TOP 10 Tax advice and planning in Merrillville, Indiana
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Western & Southern Life Insurance Company
● ClosedWestern & Southern Life Insurance Company is an insurance agency located at 233 East 84th Drive, Merrillville, Indiana, United States. We offer a variety of products to help you plan for your financial future, whether personally or for your business. Our personalized guidance and tailored solutions can help you navigate through the many decisions involved in financial planning. Explore our financial tools, educational articles, and interactive calculators to feel more confident about managing your finances. With a commitment to providing high-quality products and services, we can assist you with all your family's life insurance and financial needs. Our comprehensive rewards package and training opportunities demonstrate our dedication to your personal success. Contact us at our Insurance Office INDIANA NORTHWEST, IN for more information about our services. Securities are offered by Registered Representatives through W&S Brokerage Services, Inc., member FINRA / SIPC. Remember to consult legal or tax advisors for specific advice, as Western & Southern and its affiliates do not provide such services. Each company affiliated with Western & Southern is financially responsible for its own products and services. Visit our website for more information and to access external resources related to our offerings."
233 E 84th Dr #204, Merrillville, IN 46410, United States -
Smith & Fankhauser, P.C.
● ClosedSmith & Fankhauser, P.C. is a reputable law firm located in Merrillville, Indiana. Our experienced team of lawyers specializes in providing high-quality legal services to clients in need of expert representation. We are dedicated to achieving the best possible outcomes for our clients in a wide range of legal matters. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, our skilled attorneys are here to help. Visit us at 2260 West 93rd Avenue to discuss your legal needs and find out how we can assist you.
2260 W 93rd Ave, Merrillville, IN 46410, United States -
Austgen Kuiper Jasaitis
● ClosedAustgen Kuiper Jasaitis P.C. is a reputable Indiana law firm located at 130 North Main Street in Crown Point. With a team of experienced attorneys boasting a combined 150 years of legal expertise, the firm specializes in personal injury cases and estate planning matters. Whether you have been injured due to someone else's negligence or need assistance with planning your estate, our dedicated lawyers are here to provide ethical and responsive representation. Serving clients in Lake and Porter counties, Austgen Kuiper Jasaitis P.C. offers skilled legal representation in various areas of law, including personal injury, estate planning, real estate, and business law. Our attorneys are committed to providing knowledgeable and attentive assistance to help you navigate through your legal challenges.
130 N Main St, Crown Point, IN 46307, United States -
Waverly Advisors, LLC
● ClosedWaverly Advisors, LLC is a finance institution located at 101 East 90th Drive, Merrillville, Indiana, United States. With an intense client focus, our dedicated team of advisors offers forward-thinking advice and guidance for financial decisions tailored to both personal and corporate needs. We have recently acquired StrategIQ Financial Group and Prosper Financial Advisers, expanding our reach and expertise in the industry. With over $10.6 billion in assets under management, we are an Independent Registered Investment Advisor (RIA) and fee-only fiduciary. Our team of 150 members across 18 locations in 8 states of the U.S. offers collaborative investment, tax, estate, and financial planning services, holding prestigious industry credentials. Waverly Advisors also provides comprehensive financial planning and investment management services for women, high performing families, academic institutions, religious foundations, and community grant makers. Additionally, we offer 401(k) Complete, a comprehensive retirement plan solution. Join us at Waverly Advisors for expert financial guidance and personalized services to help you achieve your financial goals.
101 E 90th Dr Suite A, Merrillville, IN 46410, United States -
Cender|Dalton Municipal Advisors
● ClosedCender|Dalton Municipal Advisors is a reputable institution specializing in accounting and finance services. Located at 233 East 84th Place in Merrillville, Indiana, United States, the institution offers expert advice and guidance to municipalities in managing their financial affairs. With a team of experienced professionals, Cender|Dalton Municipal Advisors is dedicated to providing top-notch financial solutions to help clients achieve their goals and maximize their resources. Whether you need assistance with budgeting, investments, or financial planning, Cender|Dalton Municipal Advisors is committed to delivering exceptional service and results.
