Best Financial Advisors in Newburgh, IN

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List of Firms

Newburgh, IN Fiduciary Financial Advisors

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

Where Certified Financial Advisors in Newburgh, IN Serve

The city of Newburgh is located in Warrick County, Indiana. It is situated along the Ohio River and is home to around 30,000 people. Some of the city's most notable landmarks include the Old Courthouse Museum, the Evansville Regional Airport, and the Angel Mounds State Historic Site. Top employers in Newburgh include Toyota Motor Manufacturing Indiana, Koch Industries, and Berry Plastics. Major highways and streets in Newburgh include Interstate 64 and US Route 41. The city's neighborhoods are largely suburban in nature.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

There are many services that banks can provide Newburgh, IN residents. Some of these services include checking and savings accounts, loans, mortgages, and credit cards. Each of these services comes with its own set of benefits and drawbacks. It is important for residents of Newburgh to research the different options available to them before choosing a bank.

Insurance Broker

There are many different types of insurance brokers who can help Newburgh, IN residents. Some specialize in health insurance, while others may focus on automobile or homeowners insurance. No matter what type of broker you're looking for, it's important to do your research first to make sure you're getting the best deal possible.

Retirement Planning

Newburgh, IN residents can benefit from working with a financial advisor to create a retirement plan. Financial advisors can help you assess your current financial situation and develop a plan that will allow you to save for retirement while still meeting your other financial obligations. They can also help you choose the right type of retirement account to fit your needs and make investing in your future easier than ever.

Wealth Management

Newburgh, IN residents can benefit from wealth management services in order to help them grow their money and protect it. Wealth management is a process that helps individuals or families with significant assets make the most of their money. There are a variety of services that fall under the umbrella of wealth management, including investment planning, risk management, and tax planning. A good wealth manager will work with you to create a plan that fits your specific needs. They will help you allocate your assets wisely, so that you can maximize your returns while minimizing your risk. And they will keep up with the ever-changing tax laws so that you can stay compliant and avoid penalties. If you are looking for a way to grow your money and protect it, then wealth management is the solution for you. Contact a local wealth manager today to learn more about how they can help you reach your financial goals.

Estate Planning Lawyer

Estate planning lawyers can help Newburgh, IN residents protect their assets and plan for the future. When you work with an estate planning lawyer, you can create a will or trust that will ensure your property is distributed according to your wishes. You can also appoint a guardian for your children in the event that something happens to you. And if you have a business, you can create a succession plan that will allow it to continue operating after your death.

Mortgage Loan Officer

Mortgage loan officers in Newburgh, IN can help residents with a variety of needs when it comes to mortgages. They can help people find the best mortgage for their needs, as well as work with them to get the best rates and terms possible. Additionally, mortgage loan officers can help people who are having difficulty making their monthly payments by working out a payment plan or refinancing their mortgage.

Tax Services

Residents of Newburgh, IN can benefit from the help of tax accountants in order to ensure that they are filing their taxes correctly and taking advantage of all available deductions and credits. Tax accountants can also help residents plan for the future, by helping them set money aside for retirement or other purposes.


FAQs About Personal Financial Advisors in Newburgh, IN