Tippecanoe County, IN Financial Advisors and Resources



Financial Advisor Firms in Tippecanoe County, IN


BANKER INVESTMENT GROUP

Website

(765) 497-0197

1241 Cumberland Avenue
Suite B
West Lafayette, IN 47906

SEC#: 801-79396
Years in Business: 7 years

OPTIVISE ADVISORY SERVICES LLC

Website

(765) 838-1813

3229 Olympia Dr
Suite E
Lafayette, IN 47909

SEC#: 801-115232
Years in Business: 2 years

OPTIVISE ADVISORY SERVICES LLC

Website

(765) 838-1813

3229 Olympia Dr
Suite E
Lafayette, IN 47909

SEC#: 801-115232
Years in Business: 2 years

OPTIVISE ADVISORY SERVICES LLC

Website

(765) 838-1813

3229 Olympia Dr
Suite E
Lafayette, IN 47909

SEC#: 801-115232
Years in Business: 2 years

OPTIVISE ADVISORY SERVICES LLC

Website

(765) 838-1813

3229 Olympia Dr
Suite E
Lafayette, IN 47909

SEC#: 801-115232
Years in Business: 2 years

OPTIVISE ADVISORY SERVICES LLC

Website

(765) 838-1813

3229 Olympia Dr
Suite E
Lafayette, IN 47909

SEC#: 801-115232
Years in Business: 2 years

OPTIVISE ADVISORY SERVICES LLC

Website

(765) 838-1813

3229 Olympia Dr
Suite E
Lafayette, IN 47909

SEC#: 801-115232
Years in Business: 2 years

OPTIVISE ADVISORY SERVICES LLC

Website

(765) 838-1813

3229 Olympia Dr
Suite E
Lafayette, IN 47909

SEC#: 801-115232
Years in Business: 2 years

OPTIVISE ADVISORY SERVICES LLC

Website

(765) 838-1813

3229 Olympia Dr
Suite E
Lafayette, IN 47909

SEC#: 801-115232
Years in Business: 2 years


How Retirement-Friendly is Tippecanoe County, IN?

  • Population: 191,553
  • % of Population 62 Years and Over: 14%
  • Average Home Value: $154,000
  • Average Monthly Housing Cost: $878
  • Average Household Income: $71,389
  • 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.)


Tippecanoe County, IN Financial Advisor FAQs

A financial advisor is an individual who specializes in managing the financial lives of others. A one-time fee can range anywhere from $5,000 for a basic plan to $500,000 for a comprehensive plan. Monthly fees often start at around $35 and go up depending on the number of funds they recommend and how much risk they will take with your investments.
Each advisor gets paid differently. They are employed in different manners, have varying arrangements with the companies they are affiliated with to provide advice, dictate different fees to their clients based on services rendered, etc.
Are you registered with any regulatory body? What is your experience and background? Give examples of cases you have dealt with and the success rate (percentage).
Always go for someone who has a fiduciary responsibility. This way you are assured that the advisor will work in your best interests and not his own nor for the company that he is working for.