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TOP 30 Management advisors in Michigan City, IN
36 results found
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Priority Risk Management Inc
Priority Risk Management Inc is a leading insurance agency located at 2628 South Michigan Street in South Bend, Indiana. We specialize in providing personalized risk management solutions to individuals and businesses, helping them protect their assets and achieve financial security. Our team of experienced professionals is dedicated to ensuring that our clients receive the best coverage at competitive rates. Whether you are looking for auto, home, life, or commercial insurance, we have the expertise to tailor a policy to meet your specific needs. Contact us today to learn more about how Priority Risk Management Inc can help you safeguard what matters most.
OSBORN Wealth Management
OSBORN Wealth Management is a finance institution located at 912 Michigan Avenue in La Porte, Indiana, United States. With a focus on providing personalized financial planning and investment management services, OSBORN Wealth Management is dedicated to helping clients achieve their financial goals and secure their financial futures. Their team of experienced professionals offer expert guidance and customized solutions to help clients navigate the complexities of the financial world with confidence and peace of mind. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, OSBORN Wealth Management is committed to providing you with the highest level of service and expertise.
Walter & Keenan Wealth Management
Walter & Keenan Wealth Management is a leading finance institution located at 202 South Michigan Street in South Bend, Indiana, United States. With a commitment to providing personalized financial solutions, our team of experts offers a wide range of services including investment management, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, our experienced professionals are here to help you achieve your financial goals. Visit us today to see how we can help you secure your financial future.
Merrill Lynch Financial Advisor William E Simon
Merrill Lynch Financial Advisor William E Simon is a reputable finance institution located at 100 North Michigan Street in South Bend, Indiana, United States. As a trusted financial advisor, William E Simon offers expert guidance and personalized financial planning services to help clients achieve their financial goals. With a focus on providing tailored investment strategies and wealth management solutions, this institution is committed to helping individuals and businesses build and protect their financial futures. Trust Merrill Lynch Financial Advisor William E Simon for professional and reliable financial advice.
Merrill Lynch Financial Advisor Christopher J Adams
Merrill Lynch Financial Advisor Christopher J Adams is a reputable financial institution located at 100 North Michigan Street in South Bend, Indiana, United States. As a finance institution, they provide expert financial advice and services to help individuals and businesses achieve their financial goals. Christopher J Adams and his team are dedicated professionals who offer personalized financial planning, investment management, and wealth management solutions tailored to each client's unique needs. With a focus on building long-term relationships based on trust and integrity, Merrill Lynch Financial Advisor Christopher J Adams is committed to helping clients secure their financial future.
Merrill Lynch Wealth Management
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.
Merrill Lynch Financial Advisor Matt M Kahn
Merrill Lynch Financial Advisor Matt M Kahn is a reputable finance institution located at 100 North Michigan Street in South Bend, Indiana, United States. With a focus on providing expert financial advice and services, clients can trust in the knowledge and experience of Matt M Kahn to help them navigate their financial goals and investments. The institution offers personalized financial planning, investment management, retirement planning, and more to help clients achieve their financial objectives. With a commitment to excellence and integrity, Merrill Lynch Financial Advisor Matt M Kahn is a trusted partner in financial success.
Edward Jones - Financial Advisor: Tim Gartland, AAMS™
Edward Jones - Financial Advisor: Tim Gartland, AAMS™ is a trusted financial institution located at 2146 North Karwick Road in Michigan City, Indiana, United States. Specializing in providing personalized financial advice and services, Tim Gartland is a highly qualified advisor with the Accredited Asset Management Specialist™ certification. With a focus on building long-term relationships with clients, Edward Jones offers a wide range of financial solutions to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Tim Gartland and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Horizon Trust & Investment Management
Horizon Trust & Investment Management is a leading finance institution located at 515 Franklin Street in Michigan City, Indiana, United States. Our dedicated team of financial experts is committed to providing top-notch trust and investment management services to help our clients achieve their financial goals. With a focus on personalized service and strategic financial planning, we strive to build long-lasting relationships with our clients and help them navigate the complex world of finance with confidence. Contact us today to learn more about how Horizon Trust & Investment Management can help you secure your financial future.
Edward Jones - Financial Advisor: Jonathan E Salisbury, AAMS™
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.
Edward Jones - Financial Advisor: ManDee Alevizos, AAMS™|CRPC™
Edward Jones - Financial Advisor: ManDee Alevizos, AAMS™|CRPC™ is a finance institution located at 411 North Franklin in Michigan City, Indiana, United States. ManDee Alevizos is a highly qualified financial advisor with designations as an Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Counselor (CRPC). She offers personalized financial planning services to help clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to providing top-notch financial advice and guidance to individuals and families in the Michigan City area.
