TOP 30 Best Personalized wealth management in Michigan City, Indiana

Ethos Insurance & Risk Management, located at 105 Lincolnway in Valparaiso, Indiana, is an independent insurance agency dedicated to providing a wide range of insurance solutions for businesses and individuals. Our team of experts works closely with clients to help them make informed decisions to protect their assets and plan for the future. Whether you need home, car, business, life, or disability insurance, we have you covered. We serve clients in Valparaiso, Munster, Michigan City, Rensselaer, and many other areas in Indiana, as well as throughout the United States. Visit us in person or fill out our online form to speak with one of our insurance professionals today.

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.

Welcome to Christina Steele Real Estate, your trusted partner for all your real estate needs in Michigan City, Indiana. Conveniently located at 517 Franklin Street, our agency is dedicated to providing exceptional service in buying, selling, and managing properties. As a seasoned real estate agent, manager, and realtor, Christina Steele brings a wealth of experience, local market knowledge, and a commitment to client satisfaction. Whether you're a first-time homebuyer, looking to sell your property, or seeking expert property management services, Christina Steele Real Estate is here to guide you every step of the way. Our personalized approach ensures that each client's unique needs and goals are met with professionalism and integrity.

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.

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.

Dickerson Wealth Advisers is a leading finance institution located at 11622 North Michigan Road in Zionsville, Indiana, United States. With a focus on providing personalized and comprehensive wealth management services, our team of experienced advisors is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Dickerson Wealth Advisers offers tailored solutions to meet your needs. Trust us to guide you towards a secure financial future.

Indy Wealth Planning Group is a reputable financial institution located at 127 East Michigan Street in the heart of Indianapolis, Indiana. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth planning strategies. Whether you are looking to build your savings, plan for retirement, or invest in the future, we are here to provide expert guidance and support every step of the way. Trust Indy Wealth Planning Group to help you secure a brighter financial future.

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.

H&R Block is a renowned accounting and finance institution located at 513 West Michigan Street in New Carlisle, Indiana, United States. With a strong reputation for providing expert tax preparation services and financial guidance, H&R Block is a trusted resource for individuals and businesses alike. Their team of professionals is dedicated to helping clients navigate the complexities of tax laws and financial planning, ensuring they maximize their financial potential. Whether you need assistance with tax filing, financial consulting, or investment strategies, H&R Block is committed to providing top-notch service and expertise.

Welcome to Kayla Spears, FNP, your trusted healthcare provider in Michigan City, Indiana. Conveniently located at 6923 West 400 North, our practice is dedicated to offering exceptional medical care with a personal touch. As a Family Nurse Practitioner, Kayla Spears brings a wealth of experience and a compassionate approach to meet the diverse health needs of individuals and families in our community. At Kayla Spears, FNP, we prioritize your well-being by providing a wide range of healthcare services, including routine check-ups, preventive care, management of chronic conditions, and personalized treatment plans. Our patient-centered approach ensures that you receive the highest quality of care in a warm and welcoming environment.

Welcome to 1st Source Bank, your trusted partner in financial services located conveniently at 848 West Michigan Street, New Carlisle, Indiana. Serving the community with dedication and integrity, we offer a comprehensive range of banking solutions tailored to meet your personal and business needs. Whether you're looking for a reliable ATM for quick cash withdrawals or seeking expert financial advice for your future plans, our friendly and professional team is here to assist you. At 1st Source Bank, we pride ourselves on our customer-focused approach, ensuring personalized service and innovative financial solutions. Visit us today and experience banking that puts you first.

Welcome to Jeff Tucker - State Farm Insurance Agent, your trusted local insurance agency located at the corner of 173rd Street and Kennedy Avenue in Hammond, Indiana, near Hessville Park. With a strong commitment to serving the community, Jeff Tucker and his dedicated team are here to assist you with all your insurance and financial needs. As a graduate of Olivet Nazarene University and the John Marshall Law School, Jeff brings a wealth of knowledge and experience to the table. He is passionate about helping families and individuals find the right coverage at the right price, ensuring peace of mind for life's unexpected events.

H&R Block is a well-known accounting and finance institution located at 4315 Franklin Street in Michigan City, Indiana, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and accounting assistance. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and personalized solutions to help you achieve your financial goals. Visit us today to learn more about how we can assist you with all of your accounting and finance needs.

Welcome to Woodforest National Bank, conveniently located at 5780 Franklin Street in Michigan City, Indiana. As a trusted financial institution, we are dedicated to providing exceptional banking and financial services to our community. At Woodforest National Bank, we offer a comprehensive range of services designed to meet your personal and business financial needs. Whether you are looking to open a checking or savings account, secure a loan, or explore investment opportunities, our friendly and knowledgeable staff are here to assist you every step of the way. We pride ourselves on delivering personalized service with a focus on building lasting relationships with our customers. Visit us today and experience the commitment to excellence that sets Woodforest National Bank apart. Your financial success is our priority.

