Best Financial Advisors in Elkhart County, IN

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Elkhart County, IN Fiduciary Financial Advisors

Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1514 E Bristol St Ste A, Elkhart, IN 46514, USA
Phone (574) 262-9205
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1308 Elkhart Rd, Goshen, IN 46526, USA
Phone (574) 533-4401
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 932 Parkway Ave C, Elkhart, IN 46516, USA
Phone (574) 522-3242
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Horner Investment Group LLC
5 out of 5
Location 2300 Middlebury St, Elkhart, IN 46516, USA
Phone (574) 293-5737
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Las Americas Financial Services
4 out of 5
Location 2316 S Main St, Elkhart, IN 46517, USA
Phone (574) 970-7403
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Financial Advisors in Elkhart County, IN

Where Certified Financial Advisors in Elkhart County, IN Serve

Elkhart County, located in northern Indiana, is a vibrant community with a diverse array of landmarks, top employers, major highways and streets, and neighborhoods. From the stunning beauty of the Bonneyville Mill County Park to the historic charm of the Ruthmere Mansion, Elkhart County boasts a wealth of cultural and natural treasures. In terms of top employers, Elkhart County is home to industry leaders such as Forest River, Lippert Components, and Thor Industries, which provide thousands of jobs and contribute to the county's thriving economy. Additionally, the county is intersected by major highways such as the Indiana Toll Road and US-20, as well as numerous state and county roads, making transportation and commerce a breeze. As for neighborhoods, Elkhart County offers a range of options for residents, from the quaint small-town charm of Bristol to the bustling urban energy of Elkhart and Goshen.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Elkhart County, IN could greatly benefit from the guidance of a financial advisor in a number of ways. One of the most common ways a financial advisor could help is by providing advice on how to navigate the local job market. Elkhart County has a strong manufacturing industry, with companies like Forest River and Thor Industries employing thousands of residents. However, the county has also experienced economic downturns in the past, making it important for residents to have a solid financial plan in place. A financial advisor could help residents create a budget, save for emergencies, and invest wisely to ensure their financial stability. Additionally, a financial advisor could provide guidance on how to best utilize the county's resources, such as the Elkhart County Community Foundation, to achieve financial goals.

Insurance Broker

Residents of Elkhart County, IN can benefit greatly from the services of an insurance broker. With a population of over 200,000, there are many individuals and families who need assistance navigating the complex world of insurance. An insurance broker can help residents find the right coverage for their unique needs, whether it be health, auto, home, or business insurance. In a county that is home to many manufacturing companies, an insurance broker can also provide specialized coverage for businesses in the area. Additionally, with Elkhart County experiencing harsh winter weather, an insurance broker can help residents find the best coverage for potential weather-related damages. Overall, an insurance broker can provide peace of mind and financial security to residents of Elkhart County, IN.

Retirement Planning

Residents of Elkhart County, IN can benefit greatly from the services of a retirement planner. With a significant portion of the population nearing retirement age, a retirement planner can help individuals navigate the complex world of retirement planning and make informed decisions about their financial future. Specifically, in Elkhart County, which is known for its manufacturing industry, a retirement planner can help individuals who may have pensions or 401(k) plans through their employers. They can also help those who may have experienced job loss due to the decline in manufacturing in the area. A retirement planner can assist in creating a personalized retirement plan that takes into account an individual's unique circumstances and goals, ensuring that they are able to enjoy a comfortable retirement.

Wealth Management

Residents of Elkhart County, IN could benefit greatly from the services of a wealth manager in a number of ways. For example, many people in this area work in the manufacturing industry, which can be subject to fluctuations in demand and employment. A wealth manager could help them plan for these ups and downs by creating a diversified investment portfolio that can weather economic changes. Additionally, Elkhart County has a large Amish population who may have unique financial needs and values. A wealth manager with experience working with this community could help them navigate financial planning while staying true to their beliefs. Overall, a wealth manager can provide residents of Elkhart County with personalized financial advice and strategies that are tailored to their specific circumstances and goals.

Mortgage Loan Officer

Residents of Elkhart County, IN can benefit greatly from the services of a mortgage loan officer. These professionals can assist with the process of obtaining a mortgage loan to purchase a home, refinance an existing mortgage, or secure a home equity loan. With the current housing market in Elkhart County, IN, it can be challenging for residents to navigate the complex process of obtaining a mortgage loan. A mortgage loan officer can provide guidance on the types of loans available, the necessary documentation required, and the best lenders to work with. Additionally, they can help residents with lower credit scores or limited financial resources find loan options that work for them. With the assistance of a mortgage loan officer, residents of Elkhart County, IN can achieve their dream of homeownership and secure their financial future.

Tax Services

Residents of Elkhart County, IN can benefit greatly from the assistance of a tax advisor. One of the most common ways that a tax advisor can help is by ensuring that residents are taking advantage of all available tax credits and deductions. This is especially important in Elkhart County, which has a large manufacturing industry and a significant number of small businesses. A tax advisor can help residents navigate the complexities of tax laws and regulations, and ensure that they are not missing out on any potential tax savings. Additionally, a tax advisor can provide guidance on retirement planning, estate planning, and other financial matters that can have a significant impact on a resident's financial future. Overall, the expertise of a tax advisor can be invaluable to residents of Elkhart County, helping them make informed financial decisions and achieve their financial goals.

Estate Planning Lawyer

Residents of Elkhart County, IN can benefit greatly from the expertise of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help residents is by creating a comprehensive estate plan that outlines how their assets will be distributed after their death. This is especially important in Elkhart County, which has a large population of retirees and elderly individuals. Additionally, an estate planning lawyer can help residents minimize their tax liability and ensure that their assets are protected from creditors. With the help of an estate planning lawyer, residents of Elkhart County can have peace of mind knowing that their assets and loved ones will be taken care of according to their wishes.

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