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TOP 30 Tailored financial services in South Bend, IN
45 results found
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M & L Financial Solutions LLC / Wesolowski Insurance
M & L Financial Solutions LLC / Wesolowski Insurance is an insurance agency located on Indiana 23 in Granger, Indiana, United States. Wesolowski Insurance Agency LLC is dedicated to helping clients protect what matters most to them. With over 30 years of experience, their friendly and experienced staff work closely with clients to find insurance coverage tailored to their unique risks. They have won 14 ERIE Founder Awards, showcasing their commitment to exceptional customer service. The agency serves clients in South Bend, IN, Granger, IN, and surrounding communities, focusing on providing the right coverage for peace of mind. They offer a range of insurance options, including homeowners insurance that covers personal property, additional living expenses, and liability coverage. They also provide specialized coverage for valuable possessions, trampolines, pool accidents, and secondary homes.
First Merchants South Bend Commercial Lending Center
First Merchants South Bend Commercial Lending Center is a leading banking institution located at 207 North Main Street in South Bend, Indiana, United States. Specializing in commercial lending services, this center offers a wide range of financial solutions tailored to meet the needs of businesses in the local community. With a team of experienced professionals, First Merchants South Bend Commercial Lending Center is committed to providing personalized and strategic financial support to help businesses thrive and grow. Whether you are looking for a loan, line of credit, or other financial services, this institution is dedicated to helping you achieve your business goals. Visit us today to learn more about how we can assist you with your financial needs.
Church Accounting Services
Church Accounting Services is a reputable institution located at 540 Carroll Street in South Bend, Indiana, United States. Specializing in accounting and finance services specifically tailored for churches and religious organizations, our team of experienced professionals is dedicated to providing accurate and reliable financial guidance. Whether you need assistance with budgeting, payroll, tax preparation, or any other financial matter, Church Accounting Services is here to help. Trust us to handle your church's finances with the utmost care and expertise.
Dietz NextStage Financial Management LLC
Dietz NextStage Financial Management LLC is a finance institution located at 5775 Nimtz Parkway in South Bend, Indiana, United States. Specializing in providing comprehensive financial management services, our team of experts is dedicated to helping clients achieve their financial goals and secure their financial futures. With a focus on personalized service and tailored financial solutions, we strive to empower our clients to make informed decisions and maximize their financial potential. Contact us today to learn more about how we can help you reach your financial goals.
Mission Investment Services
Mission Investment Services is a finance institution located at 2025 Edison Road in South Bend, Indiana. We specialize in providing investment services tailored to clients who prioritize social and environmental impact alongside financial returns. Our team of experienced professionals is dedicated to helping individuals and organizations align their investments with their values and goals. Whether you are looking to grow your wealth sustainably or support causes you care about, Mission Investment Services is here to help you make a positive impact through your financial decisions.
Merrill Lynch Financial Advisor William E Simon
Merrill Lynch Financial Advisor William E Simon is a reputable finance institution located at 100 North Michigan Street in South Bend, Indiana, United States. As a trusted financial advisor, William E Simon offers expert guidance and personalized financial planning services to help clients achieve their financial goals. With a focus on providing tailored investment strategies and wealth management solutions, this institution is committed to helping individuals and businesses build and protect their financial futures. Trust Merrill Lynch Financial Advisor William E Simon for professional and reliable financial advice.
St Joseph Financial Services
St Joseph Financial Services is a reputable accounting and finance institution located at 1400 East Angela Boulevard in South Bend, Indiana. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the United States. From tax preparation to investment planning, we offer a wide range of services tailored to meet our clients' specific needs. Trust St Joseph Financial Services to help you navigate the complexities of the financial world with expertise and integrity.
Merrill Lynch Financial Advisor Christopher J Adams
Merrill Lynch Financial Advisor Christopher J Adams is a reputable financial institution located at 100 North Michigan Street in South Bend, Indiana, United States. As a finance institution, they provide expert financial advice and services to help individuals and businesses achieve their financial goals. Christopher J Adams and his team are dedicated professionals who offer personalized financial planning, investment management, and wealth management solutions tailored to each client's unique needs. With a focus on building long-term relationships based on trust and integrity, Merrill Lynch Financial Advisor Christopher J Adams is committed to helping clients secure their financial future.
Edward Jones - Financial Advisor: Kimberly E Thibodeau, AAMS™
Edward Jones - Financial Advisor: Kimberly E Thibodeau, AAMS™ is a reputable financial institution located at 5838 Brick Road, South Bend, Indiana, United States. Specializing in personalized financial planning and investment services, Kimberly E Thibodeau, AAMS™ offers expert advice and guidance to help clients achieve their financial goals and secure their future. With a focus on building long-term relationships based on trust and integrity, this institution provides tailored solutions to meet the unique needs of each individual or business. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Edward Jones - Financial Advisor: Kimberly E Thibodeau, AAMS™ is dedicated to helping you navigate the complexities of the financial world with confidence.
