Best Financial Advisors in New Castle, IN

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List of Firms

New Castle, IN Fiduciary Financial Advisors

Shoreline Wealth Advisors
SEC File# 801-112736
CRD# 121764

4 out of 5

Location 412 S Main St, New Castle, IN 47362, USA
Phone (765) 593-2487
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
Edward Jones - Financial Advisor: Jeff Virchow, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
Location 224 W Main St, Newcastle, WY 82701, USA
Phone (307) 746-2667
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 2118 Bundy Ave, New Castle, IN 47362, USA
Phone (765) 521-4061
Asset Consulting & Safe Money Solutions INC.

5 out of 5

Location 3221 S Memorial Dr b, New Castle, IN 47362, USA
Phone (765) 749-0082
Edward Jones - Financial Advisor: Erika J Hayes
SEC File# 801-3297
CRD# 250
Location 1105 Broad St, New Castle, IN 47362, USA
Phone (765) 465-4638
Edward Jones - Financial Advisor: Chris Weidert
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1960 S Memorial Dr, New Castle, IN 47362, USA
Phone (765) 529-9395
Edward Jones - Financial Advisor: Michelle M Frazier
SEC File# 801-3297
CRD# 250

5 out of 5

Location 218 S 14th St, New Castle, IN 47362, USA
Phone (765) 465-4264
Edward Jones - Financial Advisor: Erika Gilman, AAMS™
SEC File# 801-3297
CRD# 250
Location 1484 S Memorial Dr Suite 103, New Castle, IN 47362, USA
Phone (765) 529-8921
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About New Castle, IN

New Castle, Indiana is a city located in Henry County. It has a population of around 18,000 and is the county seat. Some of the city's landmarks include the New Castle Courthouse Square, the New Castle Memorial Park, and the Carnegie Library. The top employers in New Castle are Honda Manufacturing of Indiana, Hillenbrand, and Faurecia. The major highways and streets in New Castle are IN-37 and US-40. The neighborhoods in New Castle are Central Heights, East Hill, West Hill, and Northgate.

Where Certified Financial Advisors in New Castle, IN Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are in a unique position to help New Castle, IN residents in a variety of ways. They can provide low-interest loans for small businesses, offer financial advice and counseling, and help people save money on their mortgages. In addition, banks can work with the local government to promote economic development and attract new businesses to the area.

Insurance Broker

In New Castle, IN, insurance brokers can help residents find the best policies for their needs. They can also help residents understand the different types of insurance and what each one covers. In addition, insurance brokers can help residents file claims and get the money they deserve after an accident or other disaster.

Retirement Planning

If you're a New Castle, IN resident who's nearing retirement age, it's important to start planning ahead. That's where financial advisors can help. They can help you figure out how much money you'll need to retire comfortably and provide advice on how best to invest your money so that it will grow over time. They can also help you create a budget that will allow you to live comfortably in retirement without running out of money.

Wealth Management

Income inequality has been on the rise in the United States for decades, and New Castle is no exception. While some families are able to live comfortably off of one income, many residents find themselves struggling to make ends meet. Wealth management can help bridge the gap for these families, providing them with the stability they need to live comfortable lives. Wealth management services can help residents save money, invest money wisely, and plan for their future. If you are a resident of New Castle, IN and you are looking for a way to improve your financial situation, please give us a call today. We would be happy to discuss our wealth management services with you and see how we can help you reach your goals.

Estate Planning Lawyer

Estate planning lawyers can help New Castle, IN residents protect their assets and ensure that their loved ones are taken care of after they die. They can also help residents create trusts and wills that will make the distribution of property much easier after they die. In addition, estate planning lawyers can advise residents on tax issues related to estate planning, and help them plan for long-term care needs.

Mortgage Loan Officer

Mortgage loan officers in New Castle, IN can help residents with a variety of services related to mortgages. They can help residents find the best mortgage rates, and they can also help people apply for mortgages. Mortgage loan officers can also help people understand the terms of their mortgages, and they can assist people in making payments on their mortgages.

Tax Services

Tax accountants in New Castle, IN can help residents save money on their taxes. They can also help them stay organized and file their taxes on time. Tax accountants can be a great resource for New Castle, IN residents, and they can help them save money and time.

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FAQs About Personal Financial Advisors in New Castle, IN