Wealth transfer in Merrillville, Indiana

Jason Topp - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 300 East 90th Drive, Merrillville, Indiana, United States. The institution offers a range of certifications and designations for advisors to ensure they have the expertise and knowledge to provide comprehensive financial planning services to individuals and businesses. Some of the certifications offered include 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®, CFP®, 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 cover a wide range of topics such as asset management, retirement planning, estate planning, investment strategies, and more. Advisors at Jason Topp - Private Wealth Advisor are dedicated to providing top-notch financial planning services to help clients achieve their financial goals.

Gouveia & Associates is a reputable finance and law firm located at 433 West 84th Drive in Merrillville, Indiana, United States. Our team of experienced professionals is dedicated to providing top-notch financial and legal services to our clients. Whether you need assistance with financial planning, investment strategies, or legal representation, Gouveia & Associates is here to help. Contact us today to schedule a consultation and see how we can assist you with your financial and legal needs.

Cynthia Schares is a health institution located at 5349 Commerce Boulevard, Crown Point, Indiana, United States. Specializing in physiotherapy, patients who undergo treatment at Orthopaedic Surgical Consultants often follow up with physical rehabilitation at OSC Physical Therapy, conveniently located next door in Merrillville, Indiana. The physio clinic at OSC Physical Therapy and Rehabilitation is staffed with qualified physical therapists who focus on joint motion, muscle strength, endurance, heart and lung function, and activities of daily living. Raysson Buckner, a Physical Therapist Assistant, specializes in helping patients recover after orthopedic surgery, drawing on his expertise in sports therapy, spine care, gait training, and balance and transfer therapy.

The Paul R Chael Trustee is a trusted legal institution located at 401 West 84th Drive in Merrillville, Indiana, United States. Specializing in providing expert legal services as a lawyer, the institution is dedicated to helping clients navigate complex legal matters with professionalism and integrity. With a commitment to upholding the highest ethical standards, the Paul R Chael Trustee is a reliable partner for individuals seeking legal guidance and representation.

Waverly 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.

Northwestern Mutual Financial, located at 7863 Broadway, Merrillville, Indiana, United States, is a finance and insurance agency dedicated to helping you protect your family and achieve your financial goals. Our experienced financial advisors offer personalized plans that balance your current and future priorities, providing a wide range of options including investments and insurance tailored to your specific needs. With top ratings from major financial agencies and a focus on customer experience, we are committed to helping you reach your goals with confidence. Whether you're planning for retirement, buying a house, or starting a family, our advisors will guide you through life's milestones and help you make the most of your financial resources. Connect with us today to start building a brighter financial future.

John Zandstra is a Financial Advisor at Ameriprise Financial Services, LLC located at 300 East 90th Drive, Merrillville, Indiana, United States. John holds several 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®. John provides comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, investment strategies, estate planning, insurance products, and retirement planning, John is dedicated to helping clients achieve their financial goals.

Lakeshore Financial Management, LLC is a reputable finance institution located at 200 East 80th Place in Merrillville, Indiana, United States. With a strong commitment to providing top-notch financial services, Lakeshore Financial Management, LLC offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. Whether you're looking for investment advice, retirement planning, or wealth management services, the experienced team at Lakeshore Financial Management, LLC is dedicated to helping you secure a stable financial future. Visit their office today to learn more about how they can assist you in managing your finances effectively.

Merrill Lynch Financial Advisor Diana Kay Nyman, located at 707 East 80th Place in Merrillville, Indiana, United States, offers personalized wealth management strategies tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Diana Nyman can help you navigate the complexities of the financial market and create a plan to address your unique needs. As a Chartered Retirement Plans Specialist™, Diana Nyman is registered to do business in multiple states and can provide advice on retirement planning, investment strategies, and more. By getting to know you personally and understanding what matters most to you, Diana Nyman can help you achieve your financial goals and stay on track, regardless of market fluctuations. Contact Merrill Lynch Financial Advisor Diana Kay Nyman to start building a customized investment approach that reflects your priorities and financial situation.

Merrill Lynch Financial Advisor Paul A Shook is a finance institution located at 707 East 80th Place, Merrillville, Indiana, United States. They offer personalized financial strategies designed to help clients pursue their long-term goals. Whether it's wealth transfer, customized financial approaches, or advice on staying informed, the institution works closely with clients to develop a plan tailored to their unique needs. The team at Merrill Lynch believes in understanding each client's goals, priorities, and investing preferences through in-depth conversations and assessments. With access to the global resources of Merrill and banking solutions from Bank of America, they aim to help clients manage, grow, and preserve their wealth while considering the impact for years to come. The institution offers personalized investment strategies, financial solutions, and ongoing support to help clients achieve their financial goals.

