Best Financial Advisors in Lake County, IN

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List of Firms

Lake County, IN Fiduciary Financial Advisors

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
Directions
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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
Directions
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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
Directions
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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
Directions
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Legacy Advisors Wealth Management
Location 8000 Utah St, Merrillville, IN 46410, USA
Phone (219) 942-7500
Directions
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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
Directions
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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
Directions
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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
Directions
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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
Directions
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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
Directions
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Aspire Planning Group
SEC File# 801-122583
CRD# 316636
Location 960 Harris Rd Suite 2B, Grayslake, IL 60030, USA
Phone (847) 231-0990
Directions
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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
Directions
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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
Directions
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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
Directions
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Brent Dunn - Financial Planner
Location 1500 Independence Dr, Hobart, IN 46342, USA
Phone (219) 384-3761
Directions
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Retire Source Wealth Management
Location 2845 45th St, Highland, IN 46322, USA
Phone (219) 924-5255
Directions
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William Maar - Thrivent
Location 9800 Connecticut Dr, Crown Point, IN 46307, USA
Phone (219) 763-2244
Directions
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Edward Jones - Financial Advisor: Pat Hedge
SEC File# 801-3297
CRD# 250
Location 10618 Randolph St, Winfield, IN 46307, USA
Phone (219) 662-5999
Directions
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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
Directions
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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
Directions
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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
Directions
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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
Directions
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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
Directions
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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
Directions
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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
Directions
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Lakeshore Financial Management, LLC
Location 200 E 80th Pl #110, Merrillville, IN 46410, USA
Phone (219) 472-7742
Directions
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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
Directions
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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
Directions
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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
Directions
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RIVERSTONE FINANCIAL GROUP
5 out of 5
Location 270 N Main St, Crown Point, IN 46307, USA
Phone (219) 663-4499
Directions
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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
Directions
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Wealth Planning Group LLC
Location 8105 Georgia St # C, Merrillville, IN 46410, USA
Phone (219) 472-2670
Directions
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Financial Advisor Indiana
Location 12400 Washington St, Crown Point, IN 46307, USA
Phone (219) 663-7444
Directions
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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
Directions
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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
Directions
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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
Directions
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Robert Goshen - Financial Advisor, Ameriprise Financial Services, LLC
Location 540 Lake Cook Rd Ste 450, Deerfield, IL 60015, USA
Phone (847) 964-2120
Directions
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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
Directions
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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
Directions
Financial Advisors in Lake County, IN

Where Certified Financial Advisors in Lake County, IN Serve

Nestled in the northwest corner of Indiana, Lake County boasts a plethora of landmarks that are sure to captivate any visitor. From the historic Crown Point Courthouse, which was once the site of infamous gangster John Dillinger's trial, to the majestic Indiana Dunes National Park, there is no shortage of sights to see. As for top employers, Lake County is home to a diverse range of businesses, including BP America, ArcelorMittal, and NIPSCO. These companies provide thousands of jobs to residents, making Lake County a hub for economic activity in the region. When it comes to transportation, Lake County is well-connected to the rest of the state and beyond. Major highways such as I-65 and I-80/94 run through the county, providing easy access to nearby cities like Chicago and Indianapolis. Meanwhile, major streets like Ridge Road and Calumet Avenue offer convenient local travel options.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Lake County, IN can benefit greatly from the guidance of a financial advisor. With a median household income of $62,105 and a poverty rate of 14.6%, many families in the area may struggle to manage their finances effectively. A financial advisor can help residents create a budget, establish savings goals, and develop a plan to pay off debt. Additionally, Lake County is home to a large retiree population, and a financial advisor can provide guidance on retirement planning, including investment strategies and maximizing Social Security benefits. Overall, a financial advisor can provide valuable support to Lake County residents in achieving their financial goals and securing their financial future.

Insurance Broker

Residents of Lake County, IN can benefit greatly from the services of an insurance broker. With the county's diverse population and varying insurance needs, an insurance broker can provide personalized guidance and support in finding the right coverage for individuals and families. For example, Lake County is known for its severe weather, including tornadoes and heavy snowfall. An insurance broker can help residents navigate the complexities of home and auto insurance policies to ensure they have adequate coverage in the event of weather-related damage. Additionally, with the county's proximity to Chicago and its bustling job market, an insurance broker can assist residents in finding affordable health insurance options that meet their unique needs and budget. Overall, an insurance broker can be a valuable resource for the residents of Lake County, IN in protecting their assets and securing their future.

Retirement Planning

Residents of Lake County, IN could benefit greatly from the services of a retirement planner. With a population of over 490,000, Lake County is the second most populous county in Indiana. Many residents may not be aware of the various retirement options available to them or how to maximize their savings for retirement. A retirement planner can help residents create a personalized retirement plan that takes into account their unique financial situation and goals. Additionally, Lake County has a significant number of retirees who may need assistance with managing their retirement income, minimizing taxes, and ensuring their assets are protected. A retirement planner can provide guidance on these topics and help retirees make informed decisions about their financial future.

Wealth Management

Residents of Lake County, IN could benefit greatly from the services of a wealth manager. With a population of over 490,000 people, Lake County is one of the most populous counties in Indiana. A wealth manager could help residents navigate the complex financial landscape of the county, which includes a diverse mix of industries such as healthcare, education, and manufacturing. Additionally, Lake County is home to a large number of retirees, who may require specialized financial planning services to ensure their retirement savings last throughout their lifetime. A wealth manager can help these residents with investment strategies, tax planning, and estate planning, among other things. Overall, a wealth manager can provide valuable guidance and support to residents of Lake County, IN, helping them achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Lake County, IN can benefit greatly from the services of a mortgage loan officer. With the county's diverse population and housing market, a mortgage loan officer can help residents navigate the complex process of obtaining a home loan. Whether a first-time homebuyer or a seasoned homeowner looking to refinance, a loan officer can provide guidance on the best loan options available. Additionally, Lake County is home to several cities and towns, each with their own unique housing market and lending requirements. A knowledgeable loan officer can help residents understand the specific lending practices in their area and find the right loan for their needs. Overall, a mortgage loan officer can be a valuable resource for residents of Lake County, IN looking to purchase or refinance a home.

Tax Services

Residents of Lake County, IN can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can assist Lake County residents is by helping them navigate the complex tax laws and regulations specific to the state of Indiana. For example, Lake County residents may have questions about property tax exemptions or credits, as well as the tax implications of owning rental properties in the area. A tax advisor can also provide guidance on how to maximize deductions and credits on their federal income tax returns, which can result in significant savings. With the help of a knowledgeable tax advisor, Lake County residents can ensure that they are in compliance with all tax laws and are taking advantage of all available tax benefits.

Estate Planning Lawyer

Residents of Lake County, IN can greatly benefit from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive plan for the distribution of assets after death. In Lake County, IN, where the population is over 490,000, having a clear and legally binding plan in place can help avoid disputes among family members and ensure that assets are distributed according to the individual's wishes. Additionally, an estate planning lawyer can assist with the creation of a living will, which outlines an individual's wishes for medical treatment in the event they become unable to make those decisions for themselves. This can provide peace of mind for both the individual and their loved ones. Overall, an estate planning lawyer can offer valuable guidance and support to residents of Lake County, IN as they plan for their future and the future of their loved ones.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Lake County, IN