Best Financial Advisors in Allen County, IN

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List of Firms

Allen County, IN Fiduciary Financial Advisors

Tyler Ford - Associate Financial Advisor, Ameriprise Financial Services, LLC
Location 409 E Cook Rd Ste 300, Fort Wayne, IN 46825, USA
Phone (260) 485-0403
Mark Carbaugh - Thrivent
Location 3711 Rupp Dr Ste 108, Fort Wayne, IN 46815, USA
Phone (260) 442-3607
Waggoner Miller Wealth Management - UBS Financial Services Inc.
Location 200 E Main St Suite 900, Fort Wayne, IN 46802, USA
Phone (260) 421-3105
Tradewell Tax & Financial
SEC File# 801-113954
CRD# 144046

4 out of 5

Location 130 W Main St #100, Fort Wayne, IN 46802, USA
Phone (260) 490-2084
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Tod A Heisler, AAMS™
SEC File# 801-3297
CRD# 250
Location 7030 Pointe Inverness Way Suite 125, Fort Wayne, IN 46804, USA
Phone (260) 432-3613
Edward Jones - Financial Advisor: Matt Ramer
Location 8528 Union Chapel Rd, Fort Wayne, IN 46845, USA
Phone (260) 627-7104
Kathy Crager - Thrivent
Location 3711 Rupp Dr Ste 108, Fort Wayne, IN 46815, USA
Phone (260) 450-5466
CLN Financial

4 out of 5

Location 3649, 409 E Cook Rd ste 150, Fort Wayne, IN 46825, USA
Phone (260) 426-1832
APP Financial Planning & Investments

5 out of 5

Location 9933 Dupont Cir Dr W STE 110, Fort Wayne, IN 46825, USA
Phone (260) 484-9577
Compass Financial Advisors
SEC File# 801-56002
CRD# 109131

5 out of 5

Location 9933 Dupont Cir Dr W STE 100, Fort Wayne, IN 46825, USA
Phone (260) 490-7878
Edward Jones - Financial Advisor: Parker D Watts
SEC File# 801-3297
CRD# 250
Location 311 IN-930 E, New Haven, IN 46774, USA
Phone (260) 749-7111
Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250

5 out of 5

Location 111 E Ludwig Rd #102, Fort Wayne, IN 46825, USA
Phone (260) 471-9524
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Kory M Klosterman
SEC File# 801-3297
CRD# 250

5 out of 5

Location 5530 St Joe Rd, Fort Wayne, IN 46835, USA
Phone (260) 483-9274
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: David M Smith
SEC File# 801-3297
CRD# 250
Location 3711 Rupp Dr Suite 102, Fort Wayne, IN 46815, USA
Phone (260) 471-9157
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: Closed Saturday: Closed Sunday: Closed
Lincoln Financial Advisors
Location 12730 Coldwater Rd # 104, Fort Wayne, IN 46845, USA
Phone (260) 637-0800
Edward Jones - Financial Advisor: Scott G Cook, AAMS™
Location 12912 Coldwater Rd Suite D, Fort Wayne, IN 46845, USA
Phone (260) 637-4089
Wells Fargo Advisors

3 out of 5

Location 6702 Pointe Inverness Way Suite 100, Fort Wayne, IN 46804, USA
Phone (260) 426-2553
Loechner Allen
Location 6702 Pointe Inverness Way #100, Fort Wayne, IN 46804, USA
Phone (260) 426-2553
Edward Jones - Financial Advisor: Brian East
SEC File# 801-3297
CRD# 250
Location 8528 Union Chapel Rd, Fort Wayne, IN 46845, USA
Phone (260) 627-7104
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Jehl & Kreilach Financial Management
Location 6209 Constitution Dr, Fort Wayne, IN 46804, USA
Phone (260) 420-0268
Dana Simcox - Raymond James
Location 10249 Auburn Rd, Fort Wayne, IN 46825, USA
Phone (260) 490-7100
Edward Jones - Financial Advisor: Carrie Lamb
SEC File# 801-3297
CRD# 250
Location 808 Ley Rd Suite B, Fort Wayne, IN 46825, USA
Phone (260) 471-0013
UBS Financial Services Inc.
SEC File# 801-7163
CRD# 8174
Location 200 E Main St Suite 900, Fort Wayne, IN 46801, USA
Phone (260) 424-3020
Edward Jones - Financial Advisor: Greg Solon, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
Location 4011 W Jefferson Blvd Ste 125, Fort Wayne, IN 46804, USA
Phone (260) 432-6796
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Leman Financial Advisors
Location 10319 Dawsons Creek Blvd Ste H, Fort Wayne, IN 46825, USA
Phone (260) 489-9884
Kolpien Financial Solutions of Raymond James
Location 9910 Dupont Cir Dr E STE 100, Fort Wayne, IN 46825, USA
Phone (260) 497-7711
Wellington Group - UBS Financial Services Inc.
Location 200 E Main St Suite 900, Fort Wayne, IN 46802, USA
Phone (260) 421-3031
Lincoln Financial Group

