TOP 30 Personalized financial management in Lafayette, Indiana

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Merrill Lynch Financial Advisor David S McGaughey, located at 250 Main Street, Lafayette, Indiana, United States, is a prestigious finance institution recognized for exemplary client service. The team, supported by the global resources of Merrill, is composed of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. They focus on understanding your family, goals, and priorities to create a customized financial strategy aligned with your aspirations. With access to the investment insights of Merrill and banking solutions from Bank of America, the team helps you manage, grow, and preserve your wealth while considering the impact for years to come. The institution believes in the importance of a personalized approach that helps you pursue your goals, whether it's planning for retirement, funding education, or passing wealth to future generations. By utilizing the Investment Personality Assessment and Merrill Personal Wealth Analysis™, they tailor a plan centered on your unique needs and financial situation. The team is committed to helping you stay on track to achieve what matters most to you, adapting your approach as your life and goals evolve. With a dedicated Merrill advisor, you receive personalized investment strategies and comprehensive financial solutions to guide you through the complexities of your financial journey. Let Merrill Lynch Financial Advisor David S McGaughey assist you in reaching your financial goals and priorities.

Merrill Lynch Financial Advisor Jeffrey Bannon, located at 250 Main Street, Lafayette, Indiana, United States, is a leading finance institution dedicated to providing exemplary client service. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team, supported by the global resources of Merrill, is comprised of talented individuals committed to building strong client relationships based on trust and personalized service. The MBNB Wealth Management Group team offers a personalized approach that focuses on your goals and priorities, putting you at the center of the planning process. With access to the global investing capabilities of Merrill and banking solutions from Bank of America, the team can assist you in identifying and prioritizing personal goals such as education funding, retirement planning, health care costs, and wealth preservation. The team will work with you to develop a personalized financial strategy aligned with your goals.

Edward Jones - Financial Advisor: Jeremy McKitrick III, CRPC™ is a reputable finance institution located at 1221 South Creasy Lane in Lafayette, Indiana, United States. With Jeremy McKitrick III, a Certified Retirement Planning Counselor™, at the helm, clients can expect personalized and professional financial advice tailored to their unique goals and needs. Whether you are planning for retirement, investing for the future, or seeking wealth management services, Edward Jones is dedicated to helping you achieve your financial objectives. Contact Jeremy McKitrick III today to start securing your financial future.

Lafayette Wealth Management Group - David Sharp is a finance institution located at 2920 Conservation Club Road in Lafayette, Indiana, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships based on trust and transparency, we provide comprehensive financial planning, investment management, and retirement planning services. Contact us today to learn how we can help you secure your financial future.

Joseph Drury - Financial Advisor at Ameriprise Financial Services, LLC is located at 839 Main Street in Lafayette, Indiana. As a dedicated financial advisor, Joseph Drury offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on individualized strategies and long-term success, Joseph Drury provides expert guidance in areas such as retirement planning, wealth management, and investment strategies. Trust Joseph Drury and Ameriprise Financial Services, LLC to help you secure your financial future.

David Vorbeck is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 839 Main Street in Lafayette, Indiana, United States. David holds several prestigious 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®. These certifications demonstrate David's expertise and commitment to providing comprehensive financial planning services to individuals and businesses. Whether you are looking for retirement planning, estate planning, investment management, insurance advice, or assistance with special needs planning, David Vorbeck has the knowledge and experience to help you achieve your financial goals. Contact David Vorbeck at Ameriprise Financial Services, LLC for personalized wealth management solutions tailored to your unique needs.

MJM Financial Group is a reputable finance institution located at 5440 Lafayette Road in Indianapolis, Indiana, United States. With a focus on providing top-notch financial services, we pride ourselves on our commitment to helping individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to offering personalized solutions and expert advice to ensure our clients' financial success. Whether you are looking for investment opportunities, retirement planning, or assistance with managing your finances, MJM Financial Group is here to help. Visit us today to learn more about how we can assist you in reaching your financial objectives.

