Best Financial Advisors in Kendallville, IN

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Kendallville, IN Fiduciary Financial Advisors

SEC File# 801-69787
CRD# 122050
5 out of 5
Location 12726 Coldwater Rd, Fort Wayne, IN 46845, USA
Phone (260) 619-3100
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Friendly Village Plaza
4 out of 5
Location 751 E North St, Kendallville, IN 46755, USA
Phone (260) 347-4590
Directions
Jehl & Kreilach Financial Management
Location 6209 Constitution Dr, Fort Wayne, IN 46804, USA
Phone (260) 420-0268
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Edward Jones - Financial Advisor: Scott G Cook, AAMS™
Location 12912 Coldwater Rd Suite D, Fort Wayne, IN 46845, USA
Phone (260) 637-4089
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Edward Jones - Financial Advisor: Tod A Heisler, AAMS™
Location 7030 Pointe Inverness Way Suite 125, Fort Wayne, IN 46804, USA
Phone (260) 432-3613
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Nicholas Harter, CFP, Fort Wayne Financial Advisor
Location 110 W Berry St 16th floor, Fort Wayne, IN 46802, USA
Phone (260) 413-8865
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Hartman Investment Group
5 out of 5
Location 710 Goodwin Pl, Kendallville, IN 46755, USA
Phone (260) 242-5895
Directions
Edward Jones - Financial Advisor: Mark E Oda
Location 347 W Seventh St, Auburn, IN 46706, USA
Phone (260) 925-0925
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Edward Jones - Financial Advisor: David E Sands, AAMS™
5 out of 5
Location 902 Lincolnway S, Ligonier, IN 46767, USA
Phone (260) 894-9912
Directions
Edward Jones - Financial Advisor: Teri Lebo
Location 13613 Fairview Dr, Grabill, IN 46741, USA
Phone (260) 627-0079
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Ed Brower - Financial Advisor, Ameriprise Financial Services, LLC
Location 6226 Covington Rd, Fort Wayne, IN 46804, USA
Phone (260) 436-8884
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Edward Jones - Financial Advisor: Sun K Park
Location 4616 E Dupont Rd, Fort Wayne, IN 46825, USA
Phone (260) 483-0892
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Merrill Lynch Wealth Management Advisor Brian J Coughlin
Location 9921 Dupont Cir Dr W, Fort Wayne, IN 46825, USA
Phone (260) 427-6545
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Financial Advisors in Kendallville, IN

Where Certified Financial Advisors in Kendallville, IN Serve

Kendallville, IN is a charming city located in the northeastern part of the state. This vibrant community boasts a variety of landmarks that showcase its rich history, including the Mid-America Windmill Museum and the Noble County Courthouse. Top employers in the area include Parkview Noble Hospital, East Noble School Corporation, and Walmart. Major highways and streets that run through Kendallville include US-6, IN-3, and IN-8, making it easy to travel to nearby cities like Fort Wayne and South Bend. The city is also home to several unique neighborhoods, such as the historic downtown district and the tranquil rural areas surrounding the city. Whether you're looking to explore local attractions or settle down in a peaceful community, Kendallville has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Kendallville, IN can benefit greatly from the guidance of a financial advisor. With a population of just over 9,000, many individuals in Kendallville may struggle to navigate their personal finances. A financial advisor can provide tailored advice on topics such as retirement planning, investment strategies, and debt management. Additionally, with Kendallville being located in a rural area, residents may face unique challenges such as limited access to financial resources and a lack of knowledge about financial planning. A financial advisor can help bridge this gap by providing education and resources to help residents make informed decisions about their financial future. Overall, a financial advisor can be an invaluable resource for residents of Kendallville, IN looking to improve their financial health and achieve their long-term goals.

Insurance Broker

Residents of Kendallville, IN can benefit from the services of an insurance broker in a number of ways. For instance, an insurance broker can help residents of Kendallville navigate the complex world of insurance by providing them with expert advice and guidance. This is particularly important in a small town like Kendallville, where residents may not have access to the same resources and information as those in larger cities. Additionally, an insurance broker can help residents of Kendallville find the best insurance policies to meet their unique needs, whether they are looking for health insurance, auto insurance, or any other type of coverage. By working with an insurance broker, residents of Kendallville can rest assured that they are getting the best possible coverage at the most affordable price.

Retirement Planning

Residents of Kendallville, IN can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized financial plan that takes into account the unique needs and circumstances of each individual. For example, Kendallville is a small town with a population of just over 9,000 people, many of whom may work in manufacturing or agriculture. A retirement planner can help these residents navigate the complexities of retirement planning, including Social Security benefits, pension plans, and 401(k) options. Additionally, a retirement planner can offer advice on tax-efficient strategies for saving and investing, as well as how to manage debt and budget for healthcare expenses in retirement. By working with a retirement planner, residents of Kendallville can feel more confident and prepared as they approach their golden years.

Wealth Management

Residents of Kendallville, IN can benefit greatly from the services of a wealth manager. A wealth manager can help individuals in Kendallville, IN to manage their finances, develop a comprehensive financial plan, and invest their money wisely. For example, a wealth manager can help residents of Kendallville, IN to navigate the complex tax laws and regulations that are unique to the state of Indiana. They can also help residents to plan for retirement, save for college, and manage their debt. Furthermore, a wealth manager can help residents of Kendallville, IN to identify and invest in opportunities that are specific to the local economy, such as the growing manufacturing and healthcare industries. By working with a wealth manager, residents of Kendallville, IN can take control of their financial future and achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Kendallville, IN would be helped by a mortgage loan officer in a number of ways. For starters, the loan officer can help residents find the right mortgage product to suit their needs and budget. Kendallville is a relatively small town with a population of just over 9,000, and many residents may not be familiar with the various types of mortgages available to them. A loan officer can help explain the differences between fixed-rate and adjustable-rate mortgages, for example, and help residents decide which option is best for them. Additionally, a loan officer can help residents navigate the often-complicated mortgage application process, which can be especially daunting for first-time homebuyers. By guiding residents through each step of the process, a loan officer can help ensure that they get the best possible mortgage terms and rates.

Tax Services

Residents of Kendallville, IN could greatly benefit from the assistance of a tax advisor in a number of ways. For example, a tax advisor could help residents navigate the complex tax laws and regulations that are specific to Indiana, including state and local taxes. Additionally, a tax advisor could help residents maximize their tax deductions and credits, which could result in significant savings on their tax bill. For residents who own businesses or rental properties in Kendallville, a tax advisor could provide valuable guidance on tax planning strategies and help ensure compliance with tax laws. Overall, a tax advisor could be an invaluable resource for residents of Kendallville who want to minimize their tax liability and maximize their financial well-being.

Estate Planning Lawyer

Residents of Kendallville, IN can benefit from the services of an estate planning lawyer in several ways. One of the most common ways is by creating a will that outlines how their assets will be distributed after their passing. This is particularly important in Kendallville, where many residents own family businesses or farms that they want to ensure are passed down to their heirs. Additionally, an estate planning lawyer can help residents establish trusts to protect their assets and minimize taxes, as well as create powers of attorney and healthcare directives to ensure their wishes are carried out if they become incapacitated. Overall, an estate planning lawyer can provide peace of mind to residents of Kendallville by helping them plan for the future and protect their loved ones.

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