Edward Jones - Financial Advisor: Kayla M Buckmaster is a trusted financial institution located at 411 North Franklin in Michigan City, Indiana, United States. Specializing in finance, Kayla M Buckmaster offers personalized financial advice and services to help clients achieve their financial goals. With a strong commitment to integrity and professionalism, Edward Jones - Financial Advisor: Kayla M Buckmaster is dedicated to providing top-notch financial guidance and support to individuals and families in the Michigan City area.

Edward Jones - Financial Advisor: Michael R Kopec is a reputable finance institution located at 8809 West 400 North in Michigan City, Indiana, United States. As a trusted financial advisor, Michael R Kopec provides personalized investment and financial planning services to help clients achieve their financial goals. With a commitment to exceptional service and a focus on building long-term relationships, Edward Jones - Financial Advisor: Michael R Kopec is dedicated to helping individuals and families secure their financial futures.

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.

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™ 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.

Edward 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.

Nicholas Raymond Powers is a trusted financial advisor at Ameriprise Financial Services, LLC located at 3340 Hickory Road in Mishawaka, Indiana. With years of experience and expertise in the finance industry, Nicholas is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you need assistance with retirement planning, investment strategies, or wealth management, Nicholas is committed to providing personalized and comprehensive financial guidance. Contact Nicholas Raymond Powers at Ameriprise Financial Services, LLC for expert financial advice and support.

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.

Edward Jones - Financial Advisor: Todd Clady is a reputable finance institution located at 1226 South Michigan Street in Plymouth, Indiana, United States. As a trusted financial advisor, Todd Clady provides personalized investment strategies and financial planning 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: Todd Clady is committed to helping individuals and families secure their financial futures.

Edward Jones - Financial Advisor: Craig M Wilson, CFP® is a reputable financial institution located at 111 North Michigan Street in Plymouth, Indiana, United States. Specializing in providing personalized financial planning services, Craig M Wilson, a Certified Financial Planner, offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or build a diversified investment portfolio, Edward Jones - Financial Advisor: Craig M Wilson, CFP® is committed to providing top-notch financial solutions tailored to your specific needs. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions with the support of Craig M Wilson and his team.

Welcome to Marina Klein, Realtor - Blackrock Real Estate Services, your trusted partner in real estate located in the heart of Michigan City, Indiana. Situated at 624 Franklin Street, our office is dedicated to providing exceptional real estate services with a personal touch. Marina Klein, a seasoned real estate professional, brings a wealth of experience and local market knowledge to help you navigate the buying, selling, or investing process with ease and confidence. At Blackrock Real Estate Services, we understand that real estate transactions are more than just business; they are personal. That's why we are committed to offering personalized solutions tailored to meet your unique needs and goals. Whether you're a first-time homebuyer, looking to sell your property, or seeking investment opportunities, Marina Klein will guide you every step of the way with integrity, transparency, and a deep commitment to client satisfaction.

First Merchants Bank in Carmel, Indiana, offers a wide range of personal and commercial banking services to meet the needs of our customers. Located at 10210 North Michigan Road, our friendly staff is always ready to assist with opening new accounts, applying for loans, and providing expert financial advice. Whether you need a checking account, mortgage services, or business solutions, First Merchants Bank is here to help. Our convenient drive-through banking and online services make managing your finances easy and accessible. Trust First Merchants Bank for quality banking services and exceptional customer care.

Double Eagle Insurance, located at 2305 West Michigan Street in Evansville, Indiana, is a finance and insurance agency that takes a unique and innovative approach to providing you with the protection you need. With a strong focus on getting to know you and your specific needs, Double Eagle Insurance is committed to going above and beyond to keep what's important to you safe. With deep roots in the Evansville and Newburgh areas, the team at Double Eagle Insurance believes in serving the community and offering insurance solutions that are tailored to your individual situation. They are not afraid to think outside the box and find new ways to approach insurance and protection, ensuring that you receive the coverage that is right for you.

GenTech Associates, Inc is a reputable accounting and finance institution located at 11644 North Michigan Road in Zionsville, Indiana, United States. With a team of experienced professionals, GenTech Associates, Inc offers a wide range of financial services to individuals and businesses, including tax preparation, auditing, financial planning, and more. Their commitment to excellence and personalized service sets them apart as a trusted partner in helping clients achieve their financial goals.

Welcome to Chase Bank, conveniently located at 4365 Franklin Street, Michigan City, Indiana. As a trusted leader in banking and finance, we offer a wide range of services to meet your financial needs. Whether you're looking for a reliable ATM, comprehensive banking solutions, or expert financial advice, Chase Bank is here to help. Explore our diverse selection of checking accounts to find the one that suits you best. New customers can take advantage of our special Chase Total Checking® offer, designed to provide exceptional value. Enjoy the convenience of making purchases with your debit card and manage your finances on the go using your phone, tablet, or computer.

Gibson is a trusted institution located at 202 South Michigan Street in South Bend, Indiana, United States. Specializing in finance, health, and insurance services, Gibson offers expert guidance and personalized solutions to meet the unique needs of each client. With a team of experienced professionals, Gibson is committed to providing top-notch service and ensuring the financial security and well-being of individuals and businesses alike. Visit Gibson today to experience the difference in quality and reliability.