Best Financial Advisors in Kokomo, IN

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List of Firms

Kokomo, IN Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Jenny Cole
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1622 E Hoffer St, Kokomo, IN 46902, USA
Phone (765) 868-7276
Michael Ricci - Raymond James
Location 101 W Sycamore St, Kokomo, IN 46901, USA
Phone (765) 455-1546
Edward Jones - Financial Advisor: Jeff Hughes
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1201 W Alto Rd Suite 12, Kokomo, IN 46902, USA
Phone (765) 864-0601
Edward Jones - Financial Advisor: Matthew D Williams
SEC File# 801-3297
CRD# 250
Location 1542 S Dixon Rd Suite J, Kokomo, IN 46902, USA
Phone (765) 452-0112

4 out of 5

Location 3541 S Lafountain St, Kokomo, IN 46902, USA
Phone (765) 453-4744
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About Kokomo, IN

Kokomo is located in north-central Indiana and is home to around 56,000 people. The city's economy is largely based on manufacturing, with top employers including Honda, Delphi, and Kokomo Aluminum. Major highways and streets include I-65, US 31, and IN 9. Some of the city's neighborhoods include Northside, Southside, Central City, and Harrison Heights. Kokomo has several notable landmarks including the Kokomo Automotive Museum, the Kokomo Opalescent Glass Factory, and the Howard County Historical Society Museum.

Where Certified Financial Advisors in Kokomo, IN Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are a valuable resource for Kokomo, IN residents. They offer a variety of services to help people manage their money and save for the future. Banks can provide residents with checking and savings accounts, loans, and mortgages. They can also help people invest their money and plan for retirement.

Insurance Broker

Kokomo, IN residents can benefit from the services of insurance brokers. These professionals can help people find the best policies for their needs, and they can also provide advice on how to make sure that their coverage is adequate. In addition, insurance brokers can assist people with filing claims and with getting the most out of their policies.

Retirement Planning

Kokomo, IN residents can benefit greatly from working with a financial advisor when it comes to retirement planning. Financial advisors have the expertise and knowledge necessary to help people create a plan that will best meet their needs. They can also provide guidance on how to save for retirement and how to make the most of their money during retirement.

Wealth Management

Kokomo, IN residents can benefit from wealth management services in order to make the most of their money. Wealth management is a process that helps individuals and families manage their financial affairs in an efficient and effective manner. This includes everything from saving and investing to estate planning and tax preparation.Wealth management services can be especially helpful for those who have complex financial situations. By working with a wealth manager, Kokomo, IN residents can rest assured that their finances are in good hands. A wealth manager will help them make smart investment decisions, minimize taxes, and protect their assets.

Estate Planning Lawyer

Estate planning lawyers in Kokomo, IN can help residents protect their assets and plan for the future. A well-drafted estate plan can ensure that your wishes are carried out after you die, and can also provide peace of mind during your lifetime. An estate planning lawyer can help you choose the right type of trust or will to meet your needs, and can also advise you on tax implications of your estate plan.

Mortgage Loan Officer

Mortgage loan officers in Kokomo, IN can help residents by providing them with the best possible mortgage rates and products. By working with a mortgage loan officer, residents can ensure that they are getting the best deal on their mortgage and that they are fully informed of all of their options.

Tax Services

Residents of Kokomo, IN can benefit from the help of tax accountants in order to make sure they are getting the most out of their tax returns. Tax accountants can help residents find deductions and credits that they may not have otherwise known about, which can result in a larger return at the end of the year. In addition, tax accountants can help residents stay organized and keep track of their finances throughout the year, which can lead to a more efficient filing process come tax time.


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