Columbus, IN Financial Advisors and Resources



Financial Advisor Firms in Columbus, IN


IMC ADVISORS, LLC

Website

(812) 376-3331

540 Plaza Drive, Suite L

Columbus, IN 47201

SEC#: 801-61509
Years in Business: 19 years

KESSLER INVESTMENT GROUP, LLC

Website

(812) 314-0083

50 Washington Street
Suite 1-A
Columbus, IN 47201

SEC#: 801-71393
Years in Business: 11 years

KIRR, MARBACH & COMPANY, LLC

Website

(812) 376-9444

621 Washington Street

Columbus, IN 47201

SEC#: 801-10809
Years in Business: 46 years

SMI ADVISORY SERVICES, LLC

Website

(800) 910-3651

4400 Ray Boll Blvd.

Columbus, IN 47203

SEC#: 801-64882
Years in Business: 15 years

CUNA BROKERAGE SERVICES, INC.

Website

(812) 376-7661

2165 Jonathan Moore Pike

Columbus, IN 47202

SEC#: 801-60099
Years in Business: 20 years

DONALDSON CAPITAL MANAGEMENT LLC

Website

(812) 402-1019

700 Washington Street
Suite 300
Columbus, IN 47201

SEC#: 801-48479
Years in Business: 26 years

GLADSTONE INSTITUTIONAL ADVISORY LLC

Website

(812) 314-0083

50 Washington Street
Suite 1-A
Columbus, IN 47201

SEC#: 801-101532
Years in Business: 6 years

SCOUT INVESTMENTS, INC.

Website

(812) 372-6606

227 Washington Street

Columbus, IN 47202

SEC#: 801-60188
Years in Business: 20 years

PRIME CAPITAL INVESTMENT ADVISORS, LLC

Website

(812) 933-1791

904 Washington St

Columbus, IN 47201

SEC#: 801-110709
Years in Business: 4 years


How Retirement-Friendly is Columbus, IN?

  • Population: 48,150
  • % of Population 62 Years and Over: 18.3%
  • Average Home Value: $164,500
  • Average Monthly Housing Cost: $942
  • Average Household Income: $81,811
  • Indiana Total Tax Burden: 8.15% (18th Lowest in U.S.)
  • Indiana Property Tax: 2.19% (11th Lowest in U.S.)
  • Indiana Individual Income Tax: 2.05% (18th Lowest in U.S.)
  • Indiana Sales and Excise Tax: 3.91% (16th Highest in U.S.)


Columbus, IN Financial Advisor FAQs

When considering a financial advisor, most people employ the trust-but-verify approach. Do research into any advisors that you might be considering, interview them carefully and then choose the person that you feel would best serve your particular needs.
Ask about their trainings and how they got them. Verify the credibility of their certifications and licenses.
Yes. A financial advisor not only provides the value of their skills, but they are also there to provide guidance and accountability. Advisors can provide a level of expertise that is hard to find elsewhere, both in the marketplace or on your own.
Financial advisors can offer advice on how much insurance coverage you need, where best to invest, how much life insurance is needed, which investment vehicles are right for different stages in life, and how much money should go into the stock market now versus later.