Edward Jones - Financial Advisor: Lindsey A Downey
Edward Jones - Financial Advisor: Lindsey A Downey is a reputable financial institution located at 2515 North Bendix Drive in South Bend, Indiana, United States. As a trusted advisor, Lindsey A Downey provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, Lindsey offers tailored investment strategies and expert advice to help clients navigate the complex world of finance. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Lindsey A Downey at Edward Jones is dedicated to helping you secure a strong financial future.
David W Grossnickle - Financial Advisor, Ameriprise Financial Services, LLC
David W Grossnickle - Financial Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 205 West Jefferson Boulevard in South Bend, Indiana, United States. As a financial advisor, David W Grossnickle provides expert guidance and personalized financial planning services to help clients achieve their financial goals. With Ameriprise Financial Services, LLC, clients can expect top-notch financial advice and strategies tailored to their individual needs. Whether you are planning for retirement, investing for the future, or managing your wealth, David W Grossnickle and his team are dedicated to providing comprehensive financial solutions to help you secure a stable financial future.
Douglas Gehrke - Financial Advisor, Ameriprise Financial Services, LLC
Douglas Gehrke - Financial Advisor, Ameriprise Financial Services, LLC, located at 511 East Colfax Avenue in South Bend, Indiana, offers a wide range of financial services and expertise. Douglas Gehrke holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his commitment to providing top-notch financial advice and management. Whether you need help with asset management, estate planning, retirement planning, or investment strategies, Douglas Gehrke has the knowledge and experience to assist you. Additionally, the institution offers specialized services for individuals in unique situations, such as domestic partners, seniors, and those going through a divorce. With a focus on ethics and continuous education, Douglas Gehrke ensures that clients receive the best possible financial guidance tailored to their specific needs.
Edward Jones - Financial Advisor: Leo E Priemer, CFP®|AAMS™
Edward Jones - Financial Advisor: Leo E Priemer, CFP®|AAMS™ is a reputable financial institution located at 431 South Main Street in South Bend, Indiana, United States. Specializing in personalized financial planning and investment services, Leo E Priemer, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert advice and guidance to help individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can expect tailored solutions to meet their unique needs and objectives. Contact Leo E Priemer today to take the first step towards securing a stable financial future.
Catanzarite Financial Services
Catanzarite Financial Services is a reputable finance institution located at 330 South 35th Street in South Bend, Indiana, United States. With a strong focus on providing top-notch financial services to individuals and businesses, Catanzarite Financial Services offers a wide range of financial solutions tailored to meet the unique needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at Catanzarite Financial Services is dedicated to helping you achieve your financial goals. Visit their office today to learn more about how they can help you secure your financial future.
Edward Jones - Financial Advisor: Eric B Ytterberg, CFP®|AAMS™|CRPC™
Edward Jones - Financial Advisor: Eric B Ytterberg, CFP®|AAMS™|CRPC™ is a reputable financial institution located at 16285 Indiana 23, South Bend, Indiana, United States. With a team of highly qualified professionals, including Eric B Ytterberg who holds certifications as a Certified Financial Planner (CFP®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™), the institution offers expert financial advice and planning services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Edward Jones is dedicated to providing personalized solutions tailored to your individual needs. Visit them today to start securing your financial future.
Courtenay Lavigne - TIAA Financial Consultant
Courtenay Lavigne - TIAA Financial Consultant is a finance institution located at 1251 North Eddy Street in South Bend, Indiana, United States. As a dedicated TIAA Financial Consultant, Courtenay Lavigne offers expert financial advice and guidance to help individuals and families achieve their financial goals. With a strong focus on personalized service and tailored financial solutions, clients can trust Courtenay Lavigne to provide sound financial planning and investment strategies. Whether you are planning for retirement, saving for college, or building wealth, Courtenay Lavigne is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Executive Tax Services
Executive Tax Services is a professional accounting and finance institution located at 2721 East Mishawaka Avenue in South Bend, Indiana, United States. With a team of experienced tax professionals, they specialize in providing a wide range of tax services for individuals and businesses. From tax preparation and planning to IRS representation and bookkeeping, Executive Tax Services is dedicated to helping clients navigate the complexities of the tax system and maximize their financial well-being. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.
Edward Jones - Financial Advisor: Sunu G Thomas, AAMS™
Edward Jones - Financial Advisor: Sunu G Thomas, AAMS™ is a reputable finance institution located at 505 East Ireland Road in South Bend, Indiana, United States. As a dedicated financial advisor, Sunu G Thomas, AAMS™ provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers expert guidance and tailored solutions to individuals and families seeking to secure their financial future. Visit Edward Jones today to start planning for tomorrow.
Golden Years Planning Services
Golden Years Planning Services is a renowned institution located at 614 East Ireland Road in South Bend, Indiana, United States. We specialize in providing top-notch financial planning and retirement services to help individuals navigate their golden years with ease and confidence. Our team of experienced professionals is dedicated to creating tailored plans that meet each client's unique needs and goals. Whether you are looking to secure your financial future, maximize your retirement savings, or plan for long-term care, Golden Years Planning Services is here to help you every step of the way. Contact us today to schedule a consultation and start planning for a brighter tomorrow.
