Best Financial Advisors in Porter County, IN

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List of Firms

Porter County, IN Fiduciary Financial Advisors

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Northwestern Mutual: Matthew Volom - Financial Advisor
5 out of 5
Location 648 N 400 E, Valparaiso, IN 46383, USA
Phone (219) 916-2612
Directions
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Jaime Bachman - Thrivent
Location 57 Franklin St Ste 207, Valparaiso, IN 46383, USA
Phone (219) 462-1411
Directions
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Thrivent Financial - Lakeshore Group
Location 331 W 806 N, Valparaiso, IN 46385, USA
Phone (219) 763-2244
Directions
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Compass Financial Advisors
SEC File# 801-56002
CRD# 109131
Location 2803 Boilermaker Ct, Valparaiso, IN 46383, USA
Phone (219) 476-7100
Directions
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Thrivent Financial:William P. Maar
5 out of 5
Location 331 W U.S. Hwy 6, Valparaiso, IN 46385, USA
Phone (219) 763-2244
Directions
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CAPTRUST
SEC File# 801-62193
CRD# 175112
5 out of 5
Location 3100 Village Point #200, Chesterton, IN 46304, USA
Phone (219) 926-1182
Time Monday: 7:30 AM – 4:30 PM Tuesday: 7:30 AM – 4:30 PM Wednesday: 7:30 AM – 4:30 PM Thursday: 7:30 AM – 4:30 PM Friday: 7:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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Thrivent - Northwest Indiana Group
5 out of 5
Location 57 Franklin St #207, Valparaiso, IN 46383, USA
Phone (219) 462-1411
Directions
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R.B. Smith Co. Inc
5 out of 5
Location 554 Vale Park Rd, Valparaiso, IN 46385, USA
Phone (219) 462-3630
Directions
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Edward Jones - Financial Advisor: Michael A Kosteskie
5 out of 5
Location 552 Vale Park Rd B, Valparaiso, IN 46385, USA
Phone (219) 548-0239
Directions
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Directions Wealth Management | NWI
Location 162 W Lincolnway Ste 102, Valparaiso, IN 46383, USA
Phone (219) 386-3920
Directions
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Heritage Advisory Group
5 out of 5
Location 1496 Pope Ct Suite 1, Chesterton, IN 46304, USA
Phone (219) 926-4400
Directions
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Primerica Financial Services - Joseph Langley -
Location 952 South, IN-2 Suite 5, Valparaiso, IN 46385, USA
Phone (219) 728-9305
Directions
Financial Advisors in Porter County, IN

Where Certified Financial Advisors in Porter County, IN Serve

Porter County, located in the northwestern region of Indiana, is home to a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the picturesque Indiana Dunes National Park to the historic Porter County Courthouse, this county has no shortage of captivating sites to explore. Additionally, top employers such as ArcelorMittal, Porter Regional Hospital, and Urschel Laboratories provide ample job opportunities for residents. Major highways such as Interstate 94 and US Route 30 make transportation easy and accessible, while neighborhoods like Valparaiso and Chesterton offer charming small-town vibes with modern amenities. With so much to offer, Porter County is a gem in the heart of the Midwest.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Porter County, IN could benefit from the guidance of a financial advisor in a variety of ways. With the county's strong economy and growing population, a financial advisor could help individuals and families navigate the complexities of investing, retirement planning, and saving for major life events. Specifically, with the county's proximity to Lake Michigan and its many recreational opportunities, a financial advisor could help residents plan for the costs associated with owning a boat or vacation property. Additionally, with the county's diverse population and range of industries, a financial advisor could provide tailored advice to individuals working in fields such as healthcare, education, and manufacturing. Overall, a financial advisor could offer valuable insights and strategies to help Porter County residents achieve their financial goals and secure their financial futures.

Insurance Broker

Residents of Porter County, IN can benefit from the services of an insurance broker in many ways. For starters, an insurance broker can help them navigate the complex world of insurance policies and find the best coverage for their needs. This is especially important in Porter County, where severe weather events such as tornadoes and winter storms are common. An insurance broker can help residents understand the coverage they need to protect their homes and property from these natural disasters. Additionally, an insurance broker can help residents find affordable health insurance, which is particularly important in Porter County where the cost of healthcare is higher than the national average. With the help of an insurance broker, residents of Porter County can rest assured that they have the right coverage at a price they can afford.

Retirement Planning

Residents of Porter County, IN can greatly benefit from the services of a retirement planner. One of the most common ways a retirement planner can help is by providing personalized financial advice and guidance to help individuals prepare for retirement. This is especially important in Porter County, where the cost of living is relatively high compared to other areas in the state. A retirement planner can help residents create a retirement plan that takes into account their specific financial situation and goals, including factors such as Social Security benefits, pensions, and investments. They can also provide advice on how to maximize retirement income and minimize taxes, as well as help with estate planning and long-term care planning. By working with a retirement planner, residents of Porter County can feel more confident and prepared for their retirement years.

Wealth Management

Residents of Porter County, IN could benefit greatly from the guidance and expertise of a wealth manager. With a median household income of $64,000, many families in the area are looking for ways to grow their wealth and secure their financial future. A wealth manager can provide personalized investment strategies, tax planning advice, and retirement planning services to help residents achieve their financial goals. Additionally, with the county's proximity to Chicago and its thriving business community, a wealth manager can offer insights and connections to help local entrepreneurs and business owners succeed. Overall, a wealth manager can be a valuable resource for residents of Porter County looking to build and protect their wealth.

Mortgage Loan Officer

Residents of Porter County, IN can greatly benefit from the services of a mortgage loan officer. These professionals can help residents secure home loans, refinance existing mortgages, and provide guidance on the home buying process. In Porter County, where the cost of living is higher than the national average, a mortgage loan officer can help residents navigate the local housing market and find the best mortgage options for their budget. Additionally, with the county's proximity to Lake Michigan and its many outdoor recreational opportunities, a mortgage loan officer can help residents finance the purchase of a vacation home or investment property. Overall, a mortgage loan officer can provide invaluable support to residents of Porter County as they navigate the often complex and confusing world of home financing.

Tax Services

Residents of Porter County, IN can benefit greatly from the services of a tax advisor. With a population of over 170,000 people, there are a variety of tax situations that may arise for individuals and businesses alike. A tax advisor can assist with tax planning, ensuring that residents are taking advantage of all available deductions and credits. Additionally, they can provide guidance on tax compliance, helping to ensure that taxes are filed accurately and on time. One specific benefit for Porter County residents is the ability to navigate local tax laws and regulations. With unique tax laws that vary by state and even by county, a tax advisor can help navigate the nuances of Porter County's tax code, ensuring that residents are in compliance and avoiding penalties. Overall, a tax advisor can provide valuable support to Porter County residents, helping to maximize their financial well-being and minimize the stress of tax season.

Estate Planning Lawyer

Residents of Porter County, IN can benefit greatly from the services of an estate planning lawyer. These professionals can help individuals and families create a comprehensive plan for the distribution of their assets after they pass away. This can include drafting wills, trusts, and other legal documents to ensure that their wishes are carried out. Additionally, an estate planning lawyer can help with issues related to probate and estate administration, as well as provide guidance on tax planning and asset protection. In Porter County, IN, where many families have strong ties to the community and may own businesses or property, having a solid estate plan in place is especially important. An experienced estate planning lawyer can help ensure that their clients' assets are protected and their legacy is preserved for future generations.

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