3 out of 5

Location 1301 S S Harrison St, Fort Wayne, IN 46802, USA
Phone (877) 275-5462
Old National Wealth Management
Location 116 E Berry St, Fort Wayne, IN 46855, USA
Phone (260) 310-6663
William Shinn - UBS Financial Services Inc.
Location 200 E Main St Suite 900, Fort Wayne, IN 46802, USA
Phone (260) 421-3110
Waggoner Group - UBS Financial Services Inc.
Location 200 E Main St Suite 900, Fort Wayne, IN 46802, USA
Phone (260) 421-3138
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 7221 Engle Rd # 210, Fort Wayne, IN 46804, USA
Phone (260) 459-6800
Edward Jones - Financial Advisor: Scott E Shepherd
SEC File# 801-3297
CRD# 250

1 out of 5

Location 9434 Lima Rd B, Fort Wayne, IN 46818, USA
Phone (260) 489-4162
Edward Jones - Financial Advisor: Michael C Caley, AAMS™
SEC File# 801-3297
CRD# 250
Location 7525 W Jefferson Blvd, Fort Wayne, IN 46804, USA
Phone (260) 432-0304
Edward Jones - Financial Advisor: Colleen A Maloney, AAMS¿
SEC File# 801-3297
CRD# 250

4 out of 5

Location 9512 Lima Rd Suite 102, Fort Wayne, IN 46818, USA
Phone (260) 471-9524
Raymond James Financial Services

5 out of 5

Location 4211 Hobson Ct B, Fort Wayne, IN 46815, USA
Phone (260) 492-7570
Shelton Financial Group, Inc.

5 out of 5

Location 7617 W Jefferson Blvd, Fort Wayne, IN 46804, USA
Phone (260) 436-7006
Edward Jones - Financial Advisor: Quinn Nofziger

5 out of 5

Location 414 S Scott Rd, Fort Wayne, IN 46814, USA
Phone (260) 399-5853
Edward Jones - Financial Advisor: Dustin P Hamm
Location 6430 Georgetown N Blvd, Fort Wayne, IN 46815, USA
Phone (260) 492-7430
Edward Jones - Financial Advisor: Paul W Phillips, CFP®|ADPA®
SEC File# 801-3297
CRD# 250
Location 1210 Ruston Pass, Fort Wayne, IN 46825, USA
Phone (260) 490-9599
Merrill Lynch Wealth Management Advisor Melissa L Stout
Location 9921 Dupont Cir Dr W, Fort Wayne, IN 46825, USA
Phone (260) 427-6560
Collier Financial
SEC File# 801-121627
CRD# 175207

5 out of 5

Location 4509 Maplecrest Rd, Fort Wayne, IN 46835, USA
Phone (260) 493-3930
Perkins Ryan
Location 9017 Coldwater Rd #350, Fort Wayne, IN 46825, USA
Phone (260) 271-1050
Werling Financial
Location 6315 Mutual Dr # H, Fort Wayne, IN 46825, USA
Phone (260) 471-6800
Allen Blackall - Associate Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 9017 Coldwater Rd #350, Fort Wayne, IN 46825, USA
Phone (888) 497-9208
Grabill Financial Services
Location 1505 W Dupont Rd suite c, Fort Wayne, IN 46825, USA
Phone (260) 255-6115
Edward Jones - Financial Advisor: Kirk R Davis, AAMS™

