Small business financial planning in Crown Point, IN
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Mary Haluska - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedMary Haluska is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1401 East Greenwood Avenue, Crown Point, Indiana, United States. She holds various certifications such as 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®. Mary Haluska provides expert financial advice and services in asset management, retirement planning, estate planning, investment strategies, and more. She is dedicated to helping individuals, retirees, small business owners, and high net worth clients achieve their financial goals through personalized and comprehensive financial planning.
1401 E Greenwood Ave Ste 400, Crown Point, IN 46307, United States -
Sara E Green - Financial Advisor, Ameriprise Financial Services, LLC
● OpenSara E Green is a Financial Advisor at Ameriprise Financial Services, LLC located at 11480 Broadway, Crown Point, Indiana, United States. Sara has multiple 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 Sara's expertise in various areas of financial planning including asset management, estate planning, retirement planning, investment management, and more. Sara is dedicated to providing personalized and comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Sara E Green for all your financial planning needs.
11480 Broadway, Crown Point, IN 46307, United States -
Joseph Foster - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJoseph Foster is a Financial Advisor at Ameriprise Financial Services, LLC, located at 11480 Broadway in Crown Point, Indiana, United States. Joseph holds several prestigious certifications, including the 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 Joseph's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Joseph Foster has the knowledge and skills to help you achieve your financial goals.
11480 Broadway, Crown Point, IN 46307, United States -
Mlynarczyk, Musleh & Co.
● ClosedMlynarczyk, Musleh & Co. is a reputable accounting and finance institution located at 584 North Indiana Avenue in Crown Point, Indiana, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, auditing, consulting, and financial planning. We are dedicated to helping our clients achieve their financial goals and navigate the complexities of the financial world with confidence and ease. Visit us today to see how we can assist you with your accounting and finance needs.
584 N Indiana Ave, Crown Point, IN 46307, United States -
Michele M Kovac CPA LLC
● ClosedMichele M Kovac CPA LLC is an accounting and finance institution located at 1233 East North Street in Crown Point, Indiana, United States. They offer a wide range of services including personal tax preparation for items such as W-2s, 1099s, mortgages, stocks, gambling winnings, itemized medical costs, capital gains, and other deductions. They also provide small business services and assistance with trust inheritance. For small businesses, filing as part of a personal return can save time and money, while their proven method for loan documentation can help secure financing. They specialize in rental property reporting and depreciation methods to maximize returns. Additionally, they offer free check-ups for eligibility on missed payments.
1233 E North St, Crown Point, IN 46307, United States -
KBCPA Accounting
● ClosedKBCPA Accounting is a reputable accounting and finance institution located at 946 South Court Street in Crown Point, Indiana, United States. Our team of experienced professionals offers a wide range of accounting services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and more. With a commitment to excellence and personalized service, KBCPA Accounting is dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting needs.
946 S Court St, Crown Point, IN 46307, United States -
Bob Oderwald - State Farm Insurance Agent
● ClosedWelcome to Bob Oderwald - State Farm Insurance Agent, proudly serving the Dyer, Indiana community and the entire state! Conveniently located at the strip mall on the northeast corner of Joliet Street (Route 30) and Great Lakes Road, our agency is dedicated to providing personalized and comprehensive insurance solutions tailored to your needs. With over 80 years of combined insurance experience, our knowledgeable team is here to guide you through a range of insurance products, including Car/Auto, Homeowners, Renters, Condo, Life, and Business/Commercial Insurance, among others. As a 3rd generation State Farm Agent, Bob Oderwald has been committed to making a difference since 1985, ensuring that you receive the protection you need for what matters most.
1131 Joliet Street, Dyer, Indiana 46311, United States -
Adam Hage - State Farm Insurance Agent
● ClosedWelcome to Adam Hage - State Farm Insurance Agent, your trusted partner for comprehensive insurance solutions in Saint John, Indiana, and beyond. Located at 9465 Joliet Street, our agency is dedicated to providing exceptional service and quality insurance coverage to individuals and businesses across Illinois, Indiana, Missouri, Wisconsin, and Michigan. Adam Hage, a passionate State Farm Agent, began his career as a Catastrophe claims representative after graduating from Bradley University. With roots in Bloomington, Illinois, and extensive experience living in Chicago and its southern suburbs, Adam opened his first office in 2012. Since then, the Hage Insurance Agency has grown, now proudly serving the Saint John community where Adam resides with his family.
9465 Joliet Street, Saint John, Indiana 46373, United States -
Danny DiTola - State Farm Insurance Agent
● ClosedWelcome to Danny DiTola - State Farm Insurance Agent, your trusted local insurance agency located at 2449 45th Street, Highland, Indiana. Since 2009, we have proudly served the communities of Indiana, Michigan, and Illinois, building strong relationships with residents and local businesses alike. Our mission is to help you design personalized insurance and financial service plans that protect you from the unexpected and secure your future goals. We specialize in a wide range of insurance products, including auto, home, life, renters, and small business insurance. Our dedicated team is here to provide comprehensive conversations to ensure you receive the protection you and your family need. Whether you're new to Northwest Indiana or seeking a fresh perspective on your insurance needs, we're committed to helping you uncover areas of concern and achieve your goals.
