Best Financial Advisors in Lake County, IN

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List of Firms

Lake County, IN Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Timothy D Swallers, AAMS™
SEC File# 801-3297
CRD# 250
Location 8626 Wicker Ave Suite D, St John, IN 46373, USA
Phone (219) 365-1386
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Logan M Dexter
SEC File# 801-3297
CRD# 250
Location 420 Merrillville Rd, Crown Point, IN 46307, USA
Phone (219) 663-1234
Edward Jones - Financial Advisor: Tim O'Brien, CFP®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1455 S Lake Park Ave, Hobart, IN 46342, USA
Phone (219) 947-8208
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
MidCoast Wealth Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 300 E 90th Dr, Merrillville, IN 46410, USA
Phone (219) 736-8677
Kotys Wealth Professionals
SEC File# 801-118738
CRD# 168156
Location 1111 E Glendale Blvd Suite 105, Valparaiso, IN 46383, USA
Phone (219) 465-6924
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Aaron P Pollock, AAMS¿
SEC File# 801-3297
CRD# 250
Location 17650 Morse St, Lowell, IN 46356, USA
Phone (219) 696-1590
Eley-Graham-Austgen Financial Advisory Services
SEC File# 801-42017
CRD# 7461

5 out of 5

Location 334 W 84th Dr, Merrillville, IN 46410, USA
Phone (219) 736-6900
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
Wealth Planning Group LLC
Location 8105 Georgia St # C, Merrillville, IN 46410, USA
Phone (219) 472-2670
Brent Dunn - Financial Planner
Location 1500 Independence Dr, Hobart, IN 46342, USA
Phone (219) 384-3761
SYM Financial Advisors
SEC File# 801-23944
CRD# 107517
Location 801 Park Ave, Winona Lake, IN 46590, USA
Phone (574) 267-2300
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
Financial Advisor Indiana
Location 12400 Washington St, Crown Point, IN 46307, USA
Phone (219) 663-7444
Jason Topp - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 300 E 90th Dr, Merrillville, IN 46410, USA
Phone (219) 736-8677
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 8:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Legacy Advisors Wealth Management
Location 8000 Utah St, Merrillville, IN 46410, USA
Phone (219) 942-7500
Diversified Wealth Solutions Powered by LPL Financial
SEC File# 801-10970
CRD# 6413
Location 2833 Lincoln St #3, Highland, IN 46322, USA
Phone (219) 301-5030
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 – 4:00 PM Saturday: Closed Sunday: Closed
Lakeshore Financial Management, LLC
Location 200 E 80th Pl #110, Merrillville, IN 46410, USA
Phone (219) 472-7742
Retire Source Wealth Management
Location 2845 45th St, Highland, IN 46322, USA
Phone (219) 924-5255
William Maar - Thrivent
Location 9800 Connecticut Dr, Crown Point, IN 46307, USA
Phone (219) 763-2244
Edward Jones - Financial Advisor: Doug Lewis, AAMS¿
SEC File# 801-3297
CRD# 250

5 out of 5

Location 8415 Kennedy Ave, Highland, IN 46322, USA
Phone (219) 923-1482
Edward Jones - Financial Advisor: Pat Hedge
SEC File# 801-3297
CRD# 250
Location 10618 Randolph St, Winfield, IN 46307, USA
Phone (219) 662-5999
Edward Jones - Financial Advisor: Mike Jonas, AAMS¿
SEC File# 801-3297
CRD# 250

5 out of 5

Location 10033 Wicker Ave Suite 11, St John, IN 46373, USA
Phone (219) 365-1542
Edward Jones - Financial Advisor: Mark J Scalzitti
SEC File# 801-3297
CRD# 250

5 out of 5

Location 9515 Indianapolis Blvd Suite 3, Highland, IN 46322, USA
Phone (219) 922-0767
Edward Jones - Financial Advisor: Adam Robertson, AAMS¿
SEC File# 801-3297
CRD# 250

5 out of 5

Location 322 US Hwy 41 #207, Schererville, IN 46375, USA
Phone (219) 961-2016
Edward Jones - Financial Advisor: Michael P Dexter, AAMS¿
SEC File# 801-3297
CRD# 250

5 out of 5

Location 420 Merrillville Rd, Crown Point, IN 46307, USA
Phone (219) 663-1234
Edward Jones - Financial Advisor: Paul M Fiacable
SEC File# 801-3297
CRD# 250
Location 11426 Broadway, Crown Point, IN 46307, USA
Phone (219) 663-4329
RIVERSTONE FINANCIAL GROUP