233 E 84th Pl, Merrillville, IN 46410, United States -
Airey Financial Group
● ClosedAirey Financial Group is a reputable finance and insurance agency located at 200 West 84th Drive in Merrillville, Indiana, United States. With a team of experienced professionals, we provide a wide range of financial services and insurance products to meet the diverse needs of our clients. Whether you are looking for investment advice, retirement planning, or insurance coverage, our experts are dedicated to helping you achieve your financial goals. Visit us at our convenient location to learn more about how Airey Financial Group can assist you in securing your financial future.
200 W 84th Dr B, Merrillville, IN 46410, United States -
Laszlo Rigsby Advisory
● ClosedLaszlo Rigsby Advisory is a prestigious finance institution located at 200 East 80th Place in Merrillville, Indiana, United States. With a reputation for providing expert financial advice and guidance, Laszlo Rigsby Advisory is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, our team of experienced professionals is here to assist you every step of the way. Trust Laszlo Rigsby Advisory to provide you with personalized financial solutions tailored to your specific needs.
200 E 80th Pl Suite 200, Merrillville, IN 46410, United States -
Merrill Lynch Financial Advisor Michelle L Rachford
● ClosedMerrill Lynch Financial Advisor Michelle L Rachford is a reputable finance institution located at 707 East 80th Place in Merrillville, Indiana, United States. Michelle L Rachford is a highly experienced and knowledgeable financial advisor who provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for the future, Michelle L Rachford can provide expert guidance and advice to help you make informed decisions. Contact Merrill Lynch Financial Advisor Michelle L Rachford today to schedule a consultation and take the first step towards securing your financial future.
707 E 80th Pl Suite 400, Merrillville, IN 46410, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 707 East 80th Place in Merrillville, Indiana, is a finance institution dedicated to helping individuals, families, business owners, executives, and institutions navigate the complexities of wealth planning in both stable and volatile markets. With a team of experienced advisors, the institution offers personalized financial strategies tailored to meet each client's unique goals and challenges. Services include retirement income planning, guidance on investments, estate planning, and more. The branch is committed to giving back to the community through volunteerism and charitable outreach. Clients have access to industry-skilled advisors supported by Merrill's wealth planning platform and global resources. Whether you are just starting out or looking to expand your career in finance, Merrill Lynch Wealth Management provides the training, mentorship, and technology needed for success. With a focus on individualized investment approaches and wealth management advice, Merrill is dedicated to helping clients pursue their financial goals and navigate life's challenges.
707 E 80th Pl Suite 400, Merrillville, IN 46410, United States -
US Financial Services Inc
● ClosedUS Financial Services Inc is a leading insurance agency located at 99 East 86th Avenue in Merrillville, Indiana. We specialize in providing a wide range of financial services to individuals and businesses in the United States. Our team of experienced professionals is dedicated to helping our clients secure their financial future through personalized insurance solutions. Whether you are looking for auto, home, life, or business insurance, we have the expertise to meet your needs. Contact us today to learn more about how we can help protect what matters most to you.
99 E 86th Ave e2, Merrillville, IN 46410, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 5390 Broadway in Merrillville, Indiana, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, bookkeeping, and financial planning. Whether you're an individual looking for help with your personal taxes or a business in need of financial guidance, H&R Block is committed to providing expert advice and support to help you reach your financial goals. Visit us today to see how we can help you manage your finances effectively.
5390 Broadway, Merrillville, IN 46410, United States -
Chase Lowden, Financial Advisor
● ClosedChase Lowden, Financial Advisor is a leading finance institution located at 200 West 84th Drive in Merrillville, Indiana, United States. With a strong commitment to helping individuals and businesses achieve their financial goals, Chase Lowden offers personalized financial planning services tailored to each client's unique needs. Whether you are looking to invest for the future, save for retirement, or protect your assets, Chase Lowden is dedicated to providing expert guidance and advice every step of the way. Trust in Chase Lowden, Financial Advisor to help you secure a brighter financial future.
