TOP 30 Long term investment strategies in Indiana
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Edward Jones
● OpenEdward Jones is a well-established finance institution located on North Bendix Drive in South Bend, Indiana. With a focus on personalized financial planning and investment services, Edward Jones helps individuals and families achieve their long-term financial goals. Their team of experienced advisors provide tailored solutions to help clients build wealth, save for retirement, and plan for the future. Whether you're looking to invest for the first time or need assistance with complex financial matters, Edward Jones is dedicated to providing exceptional service and guidance every step of the way.
N Bendix Dr, South Bend, IN 46628, United States -
Edward Jones - Financial Advisor: Gentiel T Buysse
● OpenEdward 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.
212 E Lasalle Ave Suite 120, South Bend, IN 46617, United States -
Douglas Gehrke - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDouglas 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.
511 E Colfax Ave, South Bend, IN 46617, United States -
Dennis Andres - TIAA Wealth Management Advisor
● OpenDennis Andres - TIAA Wealth Management Advisor is a financial institution located at 1251 North Eddy Street in South Bend, Indiana, United States. As a trusted advisor, Dennis Andres offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Dennis provides expert guidance on investment strategies, retirement planning, and estate planning. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Dennis Andres is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
1251 N Eddy St #109, South Bend, IN 46617, United States -
Edward Pilarski - Financial Advisor, Ameriprise Financial Services, LLC
● OpenEdward Pilarski is a Financial Advisor at Ameriprise Financial Services, LLC located in Granger, Indiana, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, investment strategies, estate planning, retirement planning, and more. Edward is dedicated to providing comprehensive financial advice to individuals, small business owners, retirees, and high net worth clients. With a focus on ethical practices and continuous education, Edward Pilarski is committed to helping clients make informed decisions and achieve their financial goals.
6910 N Main St, Unit 37 Bldg 25 Ste A, Granger, IN 46530, United States -
Scott Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenScott Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 205 West Jefferson Boulevard in South Bend, Indiana, United States. Scott Smith holds various certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate Scott Smith's expertise in asset management, retirement planning, estate planning, investment management, and financial planning for various client needs. With a commitment to ethics and continuing education, Scott Smith provides comprehensive financial services to individuals, retirees, small business owners, and high net worth clients.
205 W Jefferson Blvd Ste 402, South Bend, IN 46601, United States -
Melissa Eikens - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMelissa 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.
800 E Jefferson Blvd, South Bend, IN 46617, United States -
Lisa Sharpe - Financial Advisor, Ameriprise Financial Services, LLC
● OpenLisa Sharpe is a dedicated and experienced financial advisor at Ameriprise Financial Services, LLC located in South Bend, Indiana. With a focus on providing personalized financial planning and investment strategies, Lisa works closely with her clients to help them achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Lisa is committed to providing expert guidance and support every step of the way. Visit her office at 205 West Jefferson Boulevard to start planning for your financial future today.
205 W Jefferson Blvd Ste 402, South Bend, IN 46601, United States -
Edward Jones - Financial Advisor: Michael W Morgan
● OpenEdward 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.
229 Red Coach Dr #103, Mishawaka, IN 46545, United States -
McCourt & Associates - Ameriprise Financial Services, LLC
● OpenMcCourt & 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.
3340 Hickory Rd, Mishawaka, IN 46545, United States -
Edward Jones - Financial Advisor: Jerry L Hunt, AAMS™
● OpenEdward Jones - Financial Advisor: Jerry L Hunt, AAMS™ is a reputable financial institution located at 212 East Lasalle Avenue in South Bend, Indiana, United States. Specializing in financial advisory services, Jerry L Hunt, AAMS™ provides personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, this institution is dedicated to helping individuals and families secure their financial future. Contact Jerry L Hunt, AAMS™ at Edward Jones for expert financial advice and guidance.