Ben Finan, 1st Source Asset Advisors
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
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: Russell T Kietzman
Edward Jones - Financial Advisor: Russell T Kietzman is a reputable finance institution located at 1435 North Michigan Street in Plymouth, Indiana, United States. As a trusted financial advisor, Russell T Kietzman provides personalized investment and wealth management 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: Russell T Kietzman is committed to providing top-notch financial guidance and support to individuals and families in the Plymouth area.
Merrill Lynch Financial Advisor Jennifer A Holland
Merrill Lynch Financial Advisor Jennifer A Holland, located at 10800 North Michigan Road, Zionsville, Indiana, United States, is a prestigious finance institution that prides itself on providing exemplary client service. With advisors who have received recognition from top financial industry publications, including Forbes and Barron's, Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. The team at Merrill Lynch, supported by the global resources of the company, is comprised of talented and experienced individuals committed to helping clients pursue their financial goals while managing investment risk. By understanding each client's unique needs and priorities, Merrill Lynch advisors work to design and implement personalized plans intended to help clients achieve their financial aspirations. From retirement planning to wealth management, Merrill Lynch offers comprehensive financial solutions tailored to each individual's goals and circumstances. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can rest assured that their financial needs are in good hands. The advisors at Merrill Lynch believe that financial success is achieved by making informed investment decisions that align with each client's personal goals and values. By getting to know each client personally and understanding what matters most to them, Merrill Lynch advisors can create a financial approach that reflects their unique personality and priorities. Through regular check-ins and adjustments to the financial approach as needed, Merrill Lynch advisors work to help clients stay on track towards achieving their goals. Whether it's planning for retirement, saving for a major purchase, or funding a child's education, Merrill Lynch advisors are dedicated to helping clients navigate the complexities of their financial lives and build a customized investment approach that addresses their needs and aspirations. By working with a dedicated Merrill Lynch advisor, clients can benefit from personalized investment strategies and comprehensive financial solutions that are tailored to their individual circumstances. With the support and expertise of Merrill Lynch, clients can feel confident that their financial future is in good hands.
Merrill Lynch Financial Advisor Connor T Ryan
Merrill Lynch Financial Advisor Connor T Ryan is a prestigious finance institution located at 10800 North Michigan Road, Zionsville, Indiana, United States. The institution takes pride in its advisors who have received recognition from financial industry publications and Bank of America Corporation. Merrill's advisors are known for their exemplary client service and have been ranked in various categories such as "Best-in-State Wealth Advisors," "America's Top Wealth Advisors," and "Top Next-Generation Wealth Advisors" by Forbes and Barron's. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. The advisors focus on understanding clients' goals, priorities, and aspirations to develop personalized financial plans that help manage investment risk and pursue financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, the advisors at Merrill Lynch work with clients to address their financial needs and help them achieve their goals. The institution offers tools such as the Investment Personality Assessment and Merrill Personal Wealth Analysis™ to tailor financial approaches to individual goals and preferences. As life and goals change, the advisors at Merrill Lynch help clients stay on track by revisiting and adjusting their financial approach. Merrill Lynch Wealth Management Advisors prioritize the client's needs and goals, offering personalized investment strategies and comprehensive financial solutions. The institution is committed to providing dedicated one-on-one relationships and guidance to help clients navigate the financial complexities of life and achieve their goals.
Merrill Lynch Financial Advisor Justin M Smith
Merrill Lynch Financial Advisor Justin M Smith is a finance institution located at 10800 North Michigan Road, Zionsville, Indiana, United States. The institution is proud of its advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. They believe in setting the standard for exemplary client service. The institution has been featured in Forbes "Best-in-State Wealth Advisors" from 2018 to 2023, Forbes "America's Top Wealth Advisors" from 2017 to 2022, and Barron's "Top 100 Financial Advisors" in 2018. The team at Merrill Lynch is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. They focus on understanding your family, goals, and priorities in order to create a personalized financial plan to help you pursue your financial goals while managing investment risk. The institution offers banking products provided by Bank of America, N.A. and affiliated banks. They believe in the importance of having a conversation to identify and prioritize your goals, and offer tools to help you track changes in your life and financial approach. The advisors at Merrill Lynch Wealth Management are dedicated to helping you achieve your goals by getting to know you personally and creating a customized investment approach tailored to your needs.
