Elkhart County, IN Financial Advisors and Resources



Financial Advisor Firms in Elkhart County, IN


EVERENCE CAPITAL MANAGEMENT, INC.

Website

(574) 533-9511

1110 N Main St

Goshen, IN 46528

SEC#: 801-36323
Years in Business: 31 years

PROEQUITIES INC

Website

(574) 533-9511

1110 North Main Street

Goshen, IN 46528

SEC#: 801-56010
Years in Business: 22 years

ARCHER INVESTMENT CORPORATION

Website

(574) 294-2344

150 Easy Shopping Place Suite B

Elkhart, IN 46516

SEC#: 801-64607
Years in Business: 16 years

ATLANTIS WEALTH ADVISORS LLC

Website

(574) 293-5737

2300 Middlebury St.

Elkhart, IN 46516

SEC#: 801-79013
Years in Business: 7 years


How Retirement-Friendly is Elkhart County, IN?

  • Population: 204,558
  • % of Population 62 Years and Over: 17.5%
  • Average Home Value: $146,600
  • Average Monthly Housing Cost: $834
  • Average Household Income: $71,964
  • 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.)


Elkhart County, IN Financial Advisor FAQs

For many people, a qualified financial advisor can take much of the stress out of managing their personal finances by providing a clear roadmap based on a client’s unique situation and goals. This roadmap might entail recommending where to invest money or how much needs to be saved for retirement each year or which accounts should have more attention paid to.
If you want to be on the path to financial security, get a financial advisor before investing. Investing with an advisor provides essential guidance and input that can set you up for success in your finances.
A Certified Financial Planner™ professional has met standards of competency in areas such as: personal finance planning; investment and retirement planning; tax and estate planning; insurance at both micro (personal) and macro levels (national or global); and risk management.
A financial advisor is a professional who helps clients increase their wealth. In general, most financial advisors provide advice on how to budget, invest wisely, make the best use of tax laws and retirement benefits all to help you reach your goals faster.