Find a Financial Advisor in South Bend, IN

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best South Bend 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 South Bend, IN


  • Financial Advisor Close to South Bend, 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 South Bend, 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 South Bend, IN

We evaluated over 13,000 RIA firms to bring you the best of the best South Bend financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is South Bend, IN?

  • Population: 102,037
  • % of Population 62 Years and Over: 16.2%
  • Average Home Value: $91,900
  • Average Monthly Housing Cost: $755
  • Average Household Income: $57,529
  • 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 South Bend, IN

 

CERES PARTNERS, LLC

Website

(855) 242-3737

806 Howard St
Suite 200
South Bend, IN 46617

SEC#: 801-114192
Years in Business: 2 years

WALTER & KEENAN FINANICAL CONSULTING CO

Website

(574) 287-5977

202 S. Michigan St.
Suite 910
South Bend, IN 46601

SEC#: 801-22367
Years in Business: 37 years

CHURCHILL MANAGEMENT CORP

Website

(617) 512-2066

1251 North Eddy St.
Suite 200
South Bend, IN 46617

SEC#: 801-4211
Years in Business: 54 years

HARBOUR INVESTMENTS, INC.

Website

(574) 232-2650

330 South 35th St

South Bend, IN 46619

SEC#: 801-29185
Years in Business: 34 years

HARBOUR INVESTMENTS, INC.

Website

(574) 232-2650

330 South 35th St

South Bend, IN 46619

SEC#: 801-29185
Years in Business: 34 years

HARBOUR INVESTMENTS, INC.

Website

(574) 232-2650

330 South 35th St

South Bend, IN 46619

SEC#: 801-29185
Years in Business: 34 years

CUNA BROKERAGE SERVICES, INC.

Website

(574) 284-6210

110 S Main St

South Bend, IN 46601

SEC#: 801-60099
Years in Business: 20 years

HARBOUR INVESTMENTS, INC.

Website

(574) 232-2650

330 South 35th St

South Bend, IN 46619

SEC#: 801-29185
Years in Business: 34 years

HARBOUR INVESTMENTS, INC.

Website

(574) 232-2650

330 South 35th St

South Bend, IN 46619

SEC#: 801-29185
Years in Business: 34 years

 


South Bend, IN Financial Advisor FAQs

Absolutely! Financial advisors can help you with budgeting, saving, and determining the best ways to manage your money.
A financial advisor provides objective advice about all your personal finances including long-term investments. They help make informed decisions for your present circumstances.
Simply asking your friends and family about any good advisors that they know of would go a long way towards helping you make that key decision. Be sure to ask them if they have been happy with those advisors so their testimonials will carry weight when trying to find the right person for you.
It is important to get a sense of how long the potential financial advisor has been in the field and what services they specialize in.