Best Financial Advisors in Boone County, IN

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List of Firms

Boone County, IN Fiduciary Financial Advisors

Sean Prewitt - Private Wealth Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 307 N Chestnut St, Harrison, AR 72601, USA
Phone (870) 741-3535
Directions
Russell Wealth Advisors
Location 611 Story St, Boone, IA 50036, USA
Phone (515) 432-7000
Directions
Edward Jones - Financial Advisor: Perry A Overton, AAMS™
5 out of 5
Location 1207 S Marshall St, Boone, IA 50036, USA
Phone (515) 432-7127
Directions
Thompson Financial
Location 1213 SE Marshall St, Boone, IA 50036, USA
Phone (515) 432-5421
Directions
Teeple Wealth Management: Financial Advisors - Zionsville
Location 1555 W Oak St Suite 155, Zionsville, IN 46077, USA
Phone (317) 350-4255
Directions
Financial Advisors in Boone County, IN

Where Certified Financial Advisors in Boone County, IN Serve

Boone County, IN is a vibrant and bustling county located in the heart of the Midwest. It is home to a number of notable landmarks, including the historic Thorntown Covered Bridge and the quaint town of Zionsville, which boasts a charming Main Street filled with unique shops and restaurants. The county is also home to several top employers, including Amazon, Subaru, and FedEx, making it a hub for commerce and industry. Major highways and streets in the area include I-65, US-52, and State Road 267, providing easy access to nearby cities like Indianapolis and Lafayette. Boone County is also home to a number of diverse neighborhoods, ranging from quiet suburban communities to bustling urban centers, making it an ideal place to call home for anyone looking for a mix of city and small-town living.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Boone County, IN could benefit from the expertise of a financial advisor in a variety of ways. One specific area where a financial advisor could be particularly helpful is in navigating the unique financial challenges that come with living in a rural area. Many residents of Boone County may have incomes that fluctuate seasonally or depend on the success of agricultural or small business ventures. A financial advisor could help these individuals develop strategies for managing cash flow and building long-term financial stability. Additionally, a financial advisor could provide guidance on retirement planning, investment options, and estate planning, helping residents of Boone County to achieve their financial goals and prepare for the future.

Insurance Broker

Residents of Boone County, IN can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help them navigate the complex world of insurance policies and find the best coverage and rates for their specific needs. Secondly, an insurance broker can provide personalized advice and support in the event of a claim, ensuring that residents receive the compensation they are entitled to. Additionally, Boone County, IN is known for its high risk of tornadoes, and an insurance broker can help residents obtain appropriate coverage for their homes and belongings in the event of a natural disaster. Overall, an insurance broker can provide valuable assistance and peace of mind to residents of Boone County, IN.

Retirement Planning

Residents of Boone County, IN can benefit greatly from the services of a retirement planner. A retirement planner can help individuals in Boone County, IN to navigate the complex world of retirement planning, including managing their assets, creating a budget, and planning for long-term care. One specific way that a retirement planner can help residents of Boone County, IN is by providing guidance on how to maximize their Social Security benefits. With the average life expectancy in Boone County, IN being higher than the national average, it is important for residents to have a solid plan in place for their retirement years. A retirement planner can help individuals in Boone County, IN to make the most of their retirement savings and ensure that they are able to enjoy a comfortable and financially secure retirement.

Wealth Management

Residents of Boone County, IN can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by providing personalized financial planning and investment advice. This is especially important in a county like Boone, which has a rapidly growing population and a diverse economy. A wealth manager can help residents navigate the complexities of investing in local businesses, real estate, and other assets, while also ensuring they are on track to meet their long-term financial goals. Additionally, a wealth manager can assist with estate planning, tax management, and retirement planning, all of which are critical for residents of Boone County who want to secure their financial futures. Overall, a skilled wealth manager can provide invaluable guidance and support to help residents of Boone County make smart financial decisions and achieve their financial goals.

Mortgage Loan Officer

Residents of Boone County, IN can benefit from the services of a mortgage loan officer in several ways. Firstly, a mortgage loan officer can help residents navigate the complex process of obtaining a mortgage loan, which can be especially helpful for first-time homebuyers. Additionally, a loan officer can assist residents in finding the best mortgage rates and terms that suit their specific financial situation. In Boone County, where the median home value is $231,500, having a mortgage loan officer who is familiar with the local real estate market can be invaluable in securing the most favorable loan terms. Furthermore, a loan officer can provide guidance on various loan options, such as FHA and VA loans, that may be particularly beneficial for residents who are veterans or low-income earners. Overall, the expertise and support of a mortgage loan officer can make the home buying process easier and more affordable for residents of Boone County, IN.

Tax Services

Residents of Boone County, IN can benefit greatly from the expertise of a tax advisor. One of the most common ways that a tax advisor can help is by providing guidance on tax planning and preparation. This is especially important in Boone County, where the property tax rates are among the highest in the state. A tax advisor can help residents navigate the complex tax laws and regulations, ensuring that they are taking advantage of all available tax deductions and credits. Additionally, a tax advisor can provide advice on how to structure their finances and investments to minimize their tax liability, which can ultimately save them thousands of dollars in taxes each year. With the help of a tax advisor, residents of Boone County can feel confident that they are making informed decisions about their finances and are taking the necessary steps to secure their financial future.

Estate Planning Lawyer

Residents of Boone County, IN can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by assisting with the creation of wills and trusts. This is especially important in Boone County, where there is a high percentage of elderly residents. With the help of an estate planning lawyer, individuals can ensure that their assets are distributed according to their wishes and that their loved ones are taken care of after they pass away. Additionally, an estate planning lawyer can also provide guidance on tax planning, healthcare directives, and power of attorney. These services can provide peace of mind for residents of Boone County, knowing that their affairs are in order and their loved ones are protected.

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