Retirement Planning Firms in St. Joseph County, IN

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List of Firms

Retirement Planning Firms in St. Joseph County, IN

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
Eric Robinson - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 51541 Bittersweet Rd, Granger, IN 46530, USA
Phone (574) 807-6000
Time Monday: 8:30 AM – 4:00 PM Tuesday: 8:30 AM – 4:00 PM Wednesday: 8:30 AM – 4:00 PM Thursday: 8:30 AM – 4:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Diversified Planning

5 out of 5

Location 216 S Taylor St #2509, South Bend, IN 46601, USA
Phone (574) 233-5309
Shirley Myers - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 511 E Colfax Ave, South Bend, IN 46617, USA
Phone (574) 234-0023
Melissa Eikens - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 800 E Jefferson Blvd, South Bend, IN 46617, USA
Phone (574) 277-7500
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
Harbor Springs Financial Management, LLC
SEC File# 801-118828
CRD# 281330
Location Keybank Towers, 202 S Michigan St #903, South Bend, IN 46601, USA
Phone (574) 287-5000
Golden Years Financial Advisors
Location 614 E Ireland Rd, South Bend, IN 46614, USA
Phone (574) 968-7926
Raymond James
Location 1650 S Bend Ave, South Bend, IN 46617, USA
Phone (574) 208-6331
TIAA Financial Services

3 out of 5

Location 1251 N Eddy St Suite 109, South Bend, IN 46617, USA
Phone (888) 842-0489
Financial Associates
Location 53700 Generations Dr #100, South Bend, IN 46635, USA
Phone (574) 243-3200
Private Member Group

5 out of 5

Location 2025 Edison Road Suite A, South Bend, IN 46637, USA
Phone (800) 567-6328
Resources Planning Group Inc
Location 328 N Michigan St # F1, South Bend, IN 46601, USA
Phone (574) 234-5081
Fidelity Investments

4 out of 5

Location 1234 N Eddy St Ste 124, South Bend, IN 46617, USA
Phone (800) 544-5702
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
Golden Years Planning Services

5 out of 5

Location 614 E Ireland Rd, South Bend, IN 46614, USA
Phone (574) 968-7926
Walter & Keenan Wealth Management
Location 202 S Michigan St #910, South Bend, IN 46601, USA
Phone (574) 232-5977
Verso Financial

5 out of 5

Location 4100 Edison Lakes Pkwy #220, Mishawaka, IN 46545, USA
Phone (574) 271-3860
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About St. Joseph County, IN

St. Joseph County is located in the northeastern part of Indiana and is home to around 168,000 people. The county is made up of 16 municipalities, the largest of which is South Bend. Some of the other municipalities include Mishawaka, Elkhart, Goshen, and Nappanee. Some of the landmarks in St. Joseph County include Notre Dame University, the Potawatomi Zoo, and the Studebaker National Museum. The top employers in the county include Bosch, Notre Dame University, and Memorial Hospital. Major highways and streets in the county include US-31, IN-933, and IN-20. Some of the neighborhoods in St. Joseph County include West Side South Bend, East Race Village, and Edison Lakes.

Related Services

Banks and Credit Unions

There are a few different banks and credit unions in the St. Joseph County, IN area that offer a variety of benefits to those who live in the area. The most notable benefit is the fact that many of these institutions offer reduced interest rates on loans and mortgages to county residents. In addition, banks and credit unions often have specials on checking and savings accounts for county residents, as well as lower fees for using their ATMs. If you are looking for a new bank or credit union to work with, it is worth your time to check out what each institution has to offer residents of St. Joseph County. You may be able to save yourself some money in the long run by taking advantage of the special deals offered by local banks and credit unions.

Estate Planning Lawyer

Living in St. Joseph County, IN comes with a number of benefits, from the friendly people to the thriving economy. But one of the most important benefits of living here is the access to quality estate planning lawyers.An estate planning lawyer can help you put together a plan that will protect your family and your assets in case something happens to you. They can also help you avoid costly legal mistakes and ensure that your wishes are carried out after you die.If you're not sure whether or not you need an estate planning lawyer, ask yourself these questions: -Do I have children or other dependents? -Do I own a business? -Do I have a lot of assets that I want to protect? -Do I want my loved ones to be able to continue taking care of my pets after I die? If you answered yes to any of these questions, then it's definitely worth considering hiring an estate planning lawyer.

Mortgage Loan Officer

If you're a homeowner living in St. Joseph County, IN, working with a mortgage loan officer can be one of the smartest decisions you make. A good loan officer will help you get the best mortgage rates and terms possible, as well as steer you clear of any potential pitfalls. They can also help you work out a repayment plan that fits your budget.

Wealth Management

If you live in St. Joseph County, IN, working with a wealth manager can be one of the best decisions you make for your financial future. A wealth manager can help you save money on taxes, invest your money wisely, and plan for retirement. They can also help you protect your assets in case of an emergency. Contact a local wealth manager today to get started.

Financial Advisor

People living in St. Joseph County, IN can benefit by working with a financial advisor. Financial advisors can help people save money, invest money, and plan for retirement. Financial advisors can also help people manage their debt and make wise financial decisions.

Insurance Broker

Residents in St. Joseph County, IN can benefit by working with an insurance broker to find the best rates and coverage for their needs. An insurance broker will work with you to understand your specific needs and then find a policy that meets those needs. They can also help you compare rates from different companies and make sure you are getting the best deal possible.

Tax Services

Residents of St. Joseph County, Indiana can benefit from working with a tax accountant in their area. Tax accountants are knowledgeable in tax laws and can help residents file their taxes correctly and on time. This can save residents money by ensuring they receive all of the tax breaks to which they are entitled. Additionally, tax accountants can help residents plan for their taxes year-round, so they are aware of any changes to the law that could affect their taxes.