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Wealth transfer in South Bend, Indiana

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  • 1
  • #1

    Cornerstone Wealth Services - Matt Wilson, AAMS®, AIF®

    ● Closed
    54505 26th St Suite E, South Bend, IN 46635, United States
    574-307-6699
    mattwilsonfinancial.com

    Cornerstone Wealth Services, led by Matt Wilson, AAMS®, AIF®, is a reputable finance institution located at 54505 26th Street in South Bend, Indiana.

    Financial Service
    Details
  • #2

    Walter & Keenan Wealth Management

    ● Open
    202 S Michigan St #910, South Bend, IN 46601, United States
    574-232-5977
    walterandkeenan.com

    Walter & Keenan Wealth Management is a leading finance institution located at 202 South Michigan Street in South Bend, Indiana, United States.

    Financial Service
    Details
  • #3

    Churchill Management Group - South Bend

    ● Closed
    1251 N Eddy St #200, South Bend, IN 46617, United States
    617-512-2066
    churchillmanagement.com

    Churchill Management Group - South Bend is a finance institution located at 1251 North Eddy Street in South Bend, Indiana, United States.

    Photo of Churchill Management Group - South Bend - South Bend, IN 46617, USA Photo of Churchill Management Group - South Bend - South Bend, IN 46617, USA
    Financial Service
    Details
  • #4

    Merrill Lynch Wealth Management

    ● Closed
    100 N Michigan St Suite 500, South Bend, IN 46601, United States
    574-282-3600
    local.ml.com

    Merrill Lynch Wealth Management is a renowned finance institution located at 100 North Michigan Street in South Bend, Indiana, United States.

    Financial Service
    Details
  • #5

    Scott Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC

    ● Closed
    205 W Jefferson Blvd Ste 402, South Bend, IN 46601, United States
    574-273-8680
    ameripriseadvisors.com

    Scott Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 205 West Jefferson Boulevard in South Bend, Indiana, United States.

    Photo of Scott Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC - South Bend, IN 46601, USA Photo of Scott Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC - South Bend, IN 46601, USA Photo of Scott Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC - South Bend, IN 46601, USA
    Financial Service
    Details
  • #6

    Legacy Wealth Management - Ryan Hale

    ● Closed
    54505 26th St Suite E, South Bend, IN 46635, United States
    574-406-1964
    legacywealthsb.com

    Legacy Wealth Management - Ryan Hale is a leading financial institution located in South Bend, Indiana.

    Photo of Legacy Wealth Management - Ryan Hale - South Bend, IN 46635, USA
    Financial Service
    Details
  • 5 1
    #7

    Edward Jones - Financial Advisor: Leo E Priemer, CFP®|AAMS™

    ● Closed
    431 S Main St, South Bend, IN 46601, United States
    574-289-9292
    edwardjones.com

    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.

    Photo of Edward Jones - Financial Advisor: Leo E Priemer, CFP®|AAMS™ - South Bend, IN 46601, USA
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    Details
  • 5 7
    #8

    Edward Jones - Financial Advisor: Patrick C Reighter

    ● Closed
    2410 Edison Rd #300, South Bend, IN 46615, United States
    574-387-4819
    edwardjones.com

    Edward Jones - Financial Advisor: Patrick C Reighter is a reputable financial institution located at 2410 Edison Road in South Bend, Indiana.

    Photo of Edward Jones - Financial Advisor: Patrick C Reighter - South Bend, IN 46615, USA
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    Details
  • 5 1
    #9

    Edward Jones - Financial Advisor: Jerry Madsen, ABFP™

    ● Closed
    54520 Northern Ave Suite A, South Bend, IN 46635, United States
    574-345-0732
    edwardjones.com

    Edward Jones - Financial Advisor: Jerry Madsen, ABFP™ is a reputable financial institution located at 54520 Northern Avenue in South Bend, Indiana, United States.

    Photo of Edward Jones - Financial Advisor: Jerry Madsen, ABFP™ - South Bend, IN 46635, USA Photo of Edward Jones - Financial Advisor: Jerry Madsen, ABFP™ - South Bend, IN 46635, USA
    Financial Service
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  • 5 1
    #10

    Graham Allen Partners

    ● Open
    Leighton Plaza Office Building, 130 S Main St #200, South Bend, IN 46601, United States
    574-485-2146
    graham-allen.com

    Graham Allen Partners is a leading finance institution located at 130 South Main Street in South Bend, Indiana, United States.

