Best Financial Advisors in South Bend, IN

We did the hard work of finding trustworthy partners in South Bend, IN. Fill out the form to get connected.
Scroll to List of Firms

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

South Bend, IN Fiduciary Financial Advisors

Merrill Lynch
SEC File# 801-14235
CRD# 7691
5 out of 5
Location 100 N Michigan St, South Bend, IN 46601, USA
Phone (574) 282-3600
Language https://www.local.ml.com/050620/
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Scott Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 205 W Jefferson Blvd Ste 402, South Bend, IN 46601, USA
Phone (574) 273-8680
Language https://www.ameripriseadvisors.com/scott.d.smith/?cid=IP_local_google
Directions
Jak Crossley dba Ameriprise Financial Services
Location 1025 Widener Ln, South Bend, IN 46614, USA
Phone (574) 231-9300
Language http://www.ameripriseadvisors.com/jak.e.crossley/
Directions
First Step Properties
Location 2514 Kenwood Ave, South Bend, IN 46628, USA
Phone (574) 232-3343
Directions
Private Member Group
5 out of 5
Location 2025 Edison Rd Suite A, South Bend, IN 46637, USA
Phone (800) 567-6328
Language http://privatemembergroup.com/
Directions
Merrill Lynch Wealth Management Advisor William E Simon
Location 100 N Michigan St Suite 500, South Bend, IN 46601, USA
Phone (574) 282-3649
Language https://fa.ml.com/indiana/south-bend/william_simon
Directions
Weidner and Company, PC
2 out of 5
Location 1650 S Bend Ave #100, South Bend, IN 46617, USA
Phone (574) 234-8822
Language http://weidnercpa.com/
Directions
Financial Advisors in South Bend, IN

Where Certified Financial Advisors in South Bend, IN Serve

South Bend, IN is a vibrant city with a rich history and a plethora of landmarks that showcase its unique culture. The city is home to the iconic Notre Dame University, a world-renowned institution that attracts students from all over the globe. Other notable landmarks include the Studebaker National Museum, the Morris Performing Arts Center, and the South Bend Museum of Art. Top employers in the city include healthcare provider Beacon Health System, manufacturing company AM General, and the University of Notre Dame. These companies provide numerous job opportunities for residents and contribute to the city's economic growth. South Bend is conveniently located near major highways such as the Indiana Toll Road and the US-31, making it easily accessible for commuters and travelers. The city's streets are well-maintained and offer a variety of shopping, dining, and entertainment options. South Bend is also home to several distinct neighborhoods, each with its own character and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of South Bend, IN could benefit from the guidance of a financial advisor in a number of ways. For instance, a financial advisor could help residents navigate the unique financial challenges of living in a Rust Belt city that has experienced significant economic shifts over the years. They could provide advice on how to build a stable financial future despite the ups and downs of the local job market, and help residents make informed decisions about investing, saving for retirement, and managing debt. Additionally, a financial advisor could help South Bend residents take advantage of local resources, such as the city's many parks and recreational facilities, by creating a budget that allows for regular leisure activities without sacrificing long-term financial security. With the help of a financial advisor, residents of South Bend can feel more confident and prepared for whatever financial challenges come their way.

Insurance Broker

Residents of South Bend, IN would benefit greatly from the services of an insurance broker. With the city's fluctuating weather patterns, an insurance broker can help residents find the right coverage for their homes, cars, and businesses. In addition, South Bend is home to the University of Notre Dame, which attracts a large population of students and faculty. An insurance broker can assist these individuals in finding affordable health insurance options. With the city's diverse population, language barriers may also be a concern. An insurance broker can help bridge the gap and ensure that language is not a barrier to obtaining necessary coverage. Overall, an insurance broker can provide invaluable assistance to South Bend residents in navigating the complex world of insurance.

Retirement Planning

Residents of South Bend, IN could benefit greatly from the services of a retirement planner. With a population of over 100,000, there are many individuals and families who may not have a clear understanding of how to plan for their retirement. A retirement planner can help residents of South Bend, IN create a personalized plan that takes into account their unique financial situation and goals. For example, South Bend is home to the University of Notre Dame, and many residents may have retirement accounts through the university. A retirement planner can help these individuals navigate the complexities of their retirement plan and ensure they are making the best decisions for their future. Additionally, with a median household income of around $43,000, many residents of South Bend may be concerned about how to save enough for retirement. A retirement planner can provide guidance on how to save and invest wisely, so that residents can enjoy a comfortable retirement.

