Valparaiso, IN Financial Advisors and Resources



Financial Advisor Firms in Valparaiso, IN


KOTYS WEALTH PROFESSIONALS

Website

(877) 465-6924

175 Lincolnway
Suite D
Valparaiso, IN 46383

SEC#: 801-118738
Years in Business: 1 years

HIGHTOWER ADVISORS, LLC

Website

(219) 531-4941

15 N Franklin Suite 100

Valparaiso, IN 46383

SEC#: 801-69625
Years in Business: 13 years

HIGHTOWER ADVISORS, LLC

Website

(219) 531-4941

15 N Franklin Suite 100

Valparaiso, IN 46383

SEC#: 801-69625
Years in Business: 13 years

HIGHTOWER ADVISORS, LLC

Website

(219) 531-4941

15 N Franklin Suite 100

Valparaiso, IN 46383

SEC#: 801-69625
Years in Business: 13 years

HIGHTOWER ADVISORS, LLC

Website

(219) 531-4941

15 N Franklin Suite 100

Valparaiso, IN 46383

SEC#: 801-69625
Years in Business: 13 years

CAITLIN JOHN, LLC

Website

(219) 241-4771

466 N. 450 East

Valparaiso, IN 46383

SEC#: 801-110731
Years in Business: 4 years

CAITLIN JOHN, LLC

Website

(219) 241-4771

466 N. 450 East

Valparaiso, IN 46383

SEC#: 801-110731
Years in Business: 4 years

FIRST HEARTLAND CONSULTANTS, INC.

Website

(219) 548-7373

203 E. Jefferson Street

Valparaiso, IN 46383

SEC#: 801-46595
Years in Business: 27 years

RESOURCES INVESTMENT ADVISORS, LLC

Website

(219) 477-3830

555 Eastport Centre Drive
Suite B
Valparaiso, IN 46383

SEC#: 801-40622
Years in Business: 29 years


How Retirement-Friendly is Valparaiso, IN?

  • Population: 33,355
  • % of Population 62 Years and Over: 20.3%
  • Average Home Value: $187,500
  • Average Monthly Housing Cost: $988
  • Average Household Income: $83,166
  • 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.)


Valparaiso, IN Financial Advisor FAQs

People who want to be adequately prepared for what life throws at them will choose to work with a financial advisor. The benefits of working with an independent advisor are that they don't just distribute product literature and sales material, but will also help you understand your situation and advise.
A financial advisor can cost anywhere from nothing to a considerable amount, depending on the services being offered and what you're looking for in an advisor. In general, fee-based advisors will require a larger initial investment because your fees are paid up front in one lump sum payment.
They assist in designing investment portfolios that reflect an investor's age, risk tolerance, time horizon and other needs to help mitigate the chances of default by making sure they have a lot of different types of assets.
A financial advisor, or professional money manager, gets paid through fees and commissions. Firms generally use one fee-based model with a performance component (investment advisory services) or two business models: commission only and adviser-sold funds.