    Financial Service
    Details
  • 5 2
    #11

    Golden Years Planning Services

    ● Closed
    614 E Ireland Rd, South Bend, IN 46614, United States
    574-968-7926
    goldenyears-planning.com

    Golden Years Planning Services is a renowned institution located at 614 East Ireland Road in South Bend, Indiana, United States.

    Details
  • 4.6 16
    #12

    Jackson Hewitt Tax Service

    ● Closed
    1901 Miami St, South Bend, IN 46613, United States
    888-800-1040
    office.jacksonhewitt.com

    Jackson Hewitt Tax Service is a trusted finance institution located at 1901 Miami Street in South Bend, Indiana.

    Photo of Jackson Hewitt Tax Service - South Bend, IN 46613, USA Photo of Jackson Hewitt Tax Service - South Bend, IN 46613, USA Photo of Jackson Hewitt Tax Service - South Bend, IN 46613, USA
    Financial Service
    Details
  • 4.4 14
    #13

    McFadden Patrick T

    ● Closed
    224 W Jefferson Blvd # 305, South Bend, IN 46601, United States
    574-233-9338

    McFadden Patrick T is a reputable institution located at 224 West Jefferson Boulevard in South Bend, Indiana. They are known for providing top-notch services and expertise in their field.

    Photo of McFadden Patrick T - South Bend, IN 46601, USA
    Details
  • #14

    Merrill Lynch Financial Advisor William E Simon

    ● Closed
    100 N Michigan St Suite 500, South Bend, IN 46601, United States
    574-282-3649
    fa.ml.com

    Merrill Lynch Financial Advisor William E Simon is a reputable finance institution located at 100 North Michigan Street in South Bend, Indiana, United States.

    Photo of Merrill Lynch Financial Advisor William E Simon - South Bend, IN 46601, USA Photo of Merrill Lynch Financial Advisor William E Simon - South Bend, IN 46601, USA
    Financial Service
    Details
  • #15

    Merrill Lynch Financial Advisor Christopher J Adams

    ● Closed
    100 N Michigan St Suite 500, South Bend, IN 46601, United States
    574-282-3633
    fa.ml.com

    Merrill Lynch Financial Advisor Christopher J Adams is a reputable financial institution located at 100 North Michigan Street in South Bend, Indiana, United States.

    Financial Service
    Details
  • #16

    Edward Jones Financial Advisor

    ● Closed
    315 W Ireland Rd, South Bend, IN 46614, United States
    edwardjones.com

    Edward Jones Financial Advisor is a reputable finance institution located at 315 West Ireland Road in South Bend, Indiana, United States.

    Financial Service
    Details
  • #17

    Edward Jones - Financial Advisor: Kimberly E Thibodeau, AAMS™

    ● Closed
    5838 Brick Rd Suite 105, South Bend, IN 46628, United States
    574-277-2267
    edwardjones.com

    Edward Jones - Financial Advisor: Kimberly E Thibodeau, AAMS™ is a reputable financial institution located at 5838 Brick Road, South Bend, Indiana, United States.

    Photo of Edward Jones - Financial Advisor: Kimberly E Thibodeau, AAMS™ - South Bend, IN 46628, USA Photo of Edward Jones - Financial Advisor: Kimberly E Thibodeau, AAMS™ - South Bend, IN 46628, USA
    Financial Service
    Details
  • #18

    David W Grossnickle - Financial Advisor, Ameriprise Financial Services, LLC

    ● Open
    205 W Jefferson Blvd Ste 402, South Bend, IN 46601, United States
    574-273-8680
    ameripriseadvisors.com

    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.

    Financial Service
    Details
  • #19

    Edward Jones - Financial Advisor: Christine A Walsh

    ● Open
    431 S Main St, South Bend, IN 46601, United States
    574-289-9292
    edwardjones.com

    Edward Jones - Financial Advisor: Christine A Walsh is a reputable financial institution located at 431 South Main Street in South Bend, Indiana.

    Photo of Edward Jones - Financial Advisor: Christine A Walsh - South Bend, IN 46601, USA
    Financial Service
    Details
  • #20

    Paladin Legacy Advisory Group - Ameriprise Financial Services, LLC

    ● Open
    511 E Colfax Ave Ste 3, South Bend, IN 46617, United States
    574-936-2571
    ameripriseadvisors.com

    Paladin Legacy Advisory Group - Ameriprise Financial Services, LLC is a reputable finance institution located at 511 East Colfax Avenue in South Bend, Indiana, United States.