Mariner Finance is a financial institution located at 2605 Maple Point Drive in Lafayette, Indiana, United States. Specializing in personal loans and financial services, Mariner Finance offers a range of lending solutions to help individuals achieve their goals and manage their finances effectively. With a focus on customer service and competitive rates, Mariner Finance is committed to providing reliable and trustworthy financial assistance to the community. Visit us today to learn more about our services and how we can help you reach your financial objectives.

Heights Finance is a reputable financial institution located at 3613 South 18th Street in Lafayette, Indiana. As a leading provider of financial services in the United States, Heights Finance offers a wide range of products and solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to customer service, Heights Finance is dedicated to providing personalized and effective financial solutions to meet the needs of their clients. Whether you are looking for a loan, investment advice, or assistance with managing your finances, Heights Finance is here to help. Visit their office today to learn more about how they can assist you with your financial needs.

CVS is a multi-purpose institution located at 2806 Old U.S. 231 in Lafayette, Indiana, United States. This versatile establishment serves as a clothing store, convenience store, drugstore, food market, health and wellness center, and liquor store all in one convenient location. With a wide range of products and services available, CVS is the go-to destination for all your shopping needs. Whether you're looking for everyday essentials, prescription medications, fresh groceries, or a bottle of wine, CVS has you covered. Visit us today to experience the convenience and variety that CVS has to offer.

RME Insurance is a trusted Indiana insurance agency located at 2812 Main Street in Lafayette. Since 1931, our locally owned agency has been providing top-quality insurance solutions for individuals and businesses in the area. Owned by Robert Reef and Matt Bryan, RME Insurance is proud to be a member of the Keystone Insurers Group, giving us access to a wide range of insurance companies and services. At RME Insurance, we understand the importance of financial security and peace of mind for our clients. Whether you're looking for health insurance or coverage for your business, we are here to help you make smart decisions and protect you from the unexpected. Our personalized approach ensures that you get the coverage you need at a price that fits your budget.

Craig Whitlock - State Farm Insurance Agent is located at 750 Park East Boulevard in Lafayette, Indiana, United States. Situated between the Wal-Mart on 26 and the Work One Building near McCarty Lane, this insurance agency is dedicated to helping individuals navigate the complexities of insurance and financial planning. Driving on rural roads may seem serene, but it comes with its own set of risks, especially when sharing the road with farm vehicles. Craig Whitlock offers tips to stay safe while driving in the countryside. Additionally, the agency provides insights on the role of financial advisors and when individuals may need their services.

Kroger Money Services at 2513 Maple Point Drive in Lafayette, Indiana offers convenient financial services to help you manage your money easily. Whether you need to cash a check, send funds, or pay bills, we've got you covered. With our Money Services Express, you can set up bill payments online and complete them in store quickly. Visit us at the Pay Less supermarket in the Tippecanoe Mall, where you can also use your debit card to get cash in hand. Our location is easily accessible by public transportation, with a covered bus stop right in front of the store. Come see us at Kroger Money Services for all your financial needs in Lafayette.

Nguyen Income Tax & Travel is a reputable travel agency located in Indianapolis, Indiana, United States. Our expert team specializes in helping clients plan and book their dream vacations, ensuring a smooth and enjoyable travel experience. In addition to our travel services, we also offer income tax assistance to help individuals and businesses navigate the complexities of tax season. With a commitment to exceptional customer service and attention to detail, Nguyen Income Tax & Travel is your one-stop destination for all your travel and financial needs. Contact us today to start planning your next adventure or to get help with your tax obligations.

Ivy Tech Community College Monticello is a university located at 1017 O'Connor Boulevard in Monticello, Indiana, United States. Serving Benton, Carroll, Clinton, Fountain, Montgomery, Newton, Tippecanoe, Warren, and White counties, Ivy Tech offers skills training classes to help individuals prepare for industry certifications, learn new skills, or meet professional needs. The institution also offers a two-week summer program for high school students in the Greater Lafayette Region, providing hands-on experiences, site visits, and opportunities to connect with industry leaders. Ivy Tech has received funding to expand its nursing program to meet the growing demand for registered nurses in the healthcare industry. With employment projections showing a 16% growth in the field, a nursing career at Ivy Tech can make a real difference in people's lives. Additionally, Ivy Tech has partnered with Saab to offer a program for employees to enhance skills and earn college credits.