212 E Lasalle Ave Suite 120, South Bend, IN 46617, United States -
Edward Jones - Financial Advisor: Andy Hyduk, CFP®|CRPC™
● OpenEdward Jones - Financial Advisor: Andy Hyduk, CFP®|CRPC™ is a reputable finance institution located at 117 Perspective Drive in Granger, Indiana, United States. With a focus on providing personalized financial planning services, Andy Hyduk, a Certified Financial Planner and Chartered Retirement Planning Counselor, offers expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to invest wisely, Andy Hyduk and the team at Edward Jones are dedicated to helping you make informed decisions and secure your financial future.
117 Perspective Dr #1, Granger, IN 46530, United States -
Compass Financial Advisors
● OpenCompass Financial Advisors is a trusted financial institution located at 6910 North Main Street in Granger, Indiana, United States. Specializing in providing expert financial advice and services, Compass Financial Advisors is your go-to destination for all your financial needs. Whether you're looking for assistance with investments, retirement planning, or simply need to withdraw cash from their convenient ATM, Compass Financial Advisors has you covered. With a team of experienced professionals dedicated to helping you achieve your financial goals, you can trust Compass Financial Advisors to guide you in the right direction.
6910 N Main St #16, Granger, IN 46530, United States -
Edward Jones - Financial Advisor: Eric B Ytterberg, CFP®|AAMS™|CRPC™
● OpenEdward 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.
16285 IN-23, South Bend, IN 46635, United States -
Edward Jones - Financial Advisor: Jerry Madsen, ABFP™
● OpenEdward 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.
54520 Northern Ave Suite A, South Bend, IN 46635, United States -
Edward Jones - Financial Advisor: Amanda A Gadacz, AAMS™
● OpenEdward Jones - Financial Advisor: Amanda A Gadacz, AAMS™ is a trusted financial institution located at 50710 Princess Way in Granger, Indiana, United States. Specializing in personalized financial planning and investment strategies, Amanda A Gadacz, AAMS™ is dedicated to helping clients achieve their financial goals and secure their futures. With a focus on building long-term relationships based on trust and integrity, clients can rely on expert advice and guidance to navigate the complexities of the financial world. Whether planning for retirement, saving for education, or investing for the future, Amanda A Gadacz, AAMS™ is committed to providing top-notch service and support every step of the way.
50710 Princess Way Suite 200, Granger, IN 46530, United States -
Eric Robinson - Ameriprise Financial Services, LLC
● OpenEric Robinson - Ameriprise Financial Services, LLC is a finance institution located at 51541 Bittersweet Road in Granger, Indiana, United States. Specializing in financial planning and investment management, they offer a wide range of services to help clients achieve their financial goals. With a team of experienced professionals, they provide personalized advice and guidance to individuals and businesses looking to secure their financial future. Whether you are planning for retirement, saving for college, or investing for growth, Eric Robinson - Ameriprise Financial Services, LLC is dedicated to helping you make informed decisions and navigate the complexities of the financial world.
51541 Bittersweet Rd, Granger, IN 46530, United States -
Edward Jones - Financial Advisor: Matthew B Carroll
● OpenEdward Jones - Financial Advisor: Matthew B Carroll is a reputable finance institution located at 1704 East Day Road in Mishawaka, Indiana, United States. With a focus on providing personalized financial advice and services, Matthew B Carroll and his team strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your assets, Edward Jones - Financial Advisor: Matthew B Carroll is dedicated to providing top-notch financial solutions tailored to your individual needs.
1704 E Day Rd, Mishawaka, IN 46545, United States -
Kenneth Kobek - Raymond James
● OpenKenneth Kobek - Raymond James is a reputable finance institution located at 245 West Edison Road in Mishawaka, Indiana, United States. With a strong focus on providing personalized financial services, the team at Kenneth Kobek - Raymond James is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, you can trust the experienced professionals at this institution to provide expert guidance and support. Visit Kenneth Kobek - Raymond James today to start building a secure financial future.
245 W Edison Rd # 100, Mishawaka, IN 46545, United States -
Edward Jones - Financial Advisor: Daniel P Nussbaum
● OpenEdward Jones - Financial Advisor: Daniel P Nussbaum is a reputable financial institution located at 3305 Grape Road in Mishawaka, Indiana, United States. Specializing in providing personalized financial advice and services, Daniel P Nussbaum and his team are dedicated to helping 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 tailored to each client's unique needs. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Daniel P Nussbaum is committed to helping you secure a sound financial future. Contact them today to schedule a consultation and start working towards your financial goals.
