Best Financial Advisors in Valparaiso, IN

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Valparaiso, IN Fiduciary Financial Advisors

Oak Partners, Inc.
Location 200 E Lincolnway, Valparaiso, IN 46383, USA
Phone (219) 850-1040
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 554 Vale Park Rd UNIT C, Valparaiso, IN 46385, USA
Phone (219) 462-3630
Financial Advisors in Valparaiso, IN

Where Certified Financial Advisors in Valparaiso, IN Serve

Valparaiso is a city in Porter County, Indiana, United States. It is located about 45 miles (72 km) from downtown Chicago and 25 miles (40 km) from Lake Michigan. The population was 32,602 at the 2010 census. The city is home to Valparaiso University, a private four-year university with approximately 4,500 students. Top employers in the city include Porter Regional Hospital, the Valparaiso School District, and Walmart. Major highways and streets in Valparaiso include U.S. Route 30 and Indiana State Road 49. The neighborhoods of Valparaiso include Center Grove, Chestnut Hills, Forest Estates, and Oxford Ridge.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Valparaiso, IN residents can receive a variety of services from their local banks. Services offered by banks vary depending on the bank, but often include checking and savings accounts, loans, mortgages, and credit cards. In addition to these products and services, many banks offer online banking and mobile banking options that allow customers to access their accounts from anywhere. This convenience can be especially helpful for Valparaiso residents who are frequently on the go.

Insurance Broker

Most people in Valparaiso, IN don't have time to research and compare different insurance policies. That's where insurance brokers come in. They are experts on the different types of insurance available, and they can help residents find the best policy for their needs. Brokers can also help residents file claims and get reimbursement for damages.

Retirement Planning

Most Valparaiso, IN residents will tell you that they don't have enough money saved for retirement. And it's no wonder, with the cost of living constantly on the rise. But even if you can barely afford to put food on the table, you can still save for retirement. It may not be easy, but it is possible with a little bit of planning and some help from a financial advisor.

Wealth Management

Wealth management is an important service for any community, but it is especially crucial for smaller towns and cities like Valparaiso, IN. That's because wealth management can help to keep money in the local economy, which in turn helps to create jobs and support businesses. Wealth management can also help residents save money and plan for their financial future. In Valparaiso, IN, there are a number of excellent wealth management firms that can help residents get the most out of their money.

Estate Planning Lawyer

Estate planning lawyers can help Valparaiso, IN residents create estate plans that will protect their assets and ensure that their loved ones are taken care of after they die. A well-crafted estate plan can also reduce the amount of taxes your family will have to pay after you die. If you don't have an estate plan, your assets may be distributed in a way that you wouldn't have chosen, and your loved ones may have to go through a lengthy and expensive legal process to get what they're entitled to. An estate planning lawyer can help you choose the right type of trust or will for your situation, and can help you make sure that all of your assets are accounted for.

Mortgage Loan Officer

Mortgage loan officers in Valparaiso, IN can help residents by providing them with the best rates and services available. They can also help residents find the right mortgage for their needs, and work with them to get the best deal possible. In addition, mortgage loan officers can provide advice on refinancing, home buying, and other aspects of mortgages.

Tax Services

Residents of Valparaiso, IN can take advantage of the tax services offered by local tax accountants. These professionals can help residents understand and meet their tax obligations, ensuring that they pay the correct amount of taxes and receive any applicable refunds or credits. In addition to preparing and filing taxes, tax accountants can also offer advice on how to reduce one's taxable income.


FAQs About Personal Financial Advisors in Valparaiso, IN