    Financial Service
    Details
  • #21

    Douglas Gehrke - Financial Advisor, Ameriprise Financial Services, LLC

    ● Open
    511 E Colfax Ave, South Bend, IN 46617, United States
    574-936-2571
    ameripriseadvisors.com

    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.

    Photo of Douglas Gehrke - Financial Advisor, Ameriprise Financial Services, LLC - South Bend, IN 46617, USA Photo of Douglas Gehrke - Financial Advisor, Ameriprise Financial Services, LLC - South Bend, IN 46617, USA
    Financial Service
    Details
  • #22

    Golden Years Financial Advisors

    ● Closed
    614 E Ireland Rd, South Bend, IN 46614, United States
    574-968-7926
    goldenyears-advisors.com

    Golden Years Financial Advisors is a leading finance institution located at 614 East Ireland Road in South Bend, Indiana.

    Photo of Golden Years Financial Advisors - South Bend, IN 46614, USA
    Financial Service
    Details
  • #23

    Lisa Sharpe - Financial Advisor, Ameriprise Financial Services, LLC

    ● Open
    205 W Jefferson Blvd Ste 402, South Bend, IN 46601, United States
    574-273-8680
    ameripriseadvisors.com

    Lisa Sharpe is a dedicated and experienced financial advisor at Ameriprise Financial Services, LLC located in South Bend, Indiana.

    Photo of Lisa Sharpe - Financial Advisor, Ameriprise Financial Services, LLC - South Bend, IN 46601, USA
    Financial Service
    Details
  • #24

    Edward Jones - Financial Advisor: Jay Shaul

    ● Open
    1001 Hickory Rd Ste 8B, South Bend, IN 46615, United States
    574-246-1776
    edwardjones.com

    Edward Jones - Financial Advisor: Jay Shaul is a reputable finance institution located at 1001 Hickory Road in South Bend, Indiana, United States.

    Photo of Edward Jones - Financial Advisor: Jay Shaul - South Bend, IN 46615, USA
    Financial Service
    Details
  • #25

    Courtenay Lavigne - TIAA Financial Consultant

    ● Closed
    1251 N Eddy St #109, South Bend, IN 46617, United States
    888-842-0489
    locations.tiaa.org

    Courtenay Lavigne - TIAA Financial Consultant is a finance institution located at 1251 North Eddy Street in South Bend, Indiana, United States.

    Photo of Courtenay Lavigne - TIAA Financial Consultant - South Bend, IN 46617, USA
    Financial Service
    Details
  • #26

    Edward Jones - Financial Advisor: Shawn M Stevens, CFP®|AAMS™

    ● Closed
    505 E Ireland Rd UNIT 1, South Bend, IN 46614, United States
    574-299-1287
    edwardjones.com

    At Edward Jones - Financial Advisor Shawn M Stevens, CFP®|AAMS™, our dedicated team is committed to providing personalized financial planning and investment services to help our clients achieve their financial goals.

    Photo of Edward Jones - Financial Advisor: Shawn M Stevens, CFP®|AAMS™ - South Bend, IN 46614, USA
    Financial Service
    Details
  • #27

    Flattery and Family, LLC

    ● Closed
    3811 Eastmont Dr, South Bend, IN 46628, United States
    989-714-7479
    flatteryandfamily.com

    Flattery and Family, LLC is a trusted accounting and finance institution located at 3811 Eastmont Drive in South Bend, Indiana, United States.

    Accounting Service Financial Service
    Details
  • #28

    Edward Jones - Financial Advisor: Sunu G Thomas, AAMS™

    ● Closed
    505 E Ireland Rd Unit 3, South Bend, IN 46614, United States
    574-291-4111
    edwardjones.com

    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.

    Photo of Edward Jones - Financial Advisor: Sunu G Thomas, AAMS™ - South Bend, IN 46614, USA
    Financial Service
    Details
  • #29

    Merrill Lynch Financial Advisor Jim T Ruthrauff

    ● Closed
    100 N Michigan St Suite 500, South Bend, IN 46601, United States
    574-282-3627
    fa.ml.com

    Merrill Lynch Financial Advisor Jim T Ruthrauff is a finance institution located at 100 North Michigan Street, South Bend, Indiana, United States.

    Photo of Merrill Lynch Financial Advisor Jim T Ruthrauff - South Bend, IN 46601, USA Photo of Merrill Lynch Financial Advisor Jim T Ruthrauff - South Bend, IN 46601, USA
    Financial Service
    Details
  • 1

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