Best Financial Advisors in Clinton County, IN

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List of Firms

Clinton County, IN Fiduciary Financial Advisors

Isgrigg Financial Strategies
Location 1309 S Jackson St, Frankfort, IN 46041, USA
Phone (765) 670-6380
Directions
CFI Financial
Location 5 S Main St, Frankfort, IN 46041, USA
Phone (765) 659-2934
Directions
Timmons Financial Services, Inc.
Location 1400 Walnut Ave Suite A, Frankfort, IN 46041, USA
Phone (765) 650-4200
Directions
Waddell & Reed Investment Management
Location 1359 Maiden Ln, Frankfort, IN 46041, USA
Phone (765) 654-9925
Directions
Edward Jones - Financial Advisor: Joshua Fossnock
SEC File# 801-3297
CRD# 250
Location 1552 E Wabash St Suite B, Frankfort, IN 46041, USA
Phone (765) 659-3368
Directions
First Wealth Financial Group
5 out of 5
Location 1210 19th Ave NW, Clinton, IA 52732, USA
Phone (563) 242-1885
Directions
Edward D Jones & Co LP
Location 1700 S Mayberry Dr, Frankfort, IN 46041, USA
Phone (765) 659-4518
Directions
Edward Jones - Financial Advisor: Brian J Reeves, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 10 S Main St, Frankfort, IN 46041, USA
Phone (765) 659-4633
Directions
Edward Jones - Financial Advisor: Bryan D Heilman
SEC File# 801-3297
CRD# 250
Location 165 N Union St, Russiaville, IN 46979, USA
Phone (765) 889-3260
Directions
Edward Jones - Financial Advisor: Chase Isgrigg
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1309 S Jackson St, Frankfort, IN 46041, USA
Phone (765) 659-3888
Directions
Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
Location 1748 E Wabash St, Frankfort, IN 46041, USA
Directions
Edward Jones - Financial Advisor: Mick Isgrigg
SEC File# 801-3297
CRD# 250
3 out of 5
Location 1309 S Jackson St, Frankfort, IN 46041, USA
Phone (765) 659-3888
Directions
Chaney James
Location 7515 W County Rd 300 S, Frankfort, IN 46041, USA
Phone (765) 523-2642
Directions
Kaiser, Huber and Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 217 E Southway Blvd Ste 105, Kokomo, IN 46902, USA
Phone (765) 453-3648
Directions
Edward Jones - Financial Advisor: Andrew T Wehr, AAMS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1 N Jackson St, Frankfort, IN 46041, USA
Phone (765) 659-3065
Directions
NelsonCorp Wealth Management
5 out of 5
Location 880 13th Ave N, Clinton, IA 52732, USA
Phone (563) 242-9042
Directions
Edward Jones - Financial Advisor: Clinton W Kreie
Location 115 W South St, Benton, AR 72015, USA
Phone (501) 778-5651
Directions
Financial Advisors in Clinton County, IN

Where Certified Financial Advisors in Clinton County, IN Serve

Clinton County, IN is a vibrant and bustling community that boasts a rich history and a promising future. From the iconic Frankfort Square to the stunning Prairie Creek Reservoir, this county is home to a plethora of landmarks that are sure to impress visitors and locals alike. When it comes to top employers, Clinton County is home to a diverse array of businesses, including the likes of Frito-Lay, Duke Energy, and St. Vincent Health. These companies provide a wealth of job opportunities for residents and contribute significantly to the local economy. In terms of major highways and streets, Clinton County is well-connected to the rest of the state and beyond. US-421 and State Road 28 run through the county, providing easy access to nearby cities and towns. Additionally, the county is home to several well-maintained local roads that make getting around a breeze. As for neighborhoods, Clinton County has something to offer everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Clinton County, IN can benefit from the expertise and guidance of a financial advisor in various ways. For instance, a financial advisor can help them create a budget and manage their finances effectively, especially in light of the unique economic challenges faced by the county, such as the decline in manufacturing jobs and the impact of the COVID-19 pandemic on small businesses. Additionally, a financial advisor can assist residents in planning for their long-term financial goals, such as retirement or saving for a child's education. With a financial advisor's help, residents can make informed decisions about their money and investments, and feel more confident about their financial future.

Insurance Broker

Residents of Clinton County, IN can benefit greatly from the services of an insurance broker. With the unpredictable weather patterns in the region, having the right insurance coverage can be crucial. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their unique needs. Additionally, with the county's strong agricultural industry, an insurance broker can provide valuable guidance on crop insurance options and risk management strategies. Overall, an insurance broker can provide peace of mind and ensure that residents are protected in the event of unexpected events or accidents.

Retirement Planning

Residents of Clinton County, IN can benefit from the services of a retirement planner in a number of ways. One of the most common ways is by helping individuals plan for their retirement and ensuring they have enough savings to support their lifestyle. This is particularly important in Clinton County, where the cost of living is relatively high compared to other areas in the state. Additionally, a retirement planner can assist residents in managing their investments and making smart financial decisions that will help them achieve their long-term goals. With the help of a retirement planner, residents of Clinton County can feel confident in their financial future and enjoy a comfortable retirement.

Wealth Management

Residents of Clinton County, IN could benefit from the services of a wealth manager in several ways. Firstly, a wealth manager can help residents plan for their retirement by creating a personalized investment strategy that aligns with their goals and risk tolerance. Additionally, Clinton County is home to several small businesses, and a wealth manager can assist business owners with financial planning and investment management to help grow their businesses. Furthermore, with Clinton County's agricultural industry being a significant contributor to the local economy, a wealth manager can help farmers and other agricultural professionals manage their finances and investments to ensure long-term success. Overall, a wealth manager can provide tailored financial advice and investment solutions to help Clinton County residents achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Clinton County, IN can benefit from the services of a mortgage loan officer in several ways. Firstly, a mortgage loan officer can help residents secure financing to purchase their dream homes in Clinton County. As a rural county with a population of just over 32,000 people, Clinton County has a lower cost of living compared to larger cities. This makes it an attractive location for families and individuals looking for affordable housing options. A mortgage loan officer can assist residents in finding the best mortgage rates and loan options that fit their financial situation. Additionally, a mortgage loan officer can help residents refinance their existing mortgages to lower their monthly payments or obtain cash-out refinancing to fund home improvements or other expenses. By working with a mortgage loan officer, residents of Clinton County can achieve their homeownership goals and improve their financial well-being.

Tax Services

Residents of Clinton County, Indiana can benefit greatly from the services of a tax advisor. With the complex tax laws and regulations, it can be challenging for individuals to navigate the system on their own. A tax advisor can provide expert advice on tax planning, preparation, and filing, ensuring that residents are taking advantage of all the deductions and credits available to them. Specifically, residents of Clinton County, IN may benefit from the tax advisor's knowledge of local tax laws, such as property taxes and sales taxes, which can vary from state to state. By working with a tax advisor, residents can avoid costly mistakes and maximize their tax savings, allowing them to keep more of their hard-earned money.

Estate Planning Lawyer

Residents of Clinton County, IN can greatly benefit from the services of an estate planning lawyer. One of the most common ways a lawyer can help is by creating a comprehensive estate plan that includes a will, power of attorney, and healthcare directives. This is especially important for Clinton County residents who own property or have significant assets, as it ensures that their wishes are carried out after they pass away. Additionally, an estate planning lawyer can help families navigate the complex probate process, which can be particularly daunting in Indiana. With the help of a knowledgeable lawyer, residents of Clinton County can have peace of mind knowing that their affairs are in order and their loved ones are protected.

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