Find a Financial Advisor in Kendallville, IN

 

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We did the hard work of finding trustworthy partners in Kendallville, IN.

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We Only Work With The Best Kendallville Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Kendallville, IN


  • Financial Advisor Close to Kendallville, IN

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Kendallville, IN


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Kendallville, IN

We evaluated over 13,000 RIA firms to bring you the best of the best Kendallville financial advisors.
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How Retirement-Friendly is Kendallville, IN?

  • Population: 9,347
  • % of Population 62 Years and Over: 22.2%
  • Average Home Value: $109,800
  • Average Monthly Housing Cost: $644
  • Average Household Income: $52,059
  • 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.)



The Top Financial Advisor Firms in Kendallville, IN

 

AMI INVESTMENT MANAGEMENT INC

Website

(260) 347-1281

710 N Krueger Street

Kendallville, IN 46755

SEC#: 801-49335
Years in Business: 26 years

 


Kendallville, IN Financial Advisor FAQs

The key is finding a qualified person who both shares your values and goals, yet whose ideas are often different from one's own--which helps keep things fresh, objective, and unbiased.
It is very important to know not only of the number of clients a particular financial advisor has worked with in the past but also how long his/her client relations have been. The longer he/she has maintained working relations with a client, the higher client satisfaction must be.
Financial advisors get paid from one of three ways: Fees charged directly to the client, commissions on certain trades or through a combination of fees and commissions.
Financial advisors are qualified professionals that have years of education and experience in investing money into equities or other goods for their clients. They help grow savings over time by picking securities with high potential returns but low risk profiles.