Best Financial Advisors in Porter County, IN

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List of Firms

Porter County, IN Fiduciary Financial Advisors

Thrivent - Northwest Indiana Group

5 out of 5

Location 57 Franklin St #207, Valparaiso, IN 46383, USA
Phone (219) 462-1411
Compass Financial Advisors
SEC File# 801-56002
CRD# 109131
Location 2803 Boilermaker Ct, Valparaiso, IN 46383, USA
Phone (219) 476-7100
R.B. Smith Co. Inc

5 out of 5

Location 554 Vale Park Rd, Valparaiso, IN 46385, USA
Phone (219) 462-3630
Northwestern Mutual: Matthew Volom - Financial Advisor

5 out of 5

Location 648 N 400 E, Valparaiso, IN 46383, USA
Phone (219) 916-2612
Thrivent Financial:William P. Maar

5 out of 5

Location 331 W U.S. Hwy 6, Valparaiso, IN 46385, USA
Phone (219) 763-2244
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
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
Jaime Bachman - Thrivent
Location 57 Franklin St Ste 207, Valparaiso, IN 46383, USA
Phone (219) 462-1411
Heritage Advisory Group

5 out of 5

Location 1496 Pope Ct Suite 1, Chesterton, IN 46304, USA
Phone (219) 926-4400
Directions Wealth Management | NWI
Location 162 W Lincolnway Ste 102, Valparaiso, IN 46383, USA
Phone (219) 386-3920
Thrivent Financial - Lakeshore Group
Location 331 W 806 N, Valparaiso, IN 46385, USA
Phone (219) 763-2244
Primerica Financial Services - Joseph Langley -
Location 952 South, IN-2 Suite 5, Valparaiso, IN 46385, USA
Phone (219) 728-9305
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About Porter County, IN

Porter County is located in northwest Indiana and has a population of around 176,000. The county has a number of landmarks, including the Valparaiso University campus, the Indiana Dunes National Lakeshore, and the Kemil Beach. Porter County's largest employers are Walmart, the Porter County Hospital, and the Valparaiso School District. The county's major highways and streets are US Highway 6, Indiana Highway 49, and Indiana Highway 2. Porter County's neighborhoods include Valparaiso, Portage, Chesterton, and Hebron.

Where Certified Financial Advisors in Porter County, IN Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are in a unique position to provide Porter County, IN residents with a variety of valuable services. Banks can offer check-cashing services, loans, and other types of financial assistance. In addition, banks can provide customers with valuable information on saving money and investing for the future. By offering a variety of services, banks can help residents manage their finances and plan for their future.

Insurance Broker

Residents of Porter County, IN can benefit from the services of insurance brokers. These professionals can help residents find the best policies for their needs and budgets. In addition, insurance brokers can assist residents in filing claims and getting the most out of their policies.

Retirement Planning

Most people in Porter County, IN don't have a financial advisor to help them plan for retirement. This can lead to a lot of problems down the road. Financial advisors can help residents save money and make the right investments so they can retire with ease.

Wealth Management

According to a study by the Corporation for Enterprise Development, nearly 50 percent of households in Porter County, IN are living in poverty or low-income. That's why it's important for residents of this county to seek out help from a wealth management firm. Wealth management can help residents save money, make more money, and invest their money wisely.

Estate Planning Lawyer

Estate planning lawyers can help Porter County, IN residents protect their families and their assets. People often wait until it's too late to plan for their estate, but this can lead to confusion and conflict after they die. An experienced estate planning lawyer can help you create a will and other legal documents that will ensure your wishes are carried out after you're gone. They can also help you set up trusts and other arrangements to provide financial security for your loved ones.

Mortgage Loan Officer

Mortgage loan officers in Porter County, IN can help residents by providing them with the best rates and advice on home buying. They can also help people who are looking to refinance their homes, and they can offer good advice on how to use a mortgage to your advantage. In addition, mortgage loan officers can help you find the right home for your needs, and they can work with you to get the best deal on a mortgage.

Tax Services

Residents of Porter County, Indiana can benefit from the help of tax accountants in order to ensure that they are getting the most out of their tax return. Tax accountants can help residents save money on their taxes and maximize their refund. In addition, tax accountants can also provide valuable advice on how to reduce one's taxable income.

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