TOP 10 Retirement strategies in Michigan City, IN
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The Horton Group
● OpenThe Horton Group, located at 100 East Wayne Street in South Bend, Indiana, is a health insurance agency that specializes in helping businesses understand their risks and liability. They work with clients to create customized insurance coverage policies that protect their assets and financial well-being. With a focus on lowering the true cost of risk, The Horton Group offers comprehensive and innovative solutions to protect businesses from complex challenges. Their team of experts understands the unique risks and opportunities facing different industries, providing tailored insurance options to meet each client's specific needs. In the ever-changing healthcare industry, they offer guidance on the best choices for employee benefits and member coverage.
100 E Wayne St Suite 510, South Bend, IN 46601, United States -
Edward Jones - Financial Advisor: Jessica L Blumenfeld
● OpenEdward Jones - Financial Advisor: Jessica L Blumenfeld is a trusted financial institution located at 401 Washington Street in Michigan City, Indiana. With a focus on personalized financial planning and investment strategies, Jessica L Blumenfeld is dedicated to helping clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Jessica L Blumenfeld offers expert advice and guidance to help you make informed decisions. With a commitment to excellent customer service and a deep understanding of the financial market, Edward Jones - Financial Advisor: Jessica L Blumenfeld is a reliable partner in helping you secure your financial future.
401 Washington St Suite B, Michigan City, IN 46360, United States -
Ben Finan, 1st Source Asset Advisors
● OpenBen 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.
100 N Michigan St, South Bend, IN 46601, United States -
Billie Treber, 1st Source Asset Advisors
● OpenBillie 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.
100 N Michigan St, South Bend, IN 46601, United States -
Merrill Lynch Financial Advisor Jennifer A Holland
● OpenMerrill 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.
10800 N Michigan Rd, Zionsville, IN 46077, United States -
Indy Wealth Planning Group
● OpenIndy 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.
127 E Michigan St STE 120, Indianapolis, IN 46204, United States
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