Delaware County, IN Financial Advisors and Resources

Financial Advisor Firms in Delaware County, IN



(765) 284-3384

1100 W. White River Blvd.

Muncie, IN 47303

SEC#: 801-61020
Years in Business: 19 years

How Retirement-Friendly is Delaware County, IN?

  • Population: 115,020
  • % of Population 62 Years and Over: 20.6%
  • Average Home Value: $99,600
  • Average Monthly Housing Cost: $716
  • Average Household Income: $60,528
  • 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.)

Delaware County, IN Financial Advisor FAQs

A financial advisor is an individual who helps you plan your long-term finances in a way that's tailored to meet your financial goals. Some of the tasks they may help you with include investing, retirement planning, and management of your personal spending.
Getting a good financial advisor should be one of the earliest steps people take. A good advisor can help answer questions about your retirement plan or estate planning, for example. You shouldn't wait to call one in when it's too late to prepare.
When selecting a financial advisor, it is important to make sure they are accredited. Always scrutinize a potential financial advisor's credentials, certifications, licenses, and affiliations.
A financial advisor is a professional who helps you plan and manage your finances. For many, that means preparing for and managing everything from paying off student loans and saving for retirement to insurance coverage and investment portfolios.