Find a Financial Advisor in Mishawaka, IN

 

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

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We Only Work With The Best Mishawaka Financial Advisors


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

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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 Mishawaka, IN


  • Financial Advisor Close to Mishawaka, 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 Mishawaka, 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 Mishawaka, IN

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

  • Population: 49,245
  • % of Population 62 Years and Over: 19.2%
  • Average Home Value: $108,000
  • Average Monthly Housing Cost: $773
  • Average Household Income: $55,411
  • 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 Mishawaka, IN

 

HILLTOP WEALTH SOLUTIONS

Website

(574) 889-7526

527 Park Place
Suite 100
Mishawaka, IN 46545

SEC#: 801-115255
Years in Business: 2 years

CREATIVE FINANCIAL DESIGNS, INC.

Website

(574) 273-0803

3835 Edison Lakes Pkwy
Ste 300
Mishawaka, IN 46545

SEC#: 801-60153
Years in Business: 20 years

SYM FINANCIAL CORPORATION

Website

(800) 888-7968

4215 Edison Lakes Parkway
Suite 320
Mishawaka, IN 46545

SEC#: 801-23944
Years in Business: 36 years

HOWARD BAILEY SECURITIES, LLC

Website

(866) 482-9559

1736 East Day Rd
Ste. 300
Mishawaka, IN 46545

SEC#: 801-114636
Years in Business: 2 years

 


Mishawaka, IN Financial Advisor FAQs

Compensation fees vary from person to person, but typically a financial advisor works with a number of different sources to generate revenue. Some may take commissions, some may work on a fee-based basis or an hourly rate, and others might work on a percentage of the assets they manage for you. Regardless, all financial advisors should be working towards your best interests.
It would depend on the individual's unique goals and needs. A few questions one should ask a financial advisor are if they have any certified credentials, whether they've been at their company for a long time, the type of stocks the advisor keeps her clients invested in after reading disclosures on safety risks of those investments, whether or not there is a customer support system available to talk through issues that may come up, and more.
A financial advisor is somebody who helps people make good decisions about money, usually by providing advice and guidance on matters of savings, borrowing, investments, retirement finances.
The cost will depend on factors like the type of services you want and how you want to pay for them. If an advisor is trying to sell something expensive, they might make less per year on you but make more money off of your purchase.