Best Financial Advisors in Merrillville, IN

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Merrillville, IN Fiduciary Financial Advisors

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
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
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
Image of Merrillville, IN

About Merrillville, IN

Merrillville is a town located in northwestern Indiana, United States. It is part of the Chicago metropolitan area and is situated approximately 30 miles southeast of the city of Chicago. Merrillville's population was 30,752 at the 2010 census. The town is home to several major landmarks, including the Star Plaza Theatre, the Deep River Waterpark, and the Indiana Dunes National Lakeshore. The top employers in Merrillville are Methodist Health System, Walmart, and Target. Major highways in Merrillville include I-65 and US-30. The neighborhoods of Merrillville include Briar Ridge, Cedar Creek Estates, Crown Pointe, Fox Run, Knolls of Gary, Majestic Pines, Oak Ridge Manor, Pinecrest Estates, Ridgewood Meadows, Stonecrest Manor, and Timber Creek.

Where Certified Financial Advisors in Merrillville, IN Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Merrillville, IN residents are in luck, as there are a variety of different services that banks can provide for them. Services like online banking, bill pay, and even direct deposit can make the lives of Merrillville residents much easier. In addition to these conveniences, banks also offer a wide variety of different loans and credit products that can be helpful for residents in a number of different situations.

Insurance Broker

Merrillville, IN residents can benefit from the services of insurance brokers. Brokers can help people find the best policies for their needs, and they can also help people save money on their premiums. In addition, brokers can provide valuable advice on how to protect one's property and assets.

Retirement Planning

Merrillville, IN residents can benefit from working with a financial advisor when it comes to retirement planning. A financial advisor can help you create a plan that is tailored specifically for your needs, and they can also offer advice on how to save for retirement. If you are nearing retirement age, it is important to start thinking about your plans for the future, and a financial advisor can be a great resource in this process.

Wealth Management

Merrillville, Indiana is a town that is home to many families and businesses. While it is a great place to live, work, and raise a family, it can also be difficult to manage money and investments when you are not familiar with the process. That's where wealth management comes in. Wealth management firms offer their clients a variety of services that can help them better manage their money and make the most out of their investments. Wealth management firms can provide Merrillville residents with advice on how to save for retirement, how to invest money wisely, and how to protect their assets. They can also help individuals and families plan for major life events such as buying a home or sending children to college. In short, wealth management firms offer comprehensive financial planning services that can benefit everyone in Merrillville.

Estate Planning Lawyer

Merrillville, IN residents who want to ensure their loved ones are taken care of after they die can work with an estate planning lawyer to create a will or trust. These legal documents can appoint someone to manage your property and affairs if you become incapacitated, and can also designate someone to inherit your assets when you die. Estate planning lawyers can also help you set up a healthcare proxy or living will, which will specify your wishes for medical treatment if you are unable to make decisions for yourself.

Mortgage Loan Officer

Mortgage loan officers can help Merrillville, IN residents in a number of ways. They can provide advice on what type of mortgage is best for the individual, help them to understand the terms of their mortgage, and work with them to get the best possible interest rate. In addition, mortgage loan officers can help homeowners to avoid foreclosure if they are having difficulty making their monthly payments.

Tax Services

Merrillville, IN residents can receive assistance from tax accountants in order to ensure that they are filing their taxes correctly and receiving the best possible return on their investment. Tax accountants can also help residents plan for the future, by advising them on how to save money in order to reduce their taxable income. In addition, tax accountants can provide valuable support during an audit or other tax-related inquiry.


FAQs About Personal Financial Advisors in Merrillville, IN