Best Financial Advisors in Newburgh, IN

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List of Firms

Newburgh, IN Fiduciary Financial Advisors

Shoemaker Financial
Location 8988 County Rd 406 S, Newburgh, IN 47630, USA
Phone (812) 490-9100
Directions
Edward Jones - Financial Advisor: Tom McCool
Location 507 State St, Newburgh, IN 47630, USA
Phone (812) 853-9091
Directions
Fifth Third Preferred - Adam Stevens
Location 8422 Bell Oaks Dr, Newburgh, IN 47630, USA
Phone (812) 858-5753
Directions
McKee Financial Resources Inc
5 out of 5
Location 727 N, Cross Pointe Blvd Suite C, Evansville, IN 47715, USA
Phone (812) 477-8522
Directions
Financial Advisors in Newburgh, IN

Where Certified Financial Advisors in Newburgh, IN Serve

Newburgh, IN is a charming town situated in Warrick County, Indiana, that boasts a rich history and a vibrant community. The town is home to several landmarks that attract visitors from all over the world, including the historic Newburgh Lock and Dam, the Old Lock and Dam Park, and the Newburgh Museum. Top employers in Newburgh include Deaconess Health System, the Warrick County School Corporation, and the Town of Newburgh. These companies provide a diverse range of job opportunities for residents and help to drive the local economy. Major highways and streets in Newburgh include State Road 66, State Road 261, and State Road 62. These roads provide easy access to neighboring towns and cities, making Newburgh an ideal location for commuters. Newburgh is also home to several charming neighborhoods, including Old Hickory Estates, Cambridge Village, and Lake Ridge Crossing. These neighborhoods offer a variety of housing options and amenities, making them popular among families and young professionals alike.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Newburgh, IN can benefit greatly from the guidance of a financial advisor. With a population of just over 3,000, Newburgh is a small town that is home to many hardworking individuals and families. A financial advisor can help these residents in a variety of ways, including creating a budget, saving for retirement, and investing wisely. One specific challenge that residents of Newburgh may face is the cost of healthcare. A financial advisor can help them navigate the complex world of insurance and healthcare costs, ensuring that they are getting the coverage they need at a price they can afford. Additionally, a financial advisor can help residents plan for unexpected expenses, such as car repairs or home maintenance, which can be especially challenging for those on a fixed income. Overall, a financial advisor can provide valuable support and guidance to the residents of Newburgh, helping them achieve their financial goals and secure their future.

Insurance Broker

Residents of Newburgh, IN could greatly benefit from the services of an insurance broker. One specific way in which an insurance broker could help is by providing guidance on flood insurance. Newburgh is located along the Ohio River, making it vulnerable to flooding. An insurance broker could help residents understand their risk for flooding and find the right flood insurance policy to protect their homes and belongings. Additionally, an insurance broker could assist with finding affordable health insurance options, which is especially important given the rising healthcare costs in the United States. Overall, an insurance broker can offer valuable expertise and support to Newburgh residents as they navigate the complex world of insurance.

Retirement Planning

Residents of Newburgh, IN could greatly benefit from the expertise of a retirement planner. With the town's population of over 3,000 residents, many of whom are approaching retirement age, a retirement planner can provide guidance on how to manage their finances in order to achieve their retirement goals. Specifically, with the town's close proximity to Evansville, a retirement planner can help residents navigate the various retirement options available to them, including social security benefits, pensions, and 401(k) plans. Additionally, a retirement planner can assist residents in creating a personalized retirement plan that takes into account their unique financial situation, lifestyle goals, and health needs. By working with a retirement planner, residents of Newburgh, IN can feel more confident and secure in their retirement years.

Wealth Management

Residents of Newburgh, IN could greatly benefit from the guidance of a wealth manager. With the town's location along the Ohio River and its proximity to Evansville, many residents may have unique financial considerations related to riverfront property or potential job opportunities in the nearby city. A wealth manager could assist with navigating these specific financial situations and provide personalized advice on investment strategies, retirement planning, and estate planning. Additionally, with Newburgh's growing population and increasing property values, a wealth manager could help residents make informed decisions about buying or selling property and managing their assets. Overall, a wealth manager could provide valuable expertise and support to help Newburgh residents achieve their financial goals and secure their financial futures.

Mortgage Loan Officer

Residents of Newburgh, IN could greatly benefit from the expertise and guidance of a mortgage loan officer. These professionals can assist with a variety of tasks, such as explaining the different types of mortgage options available, helping residents determine their budget and affordability, and guiding them through the application process. One specific aspect of Newburgh that a mortgage loan officer could assist with is the town's growing population. As more people move to the area, it can be challenging to find affordable housing options. A loan officer can help residents navigate the competitive housing market and find a mortgage that works for their unique financial situation. Additionally, they can provide valuable insights into the local real estate market and help residents make informed decisions about their future home.

Tax Services

Residents of Newburgh, IN could greatly benefit from the guidance of a tax advisor in several ways. For example, a tax advisor can help residents navigate the complex tax laws and regulations specific to Indiana, including the state's unique tax credits and deductions. Additionally, a tax advisor can assist residents in maximizing their tax savings through careful planning and strategic investments. With Newburgh's growing population and thriving business community, a tax advisor can also provide valuable insights and advice on how to effectively manage and grow personal or business finances. Ultimately, a tax advisor can help Newburgh residents achieve financial stability and success by providing tailored solutions and expert guidance.

Estate Planning Lawyer

Residents of Newburgh, IN can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help residents create a comprehensive plan for their assets and properties. This is especially important for Newburgh residents, as the town is known for its high property values and affluent population. Secondly, an estate planning lawyer can assist with drafting legal documents such as wills, trusts, and powers of attorney, which can ensure that a person's wishes are carried out in the event of incapacitation or death. Lastly, an estate planning lawyer can help families navigate the complex probate process, which can be particularly challenging in Indiana. By working with an estate planning lawyer, Newburgh residents can have peace of mind knowing that their assets and loved ones are protected.

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