Best Financial Advisors in Granger, IN

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List of Firms

Granger, IN Fiduciary Financial Advisors

Compass Financial Advisors
SEC File# 801-56002
CRD# 109131
Location 6910 N Main St #16, Granger, IN 46530, USA
Phone (574) 855-1796
Directions
Generations Financial Advisors
5 out of 5
Location 12400 Bittersweet Cmns E, Granger, IN 46530, USA
Phone (574) 271-0635
Directions
Stair Jon
Location 416 Cleveland Rd, Granger, IN 46530, USA
Phone (574) 277-7025
Directions
Fin Resources To Wealth
Location 51958 Sandy Ln Dr, Granger, IN 46530, USA
Phone (574) 243-0935
Directions
Raymond Byers - UBS Financial Services Inc.
Location 4330 Edison Lakes Pkwy Suite B, Mishawaka, IN 46545, USA
Phone (574) 247-2810
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
2 out of 5
Location 50710 Princess Way Suite 200, Granger, IN 46530, USA
Phone (574) 272-2262
Directions
Integrity Wealth Advisors
SEC File# 801-113205
CRD# 281708
5 out of 5
Location 52511 Gumwood Rd, Granger, IN 46530, USA
Phone (574) 703-3987
Time Monday: 9:00 AM – 6:00 PM Tuesday: 9:00 AM – 6:00 PM Wednesday: 9:00 AM – 6:00 PM Thursday: 9:00 AM – 6:00 PM Friday: 9:00 AM – 12:00 PM Saturday: Closed Sunday: Closed
Directions
Financial Associates
SEC File# 801-78531
CRD# 126189
Location 53700 Generations Dr #100, South Bend, IN 46635, USA
Phone (574) 243-3200
Directions
M & L Financial Solutions
SEC File# 801-111055
CRD# 158043
5 out of 5
Location 12669 Adams Rd, Granger, IN 46530, USA
Directions
Financial Advisors in Granger, IN

Where Certified Financial Advisors in Granger, IN Serve

Granger, Indiana is a bustling suburban community located in St. Joseph County, with a population of 30,465. This lively area boasts a variety of landmarks, including the University Park Mall, which features over 120 stores and restaurants. The Heritage Square shopping center is another popular destination, with a range of specialty shops and eateries. Granger is also home to several beautiful parks, such as the Harris Branch County Park and the Bittersweet Branch Trail. When it comes to top employers, Granger offers a diverse array of options. Major companies such as Honeywell Aerospace, Crowe Horwath LLP, and the University of Notre Dame all have a significant presence in the area. Additionally, the healthcare industry is well-represented, with organizations like Saint Joseph Health System and Memorial Hospital providing employment opportunities for residents. Granger is conveniently located near several major highways, including the I-80/90 Toll Road and the US-31 Bypass.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Granger, IN can benefit greatly from the guidance of a financial advisor. With a median household income of $94,000, many families in Granger have significant assets to manage and plan for. A financial advisor can provide personalized advice on investing, retirement planning, and tax strategies to help residents make the most of their money. Additionally, with the cost of living in Granger being slightly higher than the national average, a financial advisor can help residents create a budget and manage their expenses effectively. By working with a financial advisor, residents of Granger can feel more confident in their financial future and make informed decisions about their money.

Insurance Broker

Residents of Granger, IN could benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing guidance and support when it comes to finding the right insurance coverage for their specific needs. This is especially important in Granger, where the cost of living is higher than the national average, and residents may need to carefully manage their expenses. An insurance broker can help residents navigate the complex world of insurance policies and find the most affordable and comprehensive coverage for their unique situation. Additionally, an insurance broker can provide ongoing support and assistance, helping residents to make informed decisions and stay up-to-date on any changes in their coverage. Overall, an insurance broker can be an invaluable resource for residents of Granger, IN, helping them to protect their assets and secure their financial future.

Retirement Planning

Residents of Granger, IN could benefit from the guidance of a retirement planner in a variety of ways. For example, a retirement planner could help them navigate the complex world of Social Security benefits and ensure they are maximizing their potential earnings. Additionally, a planner could assist in creating a personalized retirement savings plan that takes into account the unique demographics of Granger, such as its high median income and large population of retirees. With the help of a retirement planner, residents of Granger could feel more confident in their financial future and better prepared for the challenges that come with retirement.

Wealth Management

Residents of Granger, IN could benefit from the services of a wealth manager in a number of ways. One of the most common ways is through retirement planning. Granger is a predominantly middle-class community with a median age of 40 years old. Many residents are likely thinking about their retirement and how to make sure they have enough money to live comfortably. A wealth manager can help them create a personalized retirement plan that takes into account their current financial situation and goals for the future. They can also help residents navigate the complex world of investments and make informed decisions about where to put their money. With the help of a wealth manager, residents of Granger can feel more confident about their financial future and enjoy peace of mind knowing they have a plan in place.

Mortgage Loan Officer

Residents of Granger, IN would greatly benefit from the services of a mortgage loan officer. With the average home price in Granger being higher than the national average, many residents may need assistance in securing a mortgage loan that fits their budget. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, from assessing their credit score to finding the best interest rates and loan terms. Additionally, Granger is home to many families with children, and a mortgage loan officer can help families find a home in a good school district or with enough space for their growing family. Overall, a mortgage loan officer can provide valuable guidance and support to residents of Granger looking to purchase their dream home.

Tax Services

Residents of Granger, IN can greatly benefit from the services of a tax advisor. A tax advisor can help residents navigate the complex tax laws and regulations that apply to the state of Indiana and the federal government. They can provide guidance on tax planning, tax preparation, and tax compliance. For example, residents of Granger, IN who own small businesses may need help with tax planning and compliance to ensure they are meeting their tax obligations while maximizing their deductions. Additionally, tax advisors can help residents who have recently moved to Granger, IN understand the state's tax laws and how they differ from their previous state. With the help of a tax advisor, residents of Granger, IN can make informed decisions about their finances and avoid costly mistakes when it comes to taxes.

Estate Planning Lawyer

Residents of Granger, 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 drafting a will to ensure that a person's assets are distributed according to their wishes after they pass away. In Granger, where many residents own property and have significant assets, having a will can be especially important. Additionally, an estate planning lawyer can assist with setting up trusts, which can help protect assets and provide for loved ones. With the help of an estate planning lawyer, Granger residents can have peace of mind knowing that their assets will be handled in the way they want and that their loved ones will be taken care of after they're gone.

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