Wealth Management in Allen County, IN

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List of Firms

Allen County, IN Wealth Management Firms

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Miller & Christian Asset Management Corp.
Location 229 W Berry St #210, Fort Wayne, IN 46802, USA
Phone (260) 422-5686
Directions
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Edward Jones - Financial Advisor: Davyd J Jones, AAMS™
Location 110 W Berry St # 2010, Fort Wayne, IN 46802, USA
Phone (260) 436-2656
Directions
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Capital Property Management LLC
4 out of 5
Location 116 E Berry St #1800, Fort Wayne, IN 46802, USA
Phone (260) 422-1455
Directions
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Foxworthy Wealth Advisors
5 out of 5
Location 7230 Engle Rd Suite 212, Fort Wayne, IN 46804, USA
Phone (260) 489-0303
Directions
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Beachy Wealth Management LLC
5 out of 5
Location 3484 Stellhorn Rd, Fort Wayne, IN 46815, USA
Phone (260) 246-5450
Directions
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PNC Private Bank
Location 110 W Berry St, Fort Wayne, IN 46802, USA
Phone (260) 461-7179
Directions
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Sperry Van Ness / Parke Group
3 out of 5
Location 110 W Berry St #2100, Fort Wayne, IN 46802, USA
Phone (260) 489-8500
Directions
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Diem Wealth Management
Location 7030 Pointe Inverness Way, Fort Wayne