Best Financial Advisors in Columbus, IN

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List of Firms

Columbus, IN Fiduciary Financial Advisors

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Edward Jones - Financial Advisor: Lisa Duke
SEC File# 801-3297
CRD# 250
Location 1505 25th St, Columbus, IN 47201, USA
Phone (812) 378-2012
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
Directions
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Integrity Wealth Management
5 out of 5
Location 3038 State St, Columbus, IN 47201, USA
Phone (812) 799-0039
Directions
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Edward Jones - Financial Advisor: John Hayden, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 723 Washington St, Columbus, IN 47201, USA
Phone (812) 378-0475
Directions
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Giesting Financial
SEC File# 801-110709
CRD# 288712
5 out of 5
Location 134 Westwood Blvd, Columbus, IN 47201, USA
Phone (812) 565-2726
Directions
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WWA Planning & Investments
Location 427 Washington St, Columbus, IN 47201, USA
Phone (812) 379-1120
Directions
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McAvoy Kemp Wealth Management, LLC
Location 2121 25th St, Columbus, IN 47201, USA
Phone (812) 376-6463
Directions
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Financial Concepts
SEC File# 801-122916
CRD# 134545
5 out of 5
Location 1121 2nd Ave N, Columbus, MS 39701, USA
Phone (662) 327-1480
Directions
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Edward Jones - Financial Advisor: Eric M Robbins, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3525 W 2 Mile House Rd, Columbus, IN 47201, USA
Phone (812) 342-8193
Directions
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Hanner Financial Services, Inc.
5 out of 5
Location 4020 25th St suite a, Columbus, IN 47203, USA
Phone (812) 372-9402
Directions
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Edward Jones - Financial Advisor: Andy Mann, AAMS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3200 Sycamore Ct Suite 1A, Columbus, IN 47203, USA
Phone (812) 378-1018
Directions
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Edward Jones - Financial Advisor: Ken Free
SEC File# 801-3297
CRD# 250
1 out of 5
Location 1712 Central Ave, Columbus, IN 47201, USA
Phone (812) 378-0022
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 – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Drew Robbins, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1006 25th St, Columbus, IN 47201, USA
Phone (812) 376-3439
Directions
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Columbus Wealth Inc
Location 645 Washington St, Columbus, IN 47201, USA
Phone (812) 900-3229
Directions
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Giesting Financial - Financial Advisor: Thorn Murphy
SEC File# 801-110709
CRD# 288712
Location 134 Westwood Blvd, Columbus, IN 47201, USA
Phone (812) 565-2726
Directions
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Engelstad Wealth Advisors
Location 250 Franklin St, Columbus, IN 47201, USA
Phone (812) 799-0345
Directions
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Edward Jones - Financial Advisor: Bob Lewis, AAMS™
SEC File# 801-3297
CRD# 250
Location 430 4th St, Columbus, IN 47201, USA
Phone (812) 378-5495
Directions
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Edward Jones - Financial Advisor: Ryan Burchfield, CFP®|AAMS™
Location 2405 Cottage Ave, Columbus, IN 47201, USA
Phone (812) 378-0611
Directions
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Edward Jones - Financial Advisor: David E Weiss, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 713 3rd St, Columbus, IN 47201, USA
Phone (812) 375-9160
Directions
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Edward Jones - Financial Advisor: Jim Ostermueller, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 5532 25th St, Columbus, IN 47203, USA
Phone (812) 376-0370
Directions
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Kessler Investment Group LLC
SEC File# 801-71393
CRD# 153696
5 out of 5
Location 50 Washington St STE 1A, Columbus, IN 47201, USA
Phone (812) 314-0083
Directions
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Edward Jones - Financial Advisor: Heath Johnson, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1712 Central Ave, Columbus, IN 47201, USA
Phone (812) 378-0022
Directions
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Baird Private Wealth Management
Location 380 Plaza Dr Suite D, Columbus, IN 47201, USA
Phone (812) 372-7892
Directions
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Raymond James Financial Services
SEC File# 801-69815
CRD# 149018
Location 2635 Fox Pointe Dr, Columbus, IN 47203, USA
Phone (812) 378-0730
Directions
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Edward Jones - Financial Advisor: David Luken
Location 2545 Fox Pointe Dr Suite E, Columbus, IN 47203, USA
Phone (812) 799-7488
Directions
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Joe Fritts - Thrivent
Location 624 3rd St, Columbus, IN 47201, USA
Phone (812) 375-9500
Directions
Financial Advisors in Columbus, IN