5 out of 5

Location 270 N Main St, Crown Point, IN 46307, USA
Phone (219) 663-4499
Joseph A O'Keefe - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 11480 Broadway, Crown Point, IN 46307, USA
Phone (219) 663-9860
John Zandstra - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 300 E 90th Dr, Merrillville, IN 46410, USA
Phone (219) 736-8677
Doug Buuck - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 11480 Broadway, Crown Point, IN 46307, USA
Phone (219) 663-9860
John Vidal - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 11480 Broadway, Crown Point, IN 46307, USA
Phone (219) 663-9860
John S Larson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 11480 Broadway, Crown Point, IN 46307, USA
Phone (219) 663-9860
Edward Jones - Financial Advisor: Alyse M Houghton, AAMS™
SEC File# 801-3297
CRD# 250
Location 10712 Broadway, Crown Point, IN 46307, USA
Phone (219) 488-3896
Mary Haluska - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 1401 E Greenwood Ave Ste 400, Crown Point, IN 46307, USA
Phone (219) 662-2779
William Meloy - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 300 E 90th Dr, Merrillville, IN 46410, USA
Phone (219) 736-8677
Aspire Planning Group
SEC File# 801-122583
CRD# 316636
Location 960 Harris Rd Suite 2B, Grayslake, IL 60030, USA
Phone (847) 231-0990
Robert Goshen - Financial Advisor, Ameriprise Financial Services, LLC
Location 540 Lake Cook Rd Ste 450, Deerfield, IL 60015, USA
Phone (847) 964-2120
Edward Jones - Financial Advisor: Jason T Gunther
SEC File# 801-3297
CRD# 250

5 out of 5

Location 225 E Deerpath Rd Ste 266, Lake Forest, IL 60045, USA
Phone (847) 615-9206
Edward Jones - Financial Advisor: Vickie Wicks, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 4315 Lake St Suite 1, Lake Charles, LA 70605, USA
Phone (337) 477-2356
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 – 4:00 PM Saturday: Closed Sunday: Closed
Jack M Dunk & Associates - Ameriprise Financial Services, LLC

1 out of 5

Location 5101 Washington St Ste 2L, Gurnee, IL 60031, USA
Phone (847) 244-8400
Julie Hupp, Aspire Planning Group LLC
SEC File# 801-122583
CRD# 316636
Location 960 Harris Rd #2b, Grayslake, IL 60030, USA
Phone (847) 231-0990
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About Lake County, IN

Lake County, IN is a beautiful place located in northwest Indiana. It is home to many interesting landmarks, including the Indiana Dunes National Lakeshore and the Chicago skyline. The top employers in the county are health care providers and retailers. Major highways and streets in the county include Interstate 94 and U.S. Route 12. The neighborhoods in Lake County are diverse and include historic towns, rural communities, and suburban neighborhoods.

Where Certified Financial Advisors in Lake County, IN Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Lake County, IN residents have a variety of services available to them through their local banks. Banks can provide residents with checking and savings accounts, loans, mortgages, and other financial products and services. Residents can also use the services of their local banks to manage their money, pay bills, and make deposits and withdrawals.

Insurance Broker

In today's economy, it is more important than ever for people to have insurance. This is especially true in Lake County, IN, where residents are still recovering from the recession. Insurance brokers can help Lake County residents get the coverage they need at a price they can afford.

Retirement Planning

Lake County, IN residents may be interested in retirement planning services offered by financial advisors. These advisors can help residents save for retirement and make the most of their retirement savings. Retirement planning services may include advice on 401(k)s, IRAs, and other investment options. Financial advisors can also help Lake County, IN residents plan for unexpected expenses in retirement.

Wealth Management

Lake County, IN residents who are looking for ways to manage their wealth can find a variety of options available to them. Wealth management firms offer a wide range of services that can help individuals and families make the most of their money. These services can include investment planning, estate planning, tax planning, and more. By working with a wealth management firm, Lake County residents can get the guidance they need to make smart financial decisions that will benefit them in the long run.

Estate Planning Lawyer

Estate planning lawyers in Lake County, IN can help residents protect their assets and plan for the future. Residents of Lake County, IN may not realize it, but they need estate planning lawyers to help them protect their assets and plan for the future. No one knows when their time will come, and it's important to have a solid estate plan in place just in case something happens. An experienced estate planning lawyer can help you create a will, set up trusts, and more.

Mortgage Loan Officer

Mortgage loan officers can help Lake County, IN residents in a number of ways. They can work with people to find the best mortgage products for their needs, provide advice on refinancing and home buying, and help homeowners understand their mortgage statements. In addition, mortgage loan officers can offer budgeting and foreclosure prevention counseling services.

Tax Services

Residents of Lake County, IN can benefit from the help of tax accountants in order to ensure that they are getting the most out of their tax returns. Tax accountants can help residents save money on their taxes and file their returns in a timely manner. Additionally, tax accountants can help residents understand complex tax laws and regulations.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Lake County, IN