200 W 84th Dr B, Merrillville, IN 46410, United States -
Jeannie Ilievski - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJeannie Ilievski is a Financial Advisor at Ameriprise Financial Services, LLC, located at 300 East 90th Drive in Merrillville, Indiana, United States. Jeannie holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, retirement planning, and investment strategies. As an Accredited Portfolio Management Advisor and a Behavioral Financial Advisor, Jeannie is dedicated to helping clients make informed financial decisions and achieve their financial goals. With a focus on ethics and professionalism, Jeannie provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Jeannie Ilievski is committed to guiding you through the process with expertise and care.
300 E 90th Dr, Merrillville, IN 46410, United States -
Gina Van Baren - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedGina Van Baren is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 300 East 90th Drive in Merrillville, Indiana. With years of experience in the finance industry, Gina provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, Gina Van Baren is committed to providing expert guidance and support every step of the way. Contact Gina Van Baren today to start planning for a secure financial future.
300 E 90th Dr, Merrillville, IN 46410, United States -
Merrill Lynch Financial Advisor Derek S Braggs
● ClosedMerrill Lynch Financial Advisor Derek S Braggs is a finance institution located at 707 East 80th Place, Merrillville, Indiana, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. The financial advisors focus on understanding your family, goals, and priorities, adapting as they change over time. By listening to your needs and aspirations, they design and implement personalized plans to help you pursue financial goals while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with you to develop a financial approach tailored to your needs. The institution believes in the importance of having conversations with clients, identifying and prioritizing goals that matter most. Through tools like the Investment Personality Assessment, they customize financial approaches to help clients pursue what matters most to them. Regular check-ins and updates ensure that your financial approach reflects changes in your life and goals. The institution offers a range of services, from retirement planning to funding education, all centered around your unique needs and priorities. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Derek S Braggs is committed to helping you achieve your financial goals.
707 E 80th Pl Suite 400, Merrillville, IN 46410, United States -
Merrill Lynch Financial Advisor Jorge Dominguez
● ClosedMerrill Lynch Financial Advisor Jorge Dominguez is a finance institution located at 707 East 80th Place, Merrillville, Indiana, United States. Jorge Dominguez, a Financial Advisor with over 15 years of experience, can assist you in building a personalized wealth management strategy to address your individual needs. He focuses on delivering a comprehensive approach to managing wealth, starting by listening and helping you make informed decisions as you develop your strategy. Jorge Dominguez follows the Merrill tradition of community service and volunteers with local organizations. He offers Merrill Personal Wealth Analysis™ to help build and document a personalized plan centered on your goals. Supported by the global resources of Merrill, Jorge's team is dedicated to building strong client relationships based on trust and personalized service.
707 E 80th Pl Suite 400, Merrillville, IN 46410, United States -
Wallace Consulting LLC
● ClosedWallace Consulting LLC is a reputable accounting and finance institution located at 7725 West Taft Street in Merrillville, Indiana, United States. With a team of experienced professionals, they provide a range of financial services including tax preparation, auditing, financial planning, and consulting. Clients can trust Wallace Consulting LLC for accurate and reliable financial advice to help them achieve their financial goals.
7725 W Taft St, Merrillville, IN 46410, United States -
H&R Block
● ClosedH&R Block is a well-established accounting and finance institution located at 7950 Broadway in Merrillville, Indiana, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking for assistance with your personal finances or a business in need of accounting support, H&R Block is dedicated to providing high-quality and reliable services to meet your needs. Visit their office today to learn more about how they can help you achieve your financial goals.
7950 Broadway, Merrillville, IN 46410, United States -
J Gorman Enrolled Agent
● OpenJ Gorman Enrolled Agent is a reputable accounting and finance institution located at 8300 Broadway in Merrillville, Indiana, United States. Specializing in tax services, the institution is led by Enrolled Agent J Gorman who is highly knowledgeable and experienced in tax laws and regulations. Clients can expect personalized and professional assistance with tax planning, preparation, and representation before the IRS. With a commitment to excellence and integrity, J Gorman Enrolled Agent is a trusted partner for individuals and businesses seeking expert financial advice and services.
