Best Financial Advisors in St. Joseph County, IN

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List of Firms

St. Joseph County, IN Fiduciary Financial Advisors

Financial Associates
Location 53700 Generations Dr #100, South Bend, IN 46635, USA
Phone (574) 243-3200
Raymond James
Location 1650 S Bend Ave, South Bend, IN 46617, USA
Phone (574) 208-6331
Edward Jones

5 out of 5

Location 54520 Northern Ave Suite A, South Bend, IN 46635, USA
Phone (574) 345-0732
Edward Jones
SEC File# 801-3297
CRD# 250

5 out of 5

Location 203 N Main St, South Bend, IN 46601, USA
Phone (574) 277-8850
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Michiana Financial Group
Location 4560 S Ironwood Dr, South Bend, IN 46614, USA
Phone (574) 231-4980
Merrill Lynch Wealth Management Advisor Matt M Kahn
Location 100 N Michigan St Suite 500, South Bend, IN 46601, USA
Phone (574) 282-3647
Ameriprise Financial Services LLC
Location Michael K. Jones, CFP Financial Advisor, 4440 Edison Lakes Pkwy #200, Mishawaka, IN 46545, USA
Phone (574) 243-8096
Lisa Sharpe - Financial Advisor, Ameriprise Financial Services, LLC
Location 205 W Jefferson Blvd Ste 402, South Bend, IN 46601, USA
Phone (574) 273-8680
Edward Jones
SEC File# 801-3297
CRD# 250

5 out of 5

Location 431 S Main St, South Bend, IN 46601, USA
Phone (574) 289-9292
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Matthew J Russell
Location 1001 Hickory Rd #8b, South Bend, IN 46615, USA
Phone (574) 246-1776
Tom Polaski - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4440 Edison Lakes Pkwy Ste 200, Mishawaka, IN 46545, USA
Phone (574) 243-8096
Smith & Associates - 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
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About St. Joseph County, IN

St. Joseph County, Indiana is located in the north-central part of the state and is home to more than 310,000 residents. The county seat is South Bend, which is also the largest city in the county. Some of the other larger cities in St. Joseph County include Mishawaka, Elkhart, and Goshen. The economy of St. Joseph County is based largely on manufacturing, with some agriculture and service industries also present. Major employers in the area include Notre Dame University, Beacon Health System, The Times of Northwest Indiana, and AM General. Major highways and streets in St. Joseph County include US-31, IN-933, IN-20, and IN-421. Some of the larger neighborhoods in the county include Eddy Street Commons, Grape Road Corridor, and Merrifield Park.

Where Certified Financial Advisors in St. Joseph County, IN Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of St. Joseph County, IN have a number of banking options available to them. Banks offer a variety of services, including checking and savings accounts, loans, and credit cards. Residents can also use banks to invest money in stocks or mutual funds. Banks are important part of the community, and play a vital role in the local economy.

Insurance Broker

Residents of St. Joseph County, IN can benefit from the services of insurance brokers. Brokers can help residents find the best rates and coverage for their needs, and they can also provide advice on what policies to purchase. In addition, brokers are familiar with the insurance industry and can help residents file claims quickly and easily if something goes wrong.

Retirement Planning

Financial advisors can help St. Joseph County, IN residents with retirement planning in a number of ways. For one, they can provide advice on how to save for retirement and how to make the most of your savings. They can also help you plan for retirement income and figure out how much money you will need each year in order to live comfortably. Additionally, financial advisors can offer guidance on investing for retirement and choosing the right type of investment account. By working with a financial advisor, St. Joseph County, IN residents can be sure that they are making the best decisions possible when it comes to their retirement planning.

Wealth Management

Residents of St. Joseph County, IN can benefit from wealth management services in a number of ways. By working with a professional who understands the intricacies of financial planning and investment management, residents can ensure that their money is working for them, not against them. In addition, wealth management can help to protect residents' assets in the event of unforeseen life events, such as job loss or illness. Finally, wealth management can provide peace of mind by helping individuals and families to achieve their financial goals.

Estate Planning Lawyer

Estate planning lawyers can help St. Joseph County, IN residents protect their families and their assets. 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 after you die. You can also appoint a guardian for your children in the event that both parents die simultaneously. And if you become incapacitated, an estate planning lawyer can help make decisions about your care and financial affairs.

Mortgage Loan Officer

Mortgage loan officers in St. Joseph County, IN can help residents by providing them with the best information on mortgages and loans. They can also help residents to understand the different types of mortgages and loans available, as well as how to get the best rates for their particular situation. In addition, mortgage loan officers can provide assistance in completing the necessary paperwork, and they can be a valuable resource during the entire mortgage process.

Tax Services

Tax accountants are essential in helping St. Joseph County, IN residents with their taxes. They can help with preparing tax returns, ensuring that individuals are taking all of the deductions they qualify for, and helping to navigate the complex tax code. This can save taxpayers time and money, and ensure that they are paying the correct amount of taxes. Tax accountants can also help businesses in St. Joseph County, IN to understand and take advantage of all the tax breaks available to them. By hiring a tax accountant, residents and businesses in St. Joseph County, IN can rest assured that their taxes are being handled properly and efficiently.

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