Merrill Lynch Financial Advisor Jim T Ruthrauff
Merrill Lynch Financial Advisor Jim T Ruthrauff is a finance institution located at 100 North Michigan Street, South Bend, Indiana, United States. Our mission is to understand you and what matters most to you, so we can help you design and implement a personalized plan to pursue your financial goals while managing investment risk. We focus on potential solutions that can turn your goals into reality, whether it's planning for future healthcare expenses, college, business transactions, or passing wealth to future generations. With access to investment insights from Merrill and banking solutions from Bank of America, we work with you to develop an approach that addresses your financial needs. Our team is committed to building strong client relationships based on trust and personalized service. We have received recognition from financial industry publications and Bank of America for our exemplary client service. Let's work together to help you achieve your financial goals.
Everwise Wealth Management - Financial Advisor: Chris Eberly
Everwise Wealth Management, led by financial advisor Chris Eberly, is dedicated to helping clients achieve their financial goals. Located at 1930 East Ireland Road in South Bend, Indiana, Everwise Investment Services offers a range of financial products and services through LPL Financial. Whether you are just starting out or nearing retirement, Chris Eberly can work with you to develop a customized financial plan that meets your specific needs and goals. As a member of Everwise Credit Union, you can also take advantage of banking solutions such as checking accounts, savings accounts, mortgages, and more. Visit one of our conveniently located branches in Indiana and southwest Michigan to learn more about how Everwise can help you secure your financial future.
Terry Anderson - State Farm Insurance Agent
Terry Anderson - State Farm Insurance Agent is a local insurance agency located at 5668 Saint Joe Road in Fort Wayne, Indiana. With over 138 years of experience in providing State Farm Insurance in the area, Terry Anderson and his team are dedicated to offering professional and personalized service to all policyholders. Terry Anderson, a native of Fort Wayne, has been working in the insurance industry since 1992. He is a graduate of Indiana University’s Kelley School of Business with a degree in finance & insurance. Terry is a stepdad and grandfather who enjoys spending time with his family and two dogs, Lucy and Shirley. As a Good Neighbor, he is actively involved in local charities in the community.
Dekalb Farm Mutual Insurance
Dekalb Farm Mutual Insurance is a trusted insurance agency located at 525 Michigan Avenue in Auburn, Indiana, United States. Specializing in providing insurance coverage for farms and agricultural businesses, Dekalb Farm Mutual Insurance offers personalized service and competitive rates to meet the unique needs of their clients. With a commitment to protecting the livelihoods of farmers and ranchers, this institution is dedicated to providing reliable and comprehensive insurance solutions. Contact Dekalb Farm Mutual Insurance today to learn more about their services and how they can help safeguard your farm or agricultural operation.
State Farm: Austin Budreau
Located at 406 West Maumee Street in Angola, Indiana, State Farm: Austin Budreau is an insurance agency serving clients in Indiana, Michigan, and Ohio. With over 80 years of combined State Farm Team Experience, our agency offers a wide range of insurance and financial services, including coverage for auto, home, life, renters, boat, motorcycle, and small business owners. Our team of licensed professionals is dedicated to helping you find the right insurance coverage for your specific needs. In addition to insurance services, we also provide guidance on reducing sewer or drain losses in your basement, telematics for sharing vehicle information, and DIY auto maintenance tips to combat rising repair costs. Our mission is to help individuals and businesses in Angola, Fremont, Hamilton, and throughout Steuben County manage risks, recover from the unexpected, and achieve their dreams.
Glenn Scholl - State Farm Insurance Agent
Glenn Scholl - State Farm Insurance Agent is located at 23947 Salt Fork Road in Lawrenceburg, Indiana. At the intersection of State Line Road and Salt Fork Road, this insurance agency offers a variety of State Farm products and services including Car Insurance, Renters Insurance, Commercial Auto Insurance, Business Insurance, Life & Health Insurance, and Pet Insurance. The team is licensed to serve insurance needs in Indiana, Ohio, Kentucky, and Michigan. The agency is committed to serving the community with integrity, honesty, and superior personalized service. The team is dedicated to helping customers with their insurance needs and believes in treating everyone with respect and kindness. Stop by the office or call today for a free quote on Auto Insurance or Homeowners Insurance. The team at Glenn Scholl - State Farm Agent is looking for a new team member who is committed to excellence and personal achievement. If you are willing to work hard and want to make an impact, this could be the place for you. Contact the office for more information on available career opportunities.
Nate Lauer - State Farm Insurance Agent
Nate Lauer - State Farm Insurance Agent is a well-established insurance agency located at 1201 North Wayne Street in Angola, Indiana. Since 2014, Nate Lauer and his team have been dedicated to serving the Steuben, Lagrange, Dekalb, and Auburn counties communities. They are passionate about educating and taking care of their insureds, offering a wide range of State Farm insurance products including Car Insurance, Homeowners Insurance, Renters Insurance, Life Insurance, Health Insurance, Financial products, and Small Business Insurance. With over 50 years of combined insurance experience, Nate Lauer and his team are committed to helping customers make informed decisions to protect themselves, their families, and their businesses from day-to-day risks. They offer personalized service and treat their customers like family.