The Horton Group
The 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.
Priority Risk Management Inc
Priority Risk Management Inc is a leading insurance agency located at 2628 South Michigan Street in South Bend, Indiana. We specialize in providing personalized risk management solutions to individuals and businesses, helping them protect their assets and achieve financial security. Our team of experienced professionals is dedicated to ensuring that our clients receive the best coverage at competitive rates. Whether you are looking for auto, home, life, or commercial insurance, we have the expertise to tailor a policy to meet your specific needs. Contact us today to learn more about how Priority Risk Management Inc can help you safeguard what matters most.
Aldridge Insurance, Inc.
Aldridge Insurance, Inc. is a reputable health insurance agency located at 1323 North Ironwood Drive in South Bend, Indiana. With a commitment to providing top-notch insurance solutions, Aldridge Insurance, Inc. offers a wide range of health insurance products tailored to meet the unique needs of individuals and families. Their experienced agents are dedicated to helping clients navigate the complex world of insurance and find the best coverage options at competitive rates. Trust Aldridge Insurance, Inc. to protect your health and financial well-being. Visit their office today or give them a call to discuss your insurance needs.
The Sanders Agency Inc
The Sanders Agency Inc is a reputable health insurance agency located at 614 East Ireland Road in South Bend, Indiana, United States. With a strong focus on providing quality insurance solutions for individuals and families, The Sanders Agency Inc is committed to helping clients find the right coverage to meet their healthcare needs. Their experienced team of agents works tirelessly to ensure that every client receives personalized service and support in navigating the complex world of health insurance. Trust The Sanders Agency Inc to protect your health and financial well-being with reliable insurance options tailored to your specific needs.
Farmers Insurance - Lu Ann Shaffer
Farmers Insurance - Lu Ann Shaffer is an insurance agency located at 1730 Miami Street in South Bend, Indiana, United States. If you are looking for a Farmers Insurance Agent in South Bend, Indiana, this is the place to go. They offer insurance underwritten by various insurers such as Farmers Insurance Exchange, Fire Insurance Exchange, and Mid-Century Insurance Company. They also provide life insurance through Farmers New World Life Insurance Company. Securities are offered through Farmers Financial Solutions, LLC. Each insurer has financial responsibility for its own insurance products. For more information on the insurers they work with and the products they offer, visit their website or contact an agent for details.
Hannah McNamara, Bankers Life Agent
Hannah McNamara, Bankers Life Agent is an insurance agency located at 401 East Colfax Avenue in South Bend, Indiana, United States. Specializing in providing insurance solutions from Bankers Life, our dedicated agent Hannah McNamara is committed to helping clients protect their financial future and achieve peace of mind. With a focus on personalized service and tailored insurance plans, Hannah McNamara, Bankers Life Agent strives to be a trusted partner in safeguarding the well-being of individuals and families in the South Bend community. Contact us today to learn more about our insurance offerings and how we can assist you in securing your financial future.
Frank J. Agostino
Frank J. Agostino is a prestigious institution located at 131 South Taylor Street in South Bend, Indiana, United States. Specializing in accounting, finance, and legal services, the institution provides top-notch expertise and guidance to individuals and businesses alike. With a team of highly skilled professionals, Frank J. Agostino is dedicated to delivering exceptional service and helping clients navigate complex financial and legal matters with ease. Whether you need assistance with tax planning, financial consulting, or legal representation, you can trust Frank J. Agostino to provide reliable and effective solutions tailored to your specific needs.
Carleton Inc
Carleton Inc is a reputable finance institution located at 3975 William Richardson Drive in South Bend, Indiana, United States. With years of experience in the financial industry, Carleton Inc provides a wide range of financial services to individuals and businesses alike. From investment advice to wealth management, Carleton Inc prides itself on delivering expert financial solutions tailored to meet the unique needs of each client. Visit us today to see how we can help you secure your financial future.
Kestrel Wealth Management LLC
Kestrel Wealth Management LLC is a finance institution located at 105 East Jefferson Boulevard in South Bend, Indiana, United States. We specialize in providing tailored wealth management services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized financial advice and solutions to help individuals and businesses build and preserve their wealth. Contact us today to learn more about how we can help you secure your financial future.
Valor Partners LLC
Valor Partners LLC is a reputable accounting and finance institution located at 1028 East Colfax Avenue in South Bend, Indiana. With a team of experienced professionals, Valor Partners LLC offers a wide range of financial services to individuals and businesses. From tax preparation to financial planning, their experts are dedicated to providing top-notch financial solutions tailored to each client's unique needs. Trust in Valor Partners LLC for all your accounting and finance needs in the South Bend area.
Corporate Investment International
Corporate Investment International is a leading finance institution located at 211 West Washington Street in South Bend, Indiana, United States. Our team of expert financial advisors is dedicated to providing top-notch investment services to corporate clients. With a focus on maximizing returns and minimizing risks, we offer tailored investment solutions to help businesses achieve their financial goals. Trust Corporate Investment International to guide you towards a successful and prosperous financial future.
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