Best Financial Advisors in South Bend, IN

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List of Firms

South Bend, IN Fiduciary Financial Advisors

Scott Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 205 W Jefferson Blvd Ste 402, South Bend, IN 46601, USA
Phone (574) 273-8680
Merrill Lynch

5 out of 5

Location 100 N Michigan St, South Bend, IN 46601, USA
Phone (574) 282-3600
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Jak Crossley dba Ameriprise Financial Services
SEC File# 801-28543
CRD# 6363
Location 1025 Widener Ln, South Bend, IN 46614, USA
Phone (574) 231-9300
Merrill Lynch Wealth Management Advisor William E Simon
Location 100 N Michigan St Suite 500, South Bend, IN 46601, USA
Phone (574) 282-3649
First Step Properties
Location 2514 Kenwood Ave, South Bend, IN 46628, USA
Phone (574) 232-3343
Weidner and Company, PC

2 out of 5

Location 1650 S Bend Ave #100, South Bend, IN 46617, USA
Phone (574) 234-8822
Private Member Group

5 out of 5

Location 2025 Edison Rd Suite A, South Bend, IN 46637, USA
Phone (800) 567-6328
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About South Bend, IN

South Bend, IN is a city in the Midwest that is best known for its universities, museums, and sports teams. The city is home to Notre Dame University, the second-largest Catholic university in the United States. South Bend also has a strong arts community, with several art museums and theaters. The city is home to two professional sports teams, the MLB's South Bend Cubs and the NBA's Indiana Fever. The city's major highways are I-80/90 and US 31, and its neighborhoods include College Heights, Northwest South Bend, and Northeast South Bend.

Where Certified Financial Advisors in South Bend, IN Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

South Bend, IN residents have a number of services that banks can provide for them. Banks are in the perfect position to help with many aspects of people's lives, including saving money, budgeting, and getting out of debt. In addition to these important services, banks also offer other benefits such as checking accounts and debit cards which make it easy for customers to access their money when they need it. By taking advantage of everything that banks have to offer, South Bend, IN residents can improve their financial situation and take control of their finances.

Insurance Broker

Residents of South Bend, IN can benefit from the services of insurance brokers. These professionals can help residents find the best rates and coverage for their needs. In addition, insurance brokers can assist residents in filing claims and resolving any issues that may arise.

Retirement Planning

Most people in South Bend, IN don't realize that they need to start planning for retirement as early as possible. Financial advisors can help residents understand the importance of saving for retirement and create a plan that is tailored specifically to their needs. Advisors can also help residents stay on track with their savings goals and make adjustments as needed. This type of guidance is invaluable, especially when it comes to something as important as retirement planning.

Wealth Management

The city of South Bend, IN is in a unique position when it comes to wealth management. While there are certainly opportunities for growth and development in the city, there are also a number of long-standing challenges that need to be addressed. In this article, we will explore how wealth management can help South Bend residents meet these challenges and improve their quality of life.

Estate Planning Lawyer

If you live in South Bend, IN and you haven't yet created an estate plan, you should consider talking to an estate planning lawyer. Even if you're young and healthy, it's a good idea to have a plan in place in case something happens to you. An estate planning lawyer can help you create a will, power of attorney, and healthcare directive. They can also help you set up trusts and other legal arrangements to make sure your assets are distributed the way you want them to be after your death.

Mortgage Loan Officer

Mortgage loan officers can help South Bend, IN residents in a number of ways. They can help residents find the best mortgage rates, work with them to get approved for a loan, and provide guidance through the entire process. Additionally, mortgage loan officers can help residents understand all of their financing options and make sure they are getting the best deal possible.

Tax Services

Residents of South Bend, IN can benefit from the help of tax accountants in order to maximize their tax deductions and minimize their tax liability. Tax accountants have the expertise and knowledge to help residents understand what deductions they are eligible for and how to claim them. In addition, tax accountants can help residents plan their finances throughout the year so that they can take advantage of opportunities to reduce their taxable income.


FAQs About Personal Financial Advisors in South Bend, IN