Best Financial Advisors in West Lafayette, IN

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List of Firms

West Lafayette, IN Fiduciary Financial Advisors

Lou Fenoglio - Morgan Stanley
Location 415 Columbia St Ste 3100, Lafayette, IN 47901, USA
Phone (765) 420-8406
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 250 Main St, Lafayette, IN 47901, USA
Phone (765) 838-3270
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 – 5:30 PM Saturday: 9:00 AM – 12:00 PM Sunday: Closed
Klemme Financial Services
Location 1185 Sagamore Pkwy W # 6, West Lafayette, IN 47906, USA
Phone (765) 807-6390
Lifelong Investments
Location 1185 Sagamore Pkwy W, West Lafayette, IN 47906, USA
Phone (765) 838-2602
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
Amanda Barthelemy - TIAA Wealth Management Advisor
Location 1330 Win Hentschel Blvd Suite 225, West Lafayette, IN 47906, USA
Phone (866) 842-3516
Innovest Systems
Location 1281 Win Hentschel Blvd, West Lafayette, IN 47906, USA
Phone (765) 237-3388
Bryan H Stapleton - Morgan Stanley
Location 415 Columbia St Ste 3100, Lafayette, IN 47901, USA
Phone (765) 420-8403
Fenoglio - Schrader - Stapleton Group - Morgan Stanley
Location 415 Columbia St Ste 3100, Lafayette, IN 47901, USA
Phone (765) 420-8404
Edward Jones - Financial Advisor: Darrell R Woodman
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1020 Sagamore Pkwy W Ste B, West Lafayette, IN 47906, USA
Phone (765) 463-3636
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: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
J Mark Investments LLC
Location 216 N 6th St, Lafayette, IN 47901, USA
Phone (765) 742-2912
Stephen Wien - Financial 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
Stephen Dunnuck - Financial 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
BBK Wealth Management

5 out of 5

Location 300 Main St Suite #412, Lafayette, IN 47901, USA
Phone (317) 499-1696
Banker Investment Group
SEC File# 801-79396
CRD# 109650

5 out of 5

Location 1241 Cumberland Ave B, West Lafayette, IN 47906, USA
Phone (765) 497-0197
Sommers Financial Services

5 out of 5

Location 12 Grapevine Ct, West Lafayette, IN 47906, USA
Phone (800) 743-4031
Merrill Lynch Wealth Management Advisor Bart Burrell
Location 250 Main St Suite 460, Lafayette, IN 47901, USA
Phone (765) 423-2489
Edward Jones - Financial Advisor: Kim Boggs
SEC File# 801-3297
CRD# 250

5 out of 5

Location 3451 Wyndham Way Suite A, West Lafayette, IN 47906, USA
Phone (765) 497-0110
Cornerstone Financial
Location 2020 Union St Suite 400, Lafayette, IN 47904, USA
Phone (765) 463-0233
Merrill Lynch Wealth Management

4 out of 5

Location 250 Main St Suite 460, Lafayette, IN 47901, USA
Phone (765) 423-2489
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
Kathleen Dunnuck-Mundy - Financial 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: Elliot J Hartje, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 900 Kossuth St Ste 5, Lafayette, IN 47905, USA
Phone (765) 474-3681
Dorvin Christner - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 136 N 3rd St, Lafayette, IN 47901, USA
Phone (765) 742-8770
Edward Jones - Financial Advisor: Jennifer C Russell, CFP®|AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 500 South St Suite C, Lafayette, IN 47901, USA
Phone (765) 423-7490
Compton Financial Corporation
Location 100 Saw Mill Rd # 2300, Lafayette, IN 47905, USA
Phone (765) 477-7700
Merrill Lynch Wealth Management Advisor Jeffrey Bannon
Location 250 Main St Suite 460, Lafayette, IN 47901, USA
Phone (765) 420-8454
Merrill Lynch Wealth Management Advisor Young Lee
Location 250 Main St Suite 460, Lafayette, IN 47901, USA
Phone (765) 420-8452
Edward Jones - Financial Advisor: Matthew J Wright
SEC File# 801-3297
CRD# 250
Location 1241 Cumberland Ave D, West Lafayette, IN 47906, USA
Phone (765) 743-6484
Elements Wealth Management

