Find a Financial Advisor in Merrillville, IN

 

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

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We Only Work With The Best Merrillville 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 Merrillville, IN


  • Financial Advisor Close to Merrillville, 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 Merrillville, 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 Merrillville, IN

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

  • Population: 34,889
  • % of Population 62 Years and Over: 19.1%
  • Average Home Value: $138,600
  • Average Monthly Housing Cost: $1,076
  • Average Household Income: $70,715
  • 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 Merrillville, IN

 

STRATEGIQ FINANCIAL GROUP, LLC

Website

(219) 736-8902

101 East 90th Drive

Merrillville, IN 46410

SEC#: 801-68171
Years in Business: 14 years

FSC SECURITIES CORPORATION

Website

(219) 736-6900

334 West 84th Drive

Merrillville, IN 46410

SEC#: 801-42017
Years in Business: 29 years

FSC SECURITIES CORPORATION

Website

(219) 736-6900

334 West 84th Drive

Merrillville, IN 46410

SEC#: 801-42017
Years in Business: 29 years

FSC SECURITIES CORPORATION

Website

(219) 736-6900

334 West 84th Drive

Merrillville, IN 46410

SEC#: 801-42017
Years in Business: 29 years

FSC SECURITIES CORPORATION

Website

(219) 736-6900

334 West 84th Drive

Merrillville, IN 46410

SEC#: 801-42017
Years in Business: 29 years

ONEAMERICA SECURITIES, INC.

Website

(219) 650-4050

200 West 84th Drive, Suite B

Merrillville, IN 46410

SEC#: 801-56819
Years in Business: 22 years

GLOBAL ASSETS ADVISORY, LLC

Website

(773) 332-6818

200 East 80th Place
#200
Merrillville, IN 46410

SEC#: 801-114946
Years in Business: 2 years

 


Merrillville, IN Financial Advisor FAQs

You should choose a Financial Advisor who is licensed to broker securities, provides evidence of compliance with the fiduciary standard of care by taking steps such as training and education on best practices, and demonstrates experience in meeting client needs.
A financial advisor can assist you with meeting your goals and objectives.
Financial advisors vary in cost, often depending on the complexity of the financial planning.
Check with your employer. Do they have a list? Giving them this information will help you locate somebody who is qualified and reputable. Your colleagues would also be a good place to look because not only do they probably know somebody, but they can share stories about their experiences that way you can feel better confident in the advice and referrals that you receive.