Small business financial planning in South Bend, IN
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Scott Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedScott Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 205 West Jefferson Boulevard in South Bend, Indiana, United States. Scott Smith holds various certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate Scott Smith's expertise in asset management, retirement planning, estate planning, investment management, and financial planning for various client needs. With a commitment to ethics and continuing education, Scott Smith provides comprehensive financial services to individuals, retirees, small business owners, and high net worth clients.
205 W Jefferson Blvd Ste 402, South Bend, IN 46601, United States -
Rich Was - State Farm Insurance Agent
● ClosedRich 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.
2030 S Bend Ave, South Bend, IN 46637, United States -
Patsy Sears - State Farm Insurance Agent
● ClosedPatsy Sears - State Farm Insurance Agent is a trusted insurance agency located at 14500 State Rd 23 in Granger, Indiana. Our dedicated team provides personalized coverage options for auto, home, life, health, business, motorcycle, renters, condos, commercial auto, and small business insurance. We also offer banking services to meet your financial needs. We proudly serve the communities of Mishawaka, South Bend, Elkhart, Niles, Buchanan, Edwardsburg, and Cassopolis. Our team is committed to offering friendly guidance and caring support for all your insurance needs. Whether you are looking to lower your auto insurance expenses, protect your home, or plan for your family's future, we are here to help.
14500 State Rd 23 #1, Granger, IN 46530, United States -
Everwise Credit Union
● ClosedEverwise Credit Union is a trusted financial institution located at 1930 East Ireland Road in South Bend, Indiana. As a credit union, we offer a wide range of financial services to our members, including savings accounts, loans, and investment opportunities. Our convenient ATM services make it easy for members to access their funds anytime, anywhere. At Everwise Credit Union, we are committed to helping our members achieve their financial goals and secure their financial future. Join us today and experience the benefits of being a member of our community-focused institution.
1930 E Ireland Rd, South Bend, IN 46614, United States -
Fidelity Investments
● ClosedFidelity Investments is a leading financial institution located at 1234 North Eddy Street in South Bend, Indiana, United States. Specializing in finance, Fidelity Investments offers a wide range of investment services, including retirement planning, wealth management, and brokerage services. With a reputation for excellence and a commitment to helping clients achieve their financial goals, Fidelity Investments is a trusted partner for individuals and businesses alike. Visit us today to learn more about how we can help you secure your financial future.
1234 N Eddy St Ste 124, South Bend, IN 46617, United States -
Hahn|Walz P.C. Attorneys-At-Law
● ClosedHahn|Walz P.C. Attorneys-At-Law is a reputable law firm located at 509 West Washington Street in South Bend, Indiana. Our team of experienced attorneys specializes in a wide range of legal services, including criminal defense, family law, personal injury, and estate planning. We are dedicated to providing our clients with personalized and effective legal representation to help them navigate the complexities of the legal system. Whether you are facing a legal dispute or need assistance with estate planning, our team is here to help. Contact us today to schedule a consultation.
509 W Washington St, South Bend, IN 46601, United States -
Shreiner Robert L CPA
● OpenShreiner Robert L CPA is a reputable accounting and finance institution located at 218 West Washington Street in South Bend, Indiana. With years of experience and expertise in the field, they offer a wide range of services to help individuals and businesses manage their finances effectively. From tax preparation to financial planning, Shreiner Robert L CPA is dedicated to providing top-notch services to meet their clients' needs. Visit them today to see how they can help you achieve your financial goals.
Fifth Third Bank Building, 218 W Washington St #300, South Bend, IN 46601, United States -
Coldwell Banker Real Estate Group
● ClosedColdwell Banker Real Estate Group is a reputable institution located at 1539 North Ironwood Road in South Bend, Indiana, United States. As a general contractor, real estate agency, and travel agency, they offer a wide range of services to meet all your needs. Whether you are looking to buy or sell a property, plan a vacation, or renovate your home, Coldwell Banker Real Estate Group has the expertise and resources to assist you every step of the way. With their professional staff and dedication to customer satisfaction, you can trust Coldwell Banker Real Estate Group to provide top-notch service and guidance for all your real estate and travel needs.
1539 N Ironwood Rd, South Bend, IN 46635, United States -
CFG Tax Service
● ClosedCFG Tax Service is a reputable finance institution located at 1400 East Angela Boulevard in South Bend, Indiana. With a team of experienced professionals, CFG Tax Service provides a wide range of tax services to individuals and businesses. Whether you need assistance with tax preparation, planning, or resolution, our experts are here to help. Trust CFG Tax Service for all your financial needs in South Bend, Indiana.
1400 E Angela Blvd, South Bend, IN 46617, United States -
Weidner and Company, PC
● OpenWeidner and Company, PC is a leading accounting and finance institution located at 1650 South Bend Avenue in South Bend, Indiana, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Whether you are a small business owner or an individual looking to manage your finances more effectively, Weidner and Company, PC is dedicated to providing personalized and professional service to meet your needs.
1650 S Bend Ave #100, South Bend, IN 46617, United States
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