3305 Grape Rd Suite 1, Mishawaka, IN 46545, United States -
Edward Jones - Financial Advisor: Jay Shaul
● OpenEdward Jones - Financial Advisor: Jay Shaul is a reputable finance institution located at 1001 Hickory Road in South Bend, Indiana, United States. Jay Shaul is a dedicated and experienced financial advisor who helps clients achieve their financial goals through personalized investment strategies. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Jay Shaul can provide expert guidance and support. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jay Shaul is committed to helping you secure a stable financial future.
1001 Hickory Rd Ste 8B, South Bend, IN 46615, United States -
Greg Hildebrand - TIAA Wealth Management Advisor
● OpenGreg 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.
1251 N Eddy St #109, South Bend, IN 46617, United States -
Courtenay Lavigne - TIAA Financial Consultant
● OpenCourtenay 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.
1251 N Eddy St #109, South Bend, IN 46617, United States -
Smith & Associates - Ameriprise Financial Services, LLC
● OpenSmith & 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.
205 W Jefferson Blvd Ste 402, South Bend, IN 46601, United States -
David Kotecki - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenDavid Kotecki - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 515 Park Place Circle in Mishawaka, Indiana, United States. They offer a range of services and certifications to ensure that their clients receive expert financial advice and planning. Some of the certifications held by their advisors include 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®, CFP®, 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®. These certifications cover a wide range of financial planning topics, ensuring that clients receive comprehensive and specialized advice tailored to their individual needs. With a focus on ethics and expertise, David Kotecki - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to providing top-quality financial services to their clients.
515 Park Pl Cir Ste 300, Mishawaka, IN 46545, United States -
Edward Jones - Financial Advisor: Nate Stemm, AAMS™
● OpenEdward 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.
1514 E Bristol St Ste A, Elkhart, IN 46514, United States -
Emerald River Wealth Management - Kemp Cunningham, CFP
● OpenEmerald River Wealth Management, run by Kemp Cunningham, CFP, is a premier financial institution located at 14515 Indiana 23 in Granger, Indiana, United States. Specializing in wealth management services, Kemp Cunningham and his team offer personalized financial planning and investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Emerald River Wealth Management is dedicated to providing top-notch financial guidance and support to clients in the Granger area and beyond.
14515 IN-23, Granger, IN 46530, United States -
Regal Financial Group
● OpenRegal Financial Group is a leading finance institution located at 1755 East Bristol Street in Elkhart, Indiana, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Regal Financial Group offers a wide range of services including investment management, retirement planning, insurance, and wealth management. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. Trust Regal Financial Group to provide you with expert financial guidance and support.
1755 E Bristol St, Elkhart, IN 46514, United States -
Legacy Wealth Management Group of Raymond James
● OpenLegacy Wealth Management Group of Raymond James is a leading finance institution located at 230 North Main Street in Elkhart, Indiana, United States. With a team of experienced financial advisors, they provide comprehensive wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, Legacy Wealth Management Group offers personalized solutions tailored to your unique needs. Trust in their expertise and dedication to guide you towards a secure financial future.
230 N Main St Ste 1, Elkhart, IN 46516, United States -
Edward Jones - Financial Advisor: Jon Rolon
● OpenEdward Jones - Financial Advisor: Jon Rolon is a reputable finance institution located at 11590 McKinley Highway in Osceola, Indiana, United States. Jon Rolon is a trusted financial advisor who is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert guidance. With a focus on building long-term relationships based on trust and integrity, Jon Rolon provides comprehensive financial planning services to individuals, families, and businesses. Whether you are planning for retirement, saving for a major purchase, or simply looking to grow your wealth, Edward Jones - Financial Advisor: Jon Rolon is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
11590 McKinley Hwy Suite B, Osceola, IN 46561, United States
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