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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Winona Wealth

929 E Center St, Warsaw, IN 46580, USA

(574) 699-4999

http://www.winonawealth.com/contact

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Grace Village Retirement Community

4 out of 5

337 Grace Village Dr, Winona Lake, IN 46590, USA

(574) 372-6200

http://gracevillage.org/

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Edward Jones

SEC File# 801-3297

CRD# 250

121 W Market St Suite A, Warsaw, IN 46580, USA

(574) 268-9700

https://www.edwardjones.com/us-en

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grace village

3805 Lake City Hwy, Warsaw, IN 46580, USA

(574) 372-6200

https://gracevillage.org/

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Money Concepts

PO Box 1793, Warsaw, IN 46581, USA

(574) 269-2410

http://moneyconcepts.com/

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Edward Jones

SEC File# 801-3297

CRD# 250

5 out of 5

475 Anchorage Rd Suite 1, Warsaw, IN 46580, USA

(574) 267-6195

https://www.edwardjones.com/us-en

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O'Neill Asset Management, LLC

5 out of 5

340 W 8th St #107, Peru, IN 46970, USA

(765) 469-1080

http://oneillassetmanagement.com/

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About Winona Lake, IN for Those Planning to Retire

Nestled in northern Indiana, Winona Lake is a charming town that boasts a rich history and a thriving community. The town is home to a number of notable landmarks, including the Winona Lake Park, which features a beautiful lake, walking trails, and a variety of outdoor recreational activities. Other popular attractions include the Winona Lake Grace Brethren Church, the Billy Sunday Home Museum, and the Winona Lake Historic District, which features a number of well-preserved buildings and homes from the early 1900s. In terms of top employers, Winona Lake is home to a number of businesses and organizations that help drive the local economy. Some of the largest employers in the area include Grace College and Seminary, Kosciusko Community Hospital, and the Warsaw Community School Corporation. When it comes to major highways and streets, Winona Lake is conveniently located near several major thoroughfares, including US-30 and IN-15.

Nearby Locations

Allen County, IN Anderson, IN Auburn, IN Bloomington, IN Boone County, IN Carmel, IN Clark County, IN Clinton County, IN

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Winona Lake, IN would greatly benefit from a bank in a variety of ways. Firstly, a bank would provide a safe and secure place for residents to store their money and valuable possessions. This is especially important in Winona Lake, where severe weather conditions such as tornadoes and floods can cause damage to homes and property. Additionally, a bank would offer residents access to financial services such as loans, mortgages, and investment opportunities, which can help them achieve their financial goals and improve their quality of life. Furthermore, a bank would also contribute to the local economy by providing jobs and supporting small businesses in the community. Overall, the presence of a bank in Winona Lake, IN would be a valuable asset to its residents and the community as a whole.

Insurance Broker

Residents of Winona Lake, IN could greatly benefit from the expertise of an insurance broker. With the town's proximity to the lake and the outdoor recreational activities it offers, an insurance broker could help residents find the best coverage for their boats, jet skis, and other watercraft. Additionally, Winona Lake is home to Grace College and Seminary, which could mean a higher demand for health insurance and liability coverage for students and faculty. An insurance broker could help navigate the complexities of these policies and ensure that everyone is adequately protected. Furthermore, with the town's growing population, an insurance broker could assist new residents in finding affordable and comprehensive coverage for their homes and vehicles. Overall, an insurance broker is a valuable resource for anyone in Winona Lake looking to protect themselves and their assets.

Wealth Management

Residents of Winona Lake, IN could greatly benefit from the expertise of a wealth manager in a variety of ways. With a population of just over 4,900 people, many individuals in this small town may not be aware of the various investment opportunities available to them. A wealth manager could provide guidance on how to best invest their funds to maximize returns and minimize risk. Additionally, with the town's proximity to the beautiful Winona Lake, many residents may have assets tied up in vacation homes or rental properties. A wealth manager could assist in managing these assets and ensuring they are generating income. Furthermore, with the town being home to Grace College and Theological Seminary, many residents may have unique financial needs related to education and charitable giving. A wealth manager could provide specialized advice on these matters, helping residents make informed decisions and achieve their financial goals.

Financial Advisor

Residents of Winona Lake, IN can greatly benefit from the guidance of a financial advisor. With the town's economy being heavily reliant on tourism and education, a financial advisor can help individuals navigate the fluctuating income streams and plan for long-term financial stability. Additionally, with the town's close proximity to larger cities, such as Fort Wayne and South Bend, a financial advisor can assist in managing investments and retirement planning to ensure residents are prepared for any potential economic changes. Furthermore, with the town's strong emphasis on community involvement and philanthropy, a financial advisor can provide guidance on charitable giving and estate planning to ensure residents are able to leave a lasting impact on the town and its future generations.

Mortgage Loan Officer

Residents of Winona Lake, IN can benefit from the services provided by a mortgage loan officer in several ways. Firstly, the officer can help them secure a loan to purchase a home in the area, which is known for its picturesque beauty and rich history. Additionally, the loan officer can assist them in refinancing their existing mortgages, which can lower their monthly payments and provide them with more financial flexibility. Moreover, Winona Lake, IN is home to several prestigious educational institutions, and a mortgage loan officer can help residents finance their children's education by offering them suitable loans with favorable terms and interest rates. Lastly, the officer can guide residents through the entire mortgage process, from pre-approval to closing, ensuring that they make informed decisions and avoid costly mistakes.

Tax Services

Residents of Winona Lake, IN could greatly benefit from the expertise of a tax advisor in various ways. One specific concern for residents is the high property tax rate in the area. A tax advisor could assist in navigating the complex system and finding ways to reduce the tax burden for homeowners. Additionally, many residents in Winona Lake work for the local university and may have unique tax situations related to education expenses or retirement plans. A tax advisor could provide guidance on maximizing deductions and minimizing taxes in these scenarios. With the constantly changing tax laws and regulations, it can be overwhelming for residents to stay up-to-date and compliant. A tax advisor can provide peace of mind by ensuring that residents are in compliance with all tax laws and regulations, while also identifying opportunities for savings. Overall, a tax advisor can be a valuable asset for residents of Winona Lake, IN in navigating the complex tax landscape and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Winona Lake, IN can benefit from the services of an estate planning lawyer in a variety of ways. One of the most common ways is through the creation of a will or trust, which can help ensure that their assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can assist with the establishment of powers of attorney and healthcare directives, which can provide peace of mind in the event of an unexpected illness or injury. In Winona Lake, IN, where many residents are retirees or have significant assets tied up in real estate or businesses, an estate planning lawyer can also help with the creation of business succession plans or strategies for passing down property to future generations. With their expertise in complex legal matters, estate planning lawyers can provide valuable guidance and support to residents of Winona Lake, IN as they navigate the complexities of planning for the future.

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