Best Financial Advisors in Vanderburgh County, IN

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Vanderburgh County, IN Fiduciary Financial Advisors

Pettinga Financial Advisors
SEC File# 801-72154
CRD# 156369
Location 519 Main St Suite 100, Evansville, IN 47708, USA
Phone (812) 436-4000
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Associated Financial Group Inc
Location 1010 Lincoln Ave, Evansville, IN 47714, USA
Phone (812) 477-0144
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John Schneider - Raymond James
Location 7501 Eagle Crest Blvd, Evansville, IN 47715, USA
Phone (812) 475-9166
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McKee Financial Resources Inc
SEC File# 801-101532
CRD# 250787
5 out of 5
Location 727 N, Cross Pointe Blvd Suite C, Evansville, IN 47715, USA
Phone (812) 477-8522
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Merrill Lynch Wealth Management Advisor David W Nicholson
Location 7300 Eagle Crest Blvd, Evansville, IN 47715, USA
Phone (812) 473-7336
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TruPointe Financial Advisors - Ameriprise Financial Services, LLC
Location 7525 E Virginia St Ste 450, Evansville, IN 47715, USA
Phone (812) 476-4305
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Merrill Lynch Wealth Management
5 out of 5
Location 7300 Eagle Crest Blvd, Evansville, IN 47715, USA
Phone (812) 473-7300
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Morgan Stanley Financial Advisors
Location 1 Main St Ste 601, Evansville, IN 47708, USA
Phone (812) 425-7221
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S.W.A.N. Financial Solutions - Financial Advisor: Ryan K Foncannon
5 out of 5
Location 123 NW 4th St Suite 14, Evansville, IN 47708, USA
Phone (855) 792-6836
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ETFCU Financial Group
5 out of 5
Location 4401 Theater Dr, Evansville, IN 47715, USA
Phone (812) 469-9909
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Financial Advisors in Vanderburgh County, IN

Where Certified Financial Advisors in Vanderburgh County, IN Serve

Vanderburgh County, located in southwestern Indiana, is a bustling area filled with a plethora of landmarks, top employers, major highways and streets, and diverse neighborhoods. From the historic Reitz Home Museum to the awe-inspiring USS LST Ship Memorial, this county has something for everyone. When it comes to employment, Vanderburgh County boasts a diverse range of top employers such as Deaconess Health System, Toyota Motor Manufacturing Indiana, and the University of Southern Indiana. Major highways and streets within the county include the Lloyd Expressway, Interstate 69, and US Route 41, providing easy access to neighboring cities and states. Vanderburgh County is home to a variety of neighborhoods, each with its own unique charm and character. From the trendy Haynie's Corner Arts District to the family-friendly neighborhoods of Newburgh and Darmstadt, there is a neighborhood to suit every lifestyle.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Vanderburgh County, IN could benefit from a financial advisor in several ways. Firstly, the county has a high poverty rate of 16.6%, which is higher than the state average. A financial advisor could help residents develop a budget, prioritize expenses, and create a savings plan to improve their financial situation. Additionally, Vanderburgh County has a strong manufacturing industry, and a financial advisor could assist individuals with investing in stocks or mutual funds related to the industry. A financial advisor could also provide guidance on retirement planning, as the county has a growing population of retirees. Overall, a financial advisor could help residents of Vanderburgh County, IN achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Vanderburgh County, IN can greatly benefit from the services of an insurance broker. With the county's population of over 180,000 people, it can be overwhelming to navigate the complex world of insurance on your own. An insurance broker can help residents find the best coverage for their specific needs, whether it be for health, auto, or home insurance. For example, Vanderburgh County is prone to severe weather conditions such as tornadoes and floods. An insurance broker can help residents in the county find comprehensive insurance coverage that protects them from these natural disasters. Additionally, an insurance broker can help residents save money by finding the most affordable insurance options available. With the help of an insurance broker, residents of Vanderburgh County can have peace of mind knowing they are properly protected.

Retirement Planning

Residents of Vanderburgh County, IN could greatly benefit from the services of a retirement planner. Retirement planners can help individuals in the county plan for their future by creating personalized financial plans that take into account their unique circumstances and goals. This can include creating a budget, developing a retirement savings plan, and helping individuals navigate the complex world of Social Security and Medicare. Additionally, given the high rate of poverty in Vanderburgh County, retirement planners can help individuals maximize their retirement income and ensure they have enough money to cover their expenses throughout their retirement years. With the help of a retirement planner, residents of Vanderburgh County can have peace of mind knowing that they are prepared for their financial future.

Wealth Management

Residents of Vanderburgh County, IN can benefit from the expertise of a wealth manager in a number of ways. Firstly, a wealth manager can help them to create a personalized financial plan that takes into account their specific goals and circumstances. This is particularly important in Vanderburgh County, where the cost of living is relatively high compared to other areas of Indiana. A wealth manager can help residents to optimize their investments and savings, and ensure that they are making the most of their money. Additionally, a wealth manager can provide advice on tax planning, estate planning, and retirement planning, which are all crucial areas of financial management that can be complex and overwhelming for many individuals. By working with a wealth manager, residents of Vanderburgh County can feel confident that they are making informed decisions about their finances and securing their financial future.

Mortgage Loan Officer

Residents of Vanderburgh County, IN can benefit greatly from the services of a mortgage loan officer. These professionals can assist with the process of obtaining a mortgage loan for a new home, refinancing an existing mortgage, or securing a home equity loan. They can also provide guidance on the various types of mortgage loans available, such as fixed-rate or adjustable-rate mortgages. In Vanderburgh County, where the median home value is $128,900, a mortgage loan officer can help residents navigate the local housing market and find the best loan options for their budget and financial goals. Additionally, they can provide valuable advice on the homebuying process, including tips on improving credit scores and preparing for a down payment.

Tax Services

Residents of Vanderburgh County, IN can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can assist residents is by helping them navigate the complex tax laws and regulations specific to Indiana. For example, Vanderburgh County has a local income tax rate of 1.25%, which can be confusing for taxpayers who are not familiar with the area. A tax advisor can provide guidance on how to properly file taxes and take advantage of any deductions or credits that may be available. Additionally, a tax advisor can help residents plan for their financial future by offering advice on investments, retirement planning, and estate planning. Overall, a tax advisor can provide valuable assistance to residents of Vanderburgh County, IN in navigating the often confusing world of taxes and finances.

Estate Planning Lawyer

Residents of Vanderburgh County, IN can benefit from the services of an estate planning lawyer in numerous ways. For instance, an estate planning lawyer can help residents create a comprehensive plan to distribute their property and assets after they pass away. This is particularly important in Vanderburgh County, where the population is aging rapidly and many residents own valuable property. Additionally, an estate planning lawyer can help residents create a plan for managing their assets if they become incapacitated due to illness or injury. This is especially important in Vanderburgh County, where the cost of long-term care can be high. Finally, an estate planning lawyer can help residents minimize the tax burden on their heirs and ensure that their wishes are carried out after they pass away. Overall, an estate planning lawyer can provide invaluable assistance to residents of Vanderburgh County, IN who want to protect their assets and ensure that their loved ones are taken care of after they are gone.

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