Best Financial Advisors in New Castle, IN

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List of Firms

New Castle, IN Fiduciary Financial Advisors

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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
Directions
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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
Directions
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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
Directions
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LPL Financial
SEC File# 801-10970
CRD# 6413
Location 2118 Bundy Ave, New Castle, IN 47362, USA
Phone (765) 521-4061
Directions
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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
Directions
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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
Directions
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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
Directions
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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
Directions
Financial Advisors in New Castle, IN

Where Certified Financial Advisors in New Castle, IN Serve

New Castle, IN is a small city located in the heart of Henry County. It is home to several landmarks, including the Indiana Basketball Hall of Fame, the Henry County Courthouse, and the New Castle Motorsports Park. The city is also known for its vibrant downtown area, which is home to a variety of local businesses and restaurants. Top employers in New Castle include the Henry County Hospital, Chrysler Group LLC, and the New Castle Community School Corporation. The city is conveniently located near several major highways, including Interstate 70 and State Road 3, making it easy to travel to nearby cities like Indianapolis and Dayton. New Castle is divided into several distinct neighborhoods, each with its own unique character and charm. Some of the most popular neighborhoods include the Historic District, which features beautiful Victorian homes and tree-lined streets, and the Westwood Park area, which is known for its spacious homes and quiet streets. Overall, New Castle is a charming and vibrant city that offers something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of New Castle, IN can benefit greatly from the guidance of a financial advisor. With a median household income of $38,000, many families in New Castle struggle to make ends meet and plan for their financial future. A financial advisor can help these families create a budget, manage debt, and save for retirement. Additionally, with a high poverty rate of 23%, many residents may not have access to financial education or resources. A financial advisor can provide valuable information and support to help these individuals improve their financial literacy and achieve their financial goals. Whether it's navigating the complexities of investing or simply creating a savings plan, a financial advisor can be an invaluable resource for residents of New Castle, IN.

Insurance Broker

Residents of New Castle, IN can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing expert advice on the best insurance policies to meet the unique needs of individuals and families in the area. For example, New Castle, IN is located in a region that is prone to severe weather conditions such as tornadoes and thunderstorms. An insurance broker can help residents choose policies that provide adequate coverage for damage caused by these natural disasters. Additionally, an insurance broker can help residents navigate the complex world of insurance policies and coverage options, ensuring they get the best value for their money.

Retirement Planning

Residents of New Castle, IN would greatly benefit from a retirement planner in a variety of ways. One of the most common ways a retirement planner can help is by creating a personalized retirement plan that takes into account the specific needs and goals of the individual. In New Castle, IN, where the cost of living is lower than the national average, a retirement planner can help residents maximize their retirement savings and ensure they have enough money to cover their expenses in retirement. Additionally, a retirement planner can help residents navigate the complex world of Social Security and Medicare, ensuring they are receiving all the benefits they are entitled to. With the help of a retirement planner, residents of New Castle, IN can rest assured that they are on track to achieve their retirement goals and live comfortably in their golden years.

Wealth Management

Residents of New Castle, IN could benefit from the services of a wealth manager in several ways. For example, a wealth manager could help residents create a personalized financial plan that takes into account their unique goals and circumstances. This could include strategies for saving for retirement, managing debt, and minimizing taxes. Additionally, a wealth manager could help residents navigate the complex world of investments by providing guidance on which assets to invest in and when to buy or sell them. Given that New Castle, IN is a small town with limited job opportunities, a wealth manager could also help residents find ways to maximize their income and build wealth over time. Overall, a wealth manager can provide valuable guidance and support to residents of New Castle, IN who are looking to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of New Castle, IN would greatly benefit from the expertise and guidance of a mortgage loan officer when it comes to purchasing a home. With the median home value in New Castle being around $79,000, many residents may struggle to come up with the necessary funds for a down payment. A mortgage loan officer can help residents navigate the different loan options available and find a mortgage that fits their unique financial situation. Additionally, New Castle has a large population of older homes, some of which may require renovations or repairs. A mortgage loan officer can help residents find a loan that includes funds for these updates, allowing them to purchase a home that fits their needs and budget. Overall, a mortgage loan officer can provide invaluable support to residents of New Castle, IN as they navigate the often complex process of purchasing a home.

Tax Services

Residents of New Castle, IN could benefit from the expertise of a tax advisor in a variety of ways. For starters, New Castle is a city with a population of over 17,000 people and a median household income of $38,000. This means that many individuals and families in the area may benefit from guidance on how to maximize their tax returns and minimize their tax liabilities. Additionally, New Castle is home to a number of small businesses and entrepreneurs who may need help navigating the complex tax laws and regulations that apply to their operations. A tax advisor can provide valuable insight and advice on everything from structuring a business to managing payroll taxes. Overall, a tax advisor can help residents of New Castle, IN save money, avoid costly mistakes, and achieve their financial goals.

Estate Planning Lawyer

Residents of New Castle, IN can benefit greatly 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 estate plan that ensures their assets are distributed according to their wishes after they pass away. In New Castle, IN, where the median age is 40, estate planning is particularly important because it allows individuals to plan for their future and protect their loved ones. An estate planning lawyer can also help residents of New Castle, IN with other important legal documents such as wills, trusts, and power of attorney agreements. By working with an estate planning lawyer, residents of New Castle, IN can have peace of mind knowing that their affairs are in order and their loved ones are taken care of.

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