First Merchants Bank in Lafayette, Indiana, located at 2504 Teal Road, offers a wide range of personal and commercial banking services. Our friendly staff is available during regular office hours to assist customers with any banking needs or questions. Whether you are looking to open a new checking or savings account, apply for a mortgage or credit card, or access commercial banking services for your business, First Merchants Bank is here to help. Our Teal Road location also offers a drive-up ATM for convenient access to your funds. With online and mobile banking options available, managing your finances has never been easier. Visit us today and experience quality banking services with optimal convenience. Remember to protect yourself from potential scams by contacting our Customer Care team if you receive any unexpected requests for personal or financial information.

Old National Bank, located at 140 South Creasy Lane in Lafayette, Indiana, is a full-service financial institution offering a range of banking and finance services. As an ATM, bank, and finance provider, Old National Bank is committed to helping individuals and businesses achieve their financial goals. Please note that Old National Bank provides referrals to financial professionals of LPL Financial LLC, with whom they have an agreement to receive payment for these referrals. This may create a conflict of interest, but it is important to know that the Financial Institution is not a current client of LPL for brokerage or advisory services.

Security Federal Savings Bank Investment Division is a trusted financial institution located at 3920 McCarty Lane in Lafayette, Indiana, United States. As a division of Security Federal Savings Bank, we specialize in providing personalized investment services to help our clients achieve their financial goals. Our team of experienced financial advisors is dedicated to helping you navigate the complexities of the investment world and develop a customized investment strategy that suits your individual needs. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, our Investment Division is here to help you every step of the way. Trust Security Federal Savings Bank Investment Division to help you secure your financial future.

Chase Bank, located at 3420 State Rd 26 E in Lafayette, Indiana, United States, is a financial institution offering a range of services including ATM access, banking, and finance. With a team of business professionals specializing in improving cash flow, providing credit solutions, and managing payroll, Chase also offers online and mobile services, business credit cards, and payment acceptance solutions tailored for businesses. Investing through J.P. Morgan Wealth Management, a business of JPMorgan Chase & Co., involves market risk and there is no guarantee of achieving investment objectives. Chase Private Client offers banking and investment products subject to approval. Member FDIC.

Perez & Perez Bankruptcy is a reputable finance and legal institution located at 133 North 4th Street in Lafayette, Indiana, United States. Specializing in bankruptcy law, our team of experienced lawyers are dedicated to helping individuals and businesses navigate the complexities of financial distress. With a commitment to providing personalized and professional service, Perez & Perez Bankruptcy is here to guide clients through the process of filing for bankruptcy and finding a path towards financial stability. Contact us today to schedule a consultation and learn more about how we can assist you in achieving a fresh start.

Cox & Company is a reputable accounting and finance institution located at 935 Mezzanine Drive in Lafayette, Indiana, United States. With a team of experienced professionals, Cox & Company offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual or a business looking for expert financial guidance, Cox & Company is dedicated to providing personalized solutions to help you achieve your financial goals. Visit us today to learn more about how we can assist you in managing your finances effectively.

Edward Jones is a reputable finance institution located at 1421 Union Street in Lafayette, Indiana, United States. With a strong commitment to personalized service and investment expertise, Edward Jones helps individuals and families achieve their financial goals through a range of services including retirement planning, wealth management, and insurance solutions. Their team of experienced financial advisors work closely with clients to create customized investment strategies tailored to their unique needs and objectives. Visit Edward Jones at their Union Street location to start planning for a secure financial future today.