Where Certified Financial Advisors in Columbus, IN Serve

Columbus, IN is a vibrant city located in the heart of Indiana that boasts a rich history and a thriving economy. The city is home to several landmarks, including the iconic Bartholomew County Courthouse, which is a stunning example of modernist architecture. Other notable landmarks include the Miller House and Garden, the Columbus People Trail, and the historic Cummins Engine Company headquarters, which is now a museum. As for top employers, Columbus is known for its strong manufacturing sector, with companies like Cummins, Toyota, and Faurecia leading the way. Other major employers in the area include Columbus Regional Hospital, the Bartholomew Consolidated School Corporation, and the City of Columbus government. When it comes to transportation, Columbus is conveniently located near several major highways, including I-65, US-31, and State Road 46.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Columbus, IN can benefit greatly from the services of a financial advisor. One of the most common ways a financial advisor can help is by creating a personalized financial plan that takes into account the unique needs and goals of the individual. This can include strategies for saving for retirement, paying off debt, and investing in the local economy. In Columbus, IN, a financial advisor can also provide guidance on navigating the local real estate market, which can be complex and competitive. Additionally, a financial advisor can help residents of Columbus, IN make informed decisions about their insurance policies, including health, life, and disability insurance, to ensure that they are adequately covered in case of an unexpected event. Overall, a financial advisor can provide valuable expertise and support to help residents of Columbus, IN achieve their financial goals and improve their overall financial well-being.

Insurance Broker

Residents of Columbus, IN can benefit greatly from the services of an insurance broker. With the city's growing population and diverse economy, it can be challenging to navigate the various insurance options available. An insurance broker can help residents find the best policies for their needs, whether it's health insurance, auto insurance, or home insurance. For example, Columbus is home to several manufacturing companies, and an insurance broker can help business owners find the right liability insurance to protect their assets. Additionally, with the city's proximity to major highways, an insurance broker can help drivers find the most affordable and comprehensive auto insurance policies. Overall, an insurance broker can provide invaluable assistance to Columbus residents in navigating the complex world of insurance.

Retirement Planning

Residents of Columbus, IN can greatly benefit from the services of a retirement planner in many ways. Firstly, a retirement planner can help individuals create a personalized financial plan that takes into account their unique circumstances and goals. This can include strategies for saving and investing, as well as planning for potential healthcare costs. Additionally, a retirement planner can help residents navigate the complex world of retirement benefits, such as Social Security and Medicare. One specific benefit for Columbus, IN residents is the retirement planner's knowledge of local retirement communities and assisted living facilities. This can be particularly helpful for those looking to downsize or relocate in retirement. Overall, working with a retirement planner can provide peace of mind and help ensure a comfortable and secure retirement for residents of Columbus, IN.

Wealth Management

Residents of Columbus, IN can benefit greatly from the services of a wealth manager. With a wealth manager, residents can receive expert advice on how to manage their finances, invest wisely, and plan for their future. One specific way that a wealth manager can help residents of Columbus is by providing guidance on the local real estate market. Columbus is home to a thriving real estate industry, and a wealth manager can help residents navigate this market to make smart investments in property. Additionally, a wealth manager can help residents plan for retirement, save for their children's education, and manage their taxes. With the help of a wealth manager, residents of Columbus can achieve their financial goals and secure a bright financial future.

Mortgage Loan Officer

Residents of Columbus, IN can greatly benefit from the expertise of a mortgage loan officer. These professionals can assist in securing financing for a new home or refinancing an existing mortgage. In a city like Columbus, where the housing market can be competitive, having a mortgage loan officer on your side can make all the difference. They can guide residents through the entire homebuying process, from pre-approval to closing. Additionally, a mortgage loan officer can provide valuable insight into the local market, helping residents understand the unique challenges and opportunities in Columbus. With their knowledge and expertise, residents can make informed decisions and secure the best possible financing for their dream home.

Tax Services

Residents of Columbus, IN can benefit from the expertise of a tax advisor in a variety of ways. One of the most common is navigating the complex tax laws and regulations that apply to individuals and businesses in the area. With a tax advisor's guidance, residents can ensure that they are taking advantage of all available deductions and credits, minimizing their tax liability, and avoiding penalties and fines. Additionally, tax advisors can provide valuable advice on retirement planning, estate planning, and other financial matters that can have a significant impact on a person's long-term financial health. For residents of Columbus, IN specifically, a tax advisor can also help navigate the unique tax laws and regulations that apply to the city and surrounding areas, including local tax incentives and credits for businesses and individuals.

Estate Planning Lawyer

Residents of Columbus, IN can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a will. In Columbus, IN, where the population is growing and aging, it is important to have a will to ensure that your assets are distributed according to your wishes. An estate planning lawyer can also help with setting up trusts, which can provide protection for assets and minimize taxes. Additionally, an estate planning lawyer can assist with healthcare directives and power of attorney, which can ensure that your medical and financial decisions are made by someone you trust if you become incapacitated. Overall, an estate planning lawyer can provide peace of mind and security for residents of Columbus, IN as they plan for their future.

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FAQs About Personal Financial Advisors in Columbus, IN