2449 45th Street, Highland, Indiana 46322, United States -
Aron Schuhrke - State Farm Insurance Agent
● ClosedWelcome to Aron Schuhrke - State Farm Insurance Agent, your trusted local insurance agency located at 707 East Commercial Avenue, Lowell, Indiana. With over 18 years of dedicated service, Aron Schuhrke and his experienced team are committed to meeting the diverse insurance needs of our community in Lowell and throughout Northwest Indiana, including Lake, Porter, Jasper, and Newton Counties, as well as the Chicago-land area. At our agency, we prioritize our customers' needs, offering comprehensive insurance solutions that protect what matters most to you. Whether you need coverage for your home, auto, life, or business, we are here to provide personalized plans that fit your unique requirements. Our team takes pride in delivering exceptional customer service, ensuring that you receive quality support every step of the way.
707 East Commercial Avenue, Lowell, Indiana 46356, United States -
Fifth Third Bank & ATM
● ClosedWelcome to Fifth Third Bank & ATM, your trusted financial partner located conveniently at 310 East Joliet Street, Crown Point, Indiana 46307. As a leading bank in the area, we are dedicated to providing exceptional financial services tailored to meet your unique needs. Our comprehensive range of services includes personal and business banking, loans, investment solutions, and more. Whether you’re looking to manage your everyday banking needs, plan for the future, or access cash quickly and securely, our state-of-the-art ATM is available 24/7 for your convenience. Our friendly and professional team is committed to delivering personalized service and expert financial guidance to help you achieve your financial goals. Visit us today and experience the Fifth Third difference!
310 East Joliet Street, Crown Point, Indiana 46307, United States -
Dominic Candeloro - State Farm Insurance Agent
● ClosedWelcome to Dominic Candeloro's State Farm Insurance Agency, located in the heart of Crown Point, Indiana. We are dedicated to serving the insurance needs of the families and businesses in our community. Our agency offers a comprehensive range of insurance products, including individual, family, and business insurance policies, to help protect you from life's uncertainties. Our team of experienced and friendly insurance professionals are proud residents of Lake County, and we are committed to providing personalized service to our diverse clientele. Whether you're looking for auto, homeowners, life, or renters insurance, we have options tailored to fit your unique needs. As the largest auto insurance provider in the U.S., State Farm offers competitive rates and the opportunity to save by bundling auto and home policies.
81 West 112th Avenue, Crown Point, Indiana 46307, United States -
Farmers Insurance - Donald Matthews
● ClosedWelcome to Farmers Insurance - Donald Matthews, your trusted insurance agency located at 1151 Troutwine Road, Crown Point, Indiana. As your local Farmers® agent, Donald Matthews is committed to helping you identify the insurance coverage that best suits your needs. With a straightforward and personalized approach, Donald ensures you become smarter about insurance. Whether you need auto, home, renters, business insurance, or more, you can rely on his knowledge and experience to guide you through your coverage options. Navigating the complexities of insurance can be daunting, but you don't have to do it alone. Donald is here to demystify the process, offering guidance on comprehensive coverage, collision coverage, deductibles, medical payments, and more. Start with an online auto insurance quote and explore discounts that could help you save.
1151 Troutwine Road, Crown Point, Indiana 46307, United States -
Brian Rice - State Farm Insurance Agent
● ClosedWelcome to Brian Rice - State Farm Insurance Agent, your trusted partner for comprehensive insurance solutions in Crown Point, Indiana. Conveniently located at 7570 East 109th Avenue, our agency is dedicated to providing personalized service and expert guidance to meet all your insurance needs. With over 20 years of experience with State Farm and a passion for educating our clients, Brian Rice and his team are committed to helping you understand your coverage options. We specialize in Auto, Renters, Condo, Homeowners, Life, Health, and Small Business Insurance, ensuring that you and your loved ones are well-protected.
7570 East 109th Avenue, Crown Point, Indiana 46307, United States -
Farmers Insurance - Kim Puskar
● ClosedWelcome to Farmers Insurance - Kim Puskar, your trusted local insurance agency located at 8135 East 109th Avenue, Crown Point, Indiana. As your dedicated Farmers® agent, Kim Puskar is here to help you navigate the sometimes complex world of insurance, offering personalized and straightforward guidance to ensure you have the coverage that best fits your needs. Whether you're looking for auto, home, renters, business, or life insurance, Kim Puskar has the knowledge and experience to assist you in understanding your options. With over 80 years of providing reliable insurance products, Farmers® is committed to being there for you when you need it most.
8135 East 109th Avenue, Crown Point, Indiana 46307, United States
- Financial advisor
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- small business financial planning in Dyer
- small business financial planning in Highland
- small business financial planning in Lowell
- small business financial planning in Saint John
List of local businesses, places and services in Indiana
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