Best Financial Advisors in Tippecanoe County, IN

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List of Firms

Tippecanoe County, IN Fiduciary Financial Advisors

Financial Partners Group
SEC File# 801-111662
CRD# 288644

5 out of 5

Location 3721 Rome Dr Suite B, Lafayette, IN 47905, USA
Phone (765) 447-1302
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: Closed Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Bri Madren, CRPS®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 35 S Creasy Ln Suite 1, Lafayette, IN 47905, USA
Phone (765) 746-6397
Time Monday: 9:00 AM – 5:30 PM Tuesday: 9:00 AM – 5:30 PM Wednesday: 9:00 AM – 5:30 PM Thursday: 9:00 AM – 5:30 PM Friday: 9:00 AM – 5:30 PM Saturday: Closed Sunday: Closed
Bison Financial Group

2 out of 5

Location 839 Main St, Lafayette, IN 47901, USA
Phone (765) 742-8300
Edward Jones - Financial Advisor: Morgan E McKneight
SEC File# 801-3297
CRD# 250
Location 1110 Sagamore Pkwy W Suite 1, West Lafayette, IN 47906, USA
Phone (765) 637-0359
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
David Vorbeck - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 839 Main St Ste 100, Lafayette, IN 47901, USA
Phone (765) 742-8300
Edward Jones - Financial Advisor: Patricia Z Caliendo
SEC File# 801-3297
CRD# 250

3 out of 5

Location 635 S Earl Ave D, Lafayette, IN 47904, USA
Phone (765) 447-4744
Morgan Stanley Financial Advisors
Location 415 Columbia St Ste 3100, Lafayette, IN 47901, USA
Phone (765) 742-9085
Edward Jones - Financial Advisor: Erik W Roe
SEC File# 801-3297
CRD# 250

5 out of 5

Location 25 Executive Dr Suite E, Lafayette, IN 47905, USA
Phone (765) 449-8110
Oak Wealth And Retirement Planning
SEC File# 801-111055
CRD# 158043
Location 635 S Earl Ave, Lafayette, IN 47904, USA
Edward Jones - Financial Advisor: Travis J Robinson
SEC File# 801-3297
CRD# 250
Location 210 Meijer Dr Suite # A1, Lafayette, IN 47905, USA
Phone (765) 447-7317
Summit Financial Group of Indiana
SEC File# 801-71923
CRD# 125004

5 out of 5

Location 310 Ferry St, Lafayette, IN 47901, USA
Phone (765) 447-1330
Gettings Reed Financial Services
SEC File# 801-117868
CRD# 306757
Location 672 Main St #300, Lafayette, IN 47901, USA
Phone (765) 742-7366
Edward Jones - Financial Advisor: Brad Grabowski, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 109 Beck Ln Suite 112, Lafayette, IN 47909, USA
Phone (765) 474-6623
Edward Jones - Financial Advisor: Brian T Martin
SEC File# 801-3297
CRD# 250
Location 3451 Wyndham Way Suite A, West Lafayette, IN 47906, USA
Phone (765) 497-0110
Edward Jones - Financial Advisor: Justin R Coleman
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1803 Veterans Mem Pkwy S, Ste G, Lafayette, IN 47909, USA
Phone (765) 471-9504
Jim R Schrader - Morgan Stanley
Location 415 Columbia St Ste 3100, Lafayette, IN 47901, USA
Phone (765) 420-8401
BlueSafe Financial LLC
SEC File# 801-108628
CRD# 135173

5 out of 5

Location 100 Saw Mill Rd Suite 2300, Lafayette, IN 47905, USA
Phone (765) 607-4700
Edward Jones - Financial Advisor: Jamie Schlueter, AAMS™
Location 3652 Rome Dr C, Lafayette, IN 47905, USA
Phone (765) 807-0416
Edward Jones - Financial Advisor: Karissa Mooney, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1421 Union St, Lafayette, IN 47904, USA
Phone (765) 429-5289
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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About Tippecanoe County, IN

Tippecanoe County is located in the north-central part of Indiana. It is home to Purdue University, one of the largest universities in the state. The county also has a number of other businesses and industries, including top employers like Subaru of Indiana Automotive and Franciscan St. Elizabeth Health. Major highways and streets in the area include Interstate 65 and U.S. Route 231. The neighborhoods in Tippecanoe County are varied and include both rural and urban areas.

Where Certified Financial Advisors in Tippecanoe County, IN Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are a necessary part of any community, and Tippecanoe County, IN is no exception. Banks provide essential services to residents, including loans, checking and savings accounts, and investment opportunities. In addition to these basic services, banks can also offer more specialized products and services depending on the needs of their customers. For example, some banks may offer mortgage or car loan products, while others may specialize in providing investment advice. Whatever the needs of the community may be, banks are there to provide them with the products and services they need.

Insurance Broker

Residents of Tippecanoe County, IN can benefit from the services of insurance brokers. These professionals can help residents find the best policies for their needs, and they can also assist with claims and other issues that may arise. In addition, insurance brokers are often familiar with the local market, so they may be able to find better deals for residents than they could on their own.

Retirement Planning

Tippecanoe County, IN residents can benefit from working with a financial advisor to create a retirement plan. Financial advisors can help residents develop a plan that will allow them to retire comfortably and securely. Advisors can also help residents save money and make wise investment choices.

Wealth Management

Tippecanoe County, IN residents who are looking for a sound financial future should consider wealth management. Wealth management is the process of creating and managing a portfolio of investments in order to achieve specific goals. These goals can include preserving capital, generating income, and reducing taxes.Wealth management can be especially beneficial for those who have significant assets. The professionals at a wealth management firm will work with you to create a plan that meets your needs and matches your risk tolerance. They will also help you stay on track with your plan by making recommendations and rebalancing your portfolio as needed.

Estate Planning Lawyer

Estate planning lawyers can help Tippecanoe County, IN residents protect their assets and plan for the future. They can help you create a will, power of attorney, and healthcare directive. They can also help you set up trusts and other estate planning documents. If you live in Tippecanoe County, IN, it is important to have an estate planning lawyer who understands the local laws and regulations.

Mortgage Loan Officer

Mortgage loan officers in Tippecanoe County, IN can help residents by providing them with the best rates and products available. By working with a mortgage loan officer, residents can ensure they are getting the best deal on their mortgage and that they are fully informed of their options. Loan officers can also help residents find the right product for their needs, whether they are looking for a traditional mortgage or something more specialized.

Tax Services

Residents of Tippecanoe County, IN can take advantage of the many services offered by tax accountants. Tax accountants can help residents prepare their income taxes each year, and they can also provide assistance with other financial matters. In addition, tax accountants can help residents save money on their taxes.

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FAQs About Personal Financial Advisors in Tippecanoe County, IN