8300 Broadway # A2, Merrillville, IN 46410, United States -
Sinal Theodore a CPA
● ClosedSinal Theodore, a CPA, is a reputable accounting and finance institution located at 8252 Virginia Street in Merrillville, Indiana, United States. With a team of experienced and knowledgeable certified public accountants, Sinal Theodore offers a wide range of services to individuals and businesses, including tax preparation, financial planning, auditing, and consulting. Clients can trust Sinal Theodore to provide professional and reliable financial advice and assistance to help them achieve their goals.
8252 Virginia St # B, Merrillville, IN 46410, United States -
Jim Jacobsen - State Farm Insurance Agent
● ClosedWelcome to Jim Jacobsen - State Farm Insurance Agent, located at 2137 Hart Street, Dyer, Indiana, right across from the Dyer police and fire department. With over 100 years of combined experience, our dedicated team has been proudly serving the Dyer community since 1990. We are committed to helping you protect what matters most, offering comprehensive insurance coverage across Indiana, Illinois, and Michigan. At Jim Jacobsen State Farm, we provide a wide range of insurance products including Auto, Life, Condo, Business, Homeowners, and Renters Insurance. Our team is devoted to creating personalized insurance plans tailored to meet the unique needs of you and your family. Whether you're in Dyer, Saint John, Schererville, or Crown Point, we're here to support our local communities with reliable and caring service.
2137 Hart Street, Dyer, Indiana 46311, 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 -
Kim Fry - State Farm Insurance Agent
● ClosedWelcome to Kim Fry - State Farm Insurance Agent, your trusted partner in safeguarding your financial future. Located at 3730 West 80th Lane, Merrillville, Indiana, our office is conveniently situated on the northeast corner of Whitcomb and Rt 30, nestled between Kali Beauty Supply and Aladdin Pita. As a second-generation agent with over 20 years of experience, I am deeply passionate about providing exceptional service and personalized care to my customers. My commitment to you is evident in the comprehensive guidance I offer on life, home, and auto insurance policies. Our mission extends beyond just protection; we aim to empower you to plan for the unexpected and pursue your dreams with confidence.
3730 West 80th Lane, Merrillville, Indiana 46410, United States -
Paul Dawning - State Farm Insurance Agent
● ClosedWelcome to Paul Dawning - State Farm Insurance Agent, your trusted partner in securing a brighter future for you and your family. Located at 5001 Cleveland Street, Gary, Indiana, our agency has been proudly serving the communities of Indiana, Illinois, and Michigan for the past 24 years. Our strategic location near the borders of Illinois and Michigan makes us an ideal choice for residents moving across state lines. At the Dawning Agency, we are committed to delivering exceptional service with professionalism and a personal touch. Our dedicated team, led by Paul Dawning, is here to support you in protecting what matters most—your vehicles, home, life, and health. We also offer specialized protection plans for business owners.
5001 Cleveland Street, Gary, Indiana 46408, United States -
Tom Gaydos - State Farm Insurance Agent
● ClosedWelcome to Tom Gaydos - State Farm Insurance Agent, your trusted partner for comprehensive insurance solutions in Merrillville, Indiana. Conveniently located at 19 West 73rd Avenue, our agency is dedicated to helping you protect what matters most—your family, assets, and financial future. At Tom Gaydos - State Farm Insurance Agent, we understand that everyone loves saving money. That’s why we offer customizable coverage plans tailored to your unique needs. Whether you’re interested in auto, home, renters, or life insurance, we provide a variety of options and discounts to ensure you get the best value. Our services extend beyond just insurance—we’re here to help you with banking and investment solutions, thanks to our alliance with U.S. Bank®.
19 West 73rd Avenue, Merrillville, Indiana 46410, United States
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