Kash Financial Services is a reputable finance institution located at 253 West 80th Place in Merrillville, Indiana, United States. Specializing in a wide range of financial services, including investment management, retirement planning, and wealth preservation, Kash Financial Services is committed to helping clients achieve their financial goals. With a team of experienced and knowledgeable professionals, the institution provides personalized financial solutions tailored to each client's unique needs and circumstances. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Kash Financial Services is dedicated to providing top-notch financial guidance and support. Contact them today to schedule a consultation and take the first step towards securing your financial future.

Jonathan Spoolstra - Thrivent is a finance institution located at 8585 Broadway in Merrillville, Indiana, United States. With a focus on helping individuals and families achieve financial security and peace of mind, this institution offers a range of financial services and products to meet the unique needs of each client. Whether you are looking to plan for retirement, invest for the future, or protect your assets, the experienced team at Jonathan Spoolstra - Thrivent is dedicated to providing personalized solutions and expert guidance. Visit their office today to start on the path towards a more secure financial future.

Royal Alliance Associates Inc is a reputable finance institution located at 7895 Broadway in Merrillville, Indiana, United States. With a strong focus on providing top-notch financial services, Royal Alliance Associates Inc is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management services, their team of experienced professionals is committed to providing personalized solutions tailored to your specific needs. Trust Royal Alliance Associates Inc to help you navigate the complexities of the financial world and secure your financial future.

Andrew Draper - Prudential Financial is a reputable finance and insurance agency located at 509 West 84th Drive in Merrillville, Indiana, United States. With a commitment to providing top-notch financial services, they offer a wide range of products including insurance, retirement planning, investments, and more. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for insurance coverage or investment advice, Andrew Draper - Prudential Financial is the go-to institution for all your financial needs.

Merrill Lynch Financial Advisor Alexander A Koleff is a finance institution located at 707 East 80th Place, Merrillville, Indiana, United States. Supported by the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. The Wealth Management Client Associate - Resident Director Assistant focuses on understanding your family, goals, and priorities to create a customized financial approach. The institution believes in helping you make investment decisions that align with your personal goals, whether it's planning for retirement, buying a home, or funding education. The Investment Personality Assessment is used to understand your investing preferences and tailor the financial approach accordingly. With access to Merrill's investment insights and banking solutions from Bank of America, the institution helps you manage, grow, and preserve your wealth. The personalized approach is designed to address your financial needs and help you achieve your goals. By regularly reviewing your financial approach and adjusting it to reflect changes in your life, the institution aims to keep you on track towards your goals. The dedicated advisors at Merrill Lynch Wealth Management are committed to helping you navigate the complexities of your financial life and create a customized investment strategy to pursue your goals. With a focus on personalized investment strategies and comprehensive financial solutions, the institution puts your needs first and aims to help you achieve your financial goals.

Merrill Lynch Financial Advisor Grant J Gingerich is a finance institution located at 707 East 80th Place, Merrillville, Indiana, United States. They offer personalized financial strategies tailored to help you achieve your long-term goals, whether it's wealth transfer, pursuing your passions, or planning for the future. The institution starts by listening to your needs and priorities, using tools like the Investment Personality Assessment to understand your investing preferences. With access to the resources of Merrill and Bank of America, they develop a customized approach to address your financial needs. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They offer ongoing support to help you stay on track and adjust your financial approach as needed. With a focus on helping you achieve your goals, Merrill Lynch Financial Advisor Grant J Gingerich is committed to providing tailored investment strategies and comprehensive financial solutions to help you live your best financial life.

Merrill Lynch Financial Advisor James W Peller 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 comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. They offer services such as Wealth Management Client Associate, Resident Director Assistant, and personalized financial planning tailored to your goals and priorities. With a focus on understanding your unique needs and financial situation, they work with you to develop a customized investment approach to help you pursue your goals. The institution also offers access to investment insights, tips, and strategies to help you achieve financial success. Whether you're planning for retirement, purchasing a home, or passing on your wealth to future generations, Merrill Lynch Financial Advisor James W Peller is dedicated to helping you navigate the complexities of your financial life and reach your goals.