapolis, Indiana, is a full-service financial institution offering personal and business banking services as well as loans. With Round-Up Savings, your debit transactions are rounded up and the difference is transferred to your savings account automatically. Start earning our highest rate on deposits with a Share Certificate, requiring a minimum investment of just $500. Our goal is to provide financial confidence with every interaction. We offer valuable banking solutions including checking accounts, savings accounts, mortgages, auto loans, home equity loans, and more. Bank online or with our mobile app, or visit one of our conveniently located branches in Indiana and southwest Michigan. Everwise Credit Union has branches in various cities including Avon, Carmel, Fishers, Indianapolis, Mishawaka, Valparaiso, Warsaw, and more. Please note that Everwise is not responsible for the accuracy, security, content, or services offered by other websites. Once enrolled, you can access your online banking through the app or our website.

Everwise Credit Union, located at 1918 165th Street in Hammond, Indiana, is a trusted financial institution offering personal and business banking services, as well as loans. With Round-Up Savings, you can easily save by rounding up your debit transactions. Start earning high rates on deposits with a Share Certificate, requiring only a $500 minimum investment. Our goal is to provide financial confidence with every interaction. We offer a range of banking solutions including checking accounts, savings accounts, mortgages, auto loans, and more. Bank online or through our mobile app, or visit our branches in Indiana and southwest Michigan. Our convenient locations include Avon, Carmel, Gary, South Bend, Valparaiso, and more. Please note that Everwise is not responsible for the accuracy or security of external websites. Enroll today to access online banking through our app or website.

Harvest Wealth Partners is a financial planning firm located in Munster and Valparaiso, Indiana. Our team is dedicated to helping individuals prepare for retirement and achieve their financial goals. We support our local community through volunteering and donations to organizations such as the Food Bank of NWI and the Special Olympics of NWI. Our experienced team, including CERTIFIED FINANCIAL PLANNER™ Practitioners, Investment Advisor Representatives, and Registered Representatives, is committed to providing personalized service tailored to each client's needs. Whether you're planning for retirement, college savings, or estate strategy, we can help you navigate the financial planning process. Contact us today to learn more about how we can assist you in preparing for today and tomorrow. Securities offered through LPL Financial, member FINRA / SIPC. Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Private Advisor Group and Harvest Wealth Partners are separate entities from LPL Financial. Securities business is conducted with residents of select states. Contact us for more information or to schedule a consultation.

Gina Aguilar - Thrivent is a finance institution located at 331 806 North, Valparaiso, Indiana, United States. Our focus is on creating comprehensive financial plans tailored to the individual needs and goals of our clients. We understand that investable assets represent hopes and dreams, and we are dedicated to providing financial advice that creates a better life for you and your loved ones. Our custom comprehensive planning takes into account all aspects of your financial situation, including tax consequences. We believe that money is a tool, not a goal, and strive to help our clients achieve financial clarity and confidence as they work towards their financial goals and dreams. At Gina Aguilar - Thrivent, we offer a range of financial services including investments, insurance, banking, and generosity programs to help people make the most of their financial resources. We are committed to providing attentive service and customized strategies to help our clients fulfill their values and sense of purpose. When you join Thrivent, you become part of a community of people looking out for others and sharing in the collective ownership of our company.