5 out of 5

Location 1527 Kossuth St, Lafayette, IN 47905, USA
Phone (765) 447-0000
Dold Financial Group
Location 1330 Win Hentschel Blvd #204, West Lafayette, IN 47906, USA
Phone (765) 588-6252
TIAA Financial Services

3 out of 5

Location 1330 Win Hentschel Blvd Suite 105, West Lafayette, IN 47906, USA
Phone (866) 842-3516
Douglas Amick - Raymond James
Location 201 Main St Ste 605, Lafayette, IN 47901, USA
Phone (765) 607-6902
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
Joseph Drury - Financial Advisor, Ameriprise Financial Services, LLC
Location 839 Main St Ste 100, Lafayette, IN 47901, USA
Phone (765) 742-8300
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About West Lafayette, IN

West Lafayette, IN is located in Tippecanoe County and is home to the Purdue University campus. The city is situated on the banks of the Wabash River and has a population of over 30,000 people. Some of the city's landmarks include the Purdue Bell Tower, the David Owsley Museum of Art, and the Loeb Fountain. The top employers in West Lafayette are Purdue University, Saint Elizabeth Regional Medical Center, and Franciscan Health Lafayette. Major highways in West Lafayette include State Road 26 and U.S. Route 231. The neighborhoods in West Lafayette include Hillsdale, Cumberland, Chauncey Village, and MacGregor Village.

Where Certified Financial Advisors in West Lafayette, IN Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks in West Lafayette, IN offer a variety of services to their customers. Some of these services include checking and savings accounts, loans, mortgages, and credit cards. Banks also offer a variety of other services such as online banking, bill pay, and mobile banking. Many banks have ATMs located in various places around town for customer convenience.

Insurance Broker

West Lafayette, IN residents can find a variety of insurance brokers that can help them find the best rates and coverage for their needs. Insurance brokers can compare rates from multiple providers to find the best deal for you. They can also help you understand your policy and file claims.

Retirement Planning

West Lafayette, IN residents have a number of financial concerns that they need to address in order to have a successful retirement. Financial advisors can help by providing guidance on how to save for retirement, invest money wisely, and plan for unforeseen expenses. Retirement planning is an important task that should not be ignored, and with the help of a financial advisor, West Lafayette residents can feel confident that their finances are taken care of.

Wealth Management

West Lafayette, IN residents can benefit from wealth management services in order to make the most of their money. Wealth management is a process that involves creating and implementing a plan for managing your money. This can include investing, saving, and spending your money in a way that will help you reach your financial goals.A wealth manager can help you create a plan that is tailored to your specific needs and situation. They will work with you to figure out what you want to achieve financially and then come up with a strategy for getting you there. They can also provide guidance on how to best use your assets to achieve your goals.If you are looking for a way to make the most of your money, consider working with a wealth manager. They can help you get organized and stay on track so that you can reach your financial goals.

Estate Planning Lawyer

Estate planning lawyers in West Lafayette, IN can help residents protect their assets and ensure that their loved ones are taken care of after they die. They can also help residents plan for the future by creating trusts and other legal documents that will help them manage their finances and property.

Mortgage Loan Officer

Mortgage loan officers in West Lafayette, IN can help residents by providing them with the best mortgage products available. They can also help residents understand the mortgage process and how to get the best rates. In addition, mortgage loan officers can help residents find the right home for their needs and budget.

Tax Services

West Lafayette, IN residents can benefit from the help of tax accountants in order to make sure they are getting the most out of their tax returns. Tax accountants have the expertise and experience necessary to maximize deductions and credits, ensuring that residents receive the largest possible refund. In addition, tax accountants can help residents stay up-to-date on changes in the tax code that could impact their return. For these reasons, it is important for West Lafayette, IN residents to seek the help of a qualified tax accountant.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in West Lafayette, IN