Rich Was - State Farm Insurance Agent
Rich Was - State Farm Insurance Agent is an insurance agency located at 2030 South Bend Avenue in South Bend, Indiana. Conveniently situated near Notre Dame, across from Dairy Queen, and between Ironwood and Edison, our office proudly serves the South Bend area and surrounding communities in Indiana and southern Michigan. As a State Farm Insurance Agent since 1991, I lead a team of licensed Insurance Professionals dedicated to providing personalized insurance coverage for your specific needs. From Auto Insurance and Homeowners Insurance to Life Insurance and Financial Services, we also offer assistance to small business owners with their Commercial lines of insurance. Contact us today for a free quote on Car Insurance, Home Insurance, or Life Insurance. We are committed to protecting what matters most to you, your family, and your business. Whether you need to safeguard your car, home, or life, our experienced team is here to help. Reach out to us via phone, text, visit, email, or Facebook message to get connected with us today.
Connie Patricks - State Farm Insurance Agent
Connie Patricks - State Farm Insurance Agent is an insurance agency located at 2103 Franklin Street in Michigan City, Indiana. They are licensed in all areas of insurance in Indiana, Illinois, and Michigan, offering services such as car insurance, home insurance, life insurance, and health insurance. They are also able to help with second/seasonal homes and out of state transfers from Illinois. The agency is a 6x Ambassador Club Qualifier and offers free quotes on various insurance policies. They also provide information on topics such as the duties of a will Executor, the dangers of drunk driving, and factors to consider before adopting a new pet. Their vision is to prioritize the interests of State Farm customers and manage the risks of everyday life in a caring and professional manner. For more information, customers can call their office or visit their website. Please note that sensitive personal information should not be included in communications. State Farm VP Management Corp. distributes securities and offers a Customer Relationship Summary. Various insurance and deposit products are offered by U.S. Bank National Association. Pre-existing conditions may affect pet insurance policies. State Farm is not responsible for third party sites or products. Customers should consult a tax or legal advisor for personalized advice.
Andrew Mitchell - State Farm Insurance Agent
Andrew Mitchell - State Farm Insurance Agent is an insurance agency located at 218 West 4th Street in Michigan City, Indiana, United States. At our institution, we understand that saving for big goals can be overwhelming, so we help break it down into manageable tasks. We offer information on different types of mortgages to help you determine what works best for you. Additionally, we provide tips on DIY auto maintenance to combat rising repair costs. For your protection, we advise against sharing sensitive personal information on our website. If you have difficulty accessing our site, please call (219) 879-2329 for assistance. Investors should carefully consider investment options and read fund prospectuses for important information.
Justin Elias - State Farm Insurance Agent
Justin Elias - State Farm Insurance Agent is located at 11590 McKinley Highway in Osceola, Indiana, United States. As an insurance agency, we specialize in helping people relocate to Indiana and Michigan by providing better insurance options. Our services include free Auto Insurance and Homeowners insurance quotes throughout Indiana and Michigan, with a focus on St Joseph County, Elkhart County, and Cass County. Our office is dog friendly, wheelchair accessible, and we are happy to schedule appointments in-person at our office, at your home, or virtually. We offer insurance for cars, homes, personal property, and future income, as well as Renters Insurance, Condo insurance, and Life insurance. We also work with small business owners for their Business insurance needs.
Eric Guenther - State Farm Insurance Agent
Eric Guenther - State Farm Insurance Agent is an insurance agency located at 3506 South Michigan Street in South Bend, Indiana, United States. Our team is dedicated to helping individuals in the Michiana area ensure they are properly protected from everyday risks. We offer insurance quotes for various needs, including home, auto, antique cars, business liability, trailers, income, golf carts, and more. Our office is conveniently located just North of the US 20 Bypass and S. Michigan St exit, with easy access for appointments in person, at your home, or over the phone. With over 20 years of State Farm and insurance industry experience, Eric Guenther is a second-generation State Farm Agent who started his own agency in 2004. He is a former pro football player with a background in educational leadership and speech communications. The team at Eric Guenther - State Farm Insurance Agent is committed to providing efficient and informative service to help you with your insurance needs, whether big or small.
Harbour Trust
The Harbour Trust is a reputable financial institution located at 1024 North Karwick Road in Michigan City, Indiana, United States. With a strong commitment to providing personalized financial solutions, the Harbour Trust offers a wide range of services including wealth management, investment planning, retirement planning, and estate planning. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, the Harbour Trust is here to provide expert guidance and support. Visit them today to learn more about how they can help you achieve financial success.
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