4 out of 5

Location 9017 Coldwater Rd Suite 450, Fort Wayne, IN 46825, USA
Phone (260) 497-0711
Edward Puglise - Financial Advisor, Ameriprise Financial Services, LLC
Location 9017 Coldwater Rd Ste 350, Fort Wayne, IN 46825, USA
Phone (260) 497-8884
Cindy Hoffman - Thrivent
Location 3711 Rupp Dr Ste 108, Fort Wayne, IN 46815, USA
Phone (260) 442-3609
Frank Financial Group
Location 6223 Constitution Dr, Fort Wayne, IN 46804, USA
Phone (260) 432-8913
Edward Jones - Financial Advisor: Justin R Moon

5 out of 5

Location 9071 Stellhorn Crossing Pkwy, Fort Wayne, IN 46815, USA
Phone (260) 486-0020
Edward Jones - Financial Advisor: Sun K Park, CFP®
SEC File# 801-3297
CRD# 250

2 out of 5

Location 838 Mill Lake Rd, Fort Wayne, IN 46845, USA
Phone (260) 637-7227
D.R. Financial Group Inc.

3 out of 5

Location 10421 Oak Valley Rd, Fort Wayne, IN 46845, USA
Phone (260) 627-0061
Edward Jones - Financial Advisor: Michael C Richardson
SEC File# 801-3297
CRD# 250

4 out of 5

Location 14110 Pony Express Run Suite B, Leo, IN 46765, USA
Phone (260) 627-6161
Aimee Davis - UBS Financial Services Inc.
Location 200 E Main St Suite 900, Fort Wayne, IN 46802, USA
Phone (260) 421-3090
Image of Allen County, IN

About Allen County, IN

Allen County is located in northeastern Indiana and has a population of over 330,000 people. The county seat is Fort Wayne, which is also the largest city in the county. Other major cities in Allen County include New Haven and Hoagland. Allen County is home to a number of major employers, including General Motors, Walmart, and Honda. The county is also served by several major highways and streets, including I-69, US 24, and State Road 37. There are also a number of neighborhoods in Allen County, including Georgetowne and Glenbrook.

Where Certified Financial Advisors in Allen County, IN Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Allen County, IN residents have a variety of services that banks can provide them. Banks offer products and services to meet the needs of their customers. They want to keep their customers happy, so they work hard to provide a variety of products and services that will benefit them. Some of the services that banks offer include: checking and savings accounts, loans, mortgages, and credit cards. In addition, they offer online banking and bill pay options for added convenience. They also have staff available to help with any questions or concerns you may have.

Insurance Broker

Residents of Allen County, IN can benefit from the services of insurance brokers. Insurance brokers are professionals who can help residents compare and contrast the different policies available to them. They can also help residents choose the policy that is best suited for their needs. Finally, insurance brokers can assist residents with filing claims and resolving any issues that may arise.

Retirement Planning

Financial advisors can help Allen County, IN residents with retirement planning in a number of ways. For one, they can provide guidance on how to save for retirement and what investments to make. Advisors can also help retirees manage their finances during retirement, ensuring they have enough money to cover their costs. In addition, advisors can offer advice on estate planning, helping residents create a plan that will ensure their assets are passed down to their heirs.

Wealth Management

Residents of Allen County, IN can benefit greatly from wealth management services. Wealth management can help residents save money, make sound investments, and plan for the future. By working with a wealth management professional, Allen County residents can get the guidance they need to make smart financial decisions.

Estate Planning Lawyer

Estate planning lawyers in Allen County, IN can help residents create wills and trusts that will protect their assets and ensure their loved ones are taken care of after they die. They can also help residents set up powers of attorney and healthcare directives to make sure their wishes are carried out in the event they become incapacitated.

Mortgage Loan Officer

Mortgage loan officers in Allen County, IN can help residents by providing them with the necessary information to obtain a mortgage. They can also provide advice on what type of mortgage is best for the individual, and help them to understand the terms of the mortgage. In addition, mortgage loan officers can assist residents in filling out the required paperwork and submitting it to the appropriate authorities.

Tax Services

Tax accountants in Allen County, IN can help residents with a variety of tax services. These services include preparing and filing taxes, as well as providing advice on how to reduce taxes and maximize deductions. In addition, tax accountants can also represent taxpayers during audits.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Allen County, IN