Oak Partners, Inc. is a reputable finance institution located at 635 South Earl Avenue in Lafayette, Indiana, United States. With a team of experienced financial advisors, Oak Partners, Inc. offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, Oak Partners, Inc. is committed to providing personalized solutions tailored to your specific needs. Trust Oak Partners, Inc. to help you navigate the complex world of finance and secure your financial future.

Raymond James & Associates is a finance institution located at 201 Main Street in Lafayette, Indiana, United States. Specializing in investment services, financial planning, and wealth management, Raymond James & Associates offers personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, they provide expert advice and guidance to individuals, families, and businesses looking to grow and protect their assets. Whether you are planning for retirement, saving for college, or investing for the future, Raymond James & Associates is dedicated to helping you make informed decisions and secure your financial future.

The Schamber Group is a reputable finance institution located at 3526 Osborne Drive in Lafayette, Indiana, United States. With a strong focus on providing expert financial services and guidance, The Schamber Group is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, The Schamber Group offers personalized solutions tailored to your specific needs. Trust in The Schamber Group to provide reliable and professional financial advice to help secure your financial future.

Fenoglio - Schrader - Stapleton Group - Morgan Stanley is a leading finance institution located at 415 Columbia Street in Lafayette, Indiana, United States. With a strong reputation for excellence in financial services, the institution offers a wide range of investment and wealth management solutions to individual and corporate clients. Their dedicated team of professionals provides expert guidance and personalized strategies to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Fenoglio - Schrader - Stapleton Group - Morgan Stanley is committed to delivering top-notch service and results.

Fraley & Associates LLC is a reputable accounting and finance firm located at 2200 Natalie Lane in Lafayette, Indiana, United States. With a team of experienced professionals, they offer a wide range of services to help individuals and businesses manage their financial affairs effectively. Whether you need assistance with tax preparation, financial planning, or bookkeeping, Fraley & Associates LLC has the expertise to meet your needs. Their commitment to providing top-notch service and personalized solutions sets them apart in the industry.

Ryan Campbell - Northwestern Mutual is a leading finance institution located at 3530 South Street in Lafayette, Indiana, United States. Our team of financial advisors is dedicated to helping clients achieve their financial goals through personalized planning and investment strategies. With a focus on long-term financial security, we provide comprehensive services including retirement planning, investment management, and insurance solutions. Trust in Ryan Campbell - Northwestern Mutual to guide you towards a secure financial future.

Huth Thompson LLP is an accounting and finance institution located at 415 Columbia Street in Lafayette, Indiana, United States. Our online apps make it easy to conduct business with us. Please note that the 5th St. parking garage is under construction, but clients can use the 7th St. garage. Our team builds authentic personal relationships with clients to go beyond transactions and provide experienced assurance services on financial statements. We offer deep analysis and strategic guidance to help you make smart business decisions and grow your business. Our skilled team can assist with tax implications of buying or selling real property and manage your books so you can focus on your work. We also provide resources for managing business debt effectively and balancing technology with human-centric approaches. With our tips, your small business can survive supply chain disruptions and emerge stronger. Additionally, we can help you curate a holiday feast menu to accommodate all dietary preferences and restrictions. Focus on the wellness of your business, body, and mind with Huth Thompson LLP.

First Merchants Bank in West Lafayette, Indiana is a trusted financial institution offering a wide range of personal and commercial banking services. Located at 2329 North Salisbury Street, customers can visit the bank in person or utilize the convenient drive-through service. The friendly staff is available to assist with ATM transactions, safe deposit boxes, and other banking needs during normal business hours. For added convenience, there is a drive-up ATM and a night drop box for after-hours deposits. Personal banking services at First Merchants Bank include checking and savings accounts, debit cards, credit cards, mortgage services, home equity lending, and auto lending. Customers can also access mobile and online banking platforms for easy management of their finances on the go. For businesses, the bank offers small business solutions, treasury management, and lending expertise to help businesses thrive. Setting up a checking or savings account, applying for a business credit card, and accessing banking tools can all be done at the West Lafayette branch or online.