Wealth Management

Residents of South Bend, IN could benefit from a wealth manager in a variety of ways. One of the most common ways would be through investment planning. A wealth manager can help residents navigate the complex world of investing and create a personalized investment plan that aligns with their financial goals. Additionally, a wealth manager can provide guidance on retirement planning, tax planning, and estate planning. For residents of South Bend, IN specifically, a wealth manager could also offer expertise on the local economy and real estate market, helping them make informed decisions about buying or selling property in the area. Overall, a wealth manager can provide valuable financial advice and support to help residents of South Bend, IN achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of South Bend, IN can benefit greatly from the expertise of a mortgage loan officer. These professionals can help residents navigate the often complicated process of securing a mortgage loan, which is especially important in a city with a diverse housing market like South Bend. Whether residents are first-time homebuyers or looking to refinance their current mortgage, a loan officer can help them find the best loan options and interest rates available. Additionally, South Bend has a large student population due to the presence of the University of Notre Dame, and loan officers can assist these students in securing loans for off-campus housing. Overall, a mortgage loan officer can provide invaluable assistance to residents of South Bend looking to purchase or refinance a home.

Tax Services

Residents of South Bend, IN can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by assisting with the preparation and filing of tax returns. This can be especially helpful for South Bend residents who may be unfamiliar with the state and local tax laws. Additionally, a tax advisor can provide guidance on deductions and credits that may be available to South Bend residents, such as the Indiana Earned Income Credit. With the help of a tax advisor, South Bend residents can ensure that they are maximizing their tax savings and avoiding any potential penalties or fines.

Estate Planning Lawyer

Residents of South Bend, IN can benefit greatly from the services of an estate planning lawyer, especially when it comes to ensuring their assets and property are protected and distributed according to their wishes. With South Bend being a college town, many residents may have unique circumstances such as owning rental properties or having student loan debt. An estate planning lawyer can assist in creating a comprehensive plan that takes into account these factors and provides peace of mind for the future. Additionally, with a high percentage of retirees in the South Bend area, an estate planning lawyer can help with creating wills, trusts, and other instruments to ensure their loved ones are taken care of after they're gone. Overall, an estate planning lawyer can provide invaluable guidance and support to residents of South Bend, IN in protecting their assets and securing their legacies.

South Bend, IN Financial Resources

South Bend, IN Chamber of Commerce

https://www.sbrchamber.com/

South Bend, IN City Hall

https://www.southbendin.gov/

South Bend, IN Public Library

https://sjcpl.org/

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in South Bend, IN

A financial advisor in South Bend, IN can provide a range of financial advising services to help individuals and families achieve their financial goals. From retirement planning to investment management, a financial advisor can offer expert guidance and support to help clients navigate the complex world of finance. One specific aspect of South Bend, IN that a financial advisor may take into consideration is the diverse economic landscape of the city. With a mix of manufacturing, healthcare, and education industries, a financial advisor may need to tailor their services to meet the unique needs of each client based on their profession and income source. Additionally, with the presence of the University of Notre Dame, a financial advisor may also need to consider the impact of college tuition and expenses on their clients' financial plans. Overall, a financial advisor in South Bend, IN can provide invaluable assistance to help clients achieve financial security and stability.

South Bend, IN is a city with a rich history and a vibrant community. It is home to a variety of financial institutions and experts who offer top-notch financial advising services. One of the reasons why South Bend is the best place to get financial advising is its strong economy. With a diverse range of industries, including healthcare, education, and manufacturing, the city offers a wealth of opportunities for investors and entrepreneurs. Additionally, South Bend is home to several prestigious universities and colleges, including the University of Notre Dame and Indiana University South Bend, which attract some of the brightest minds in the country. This means that financial advisors in South Bend have access to a highly educated and sophisticated client base, which allows them to provide tailored and effective advice. Overall, South Bend's thriving economy and intellectual capital make it an ideal location for anyone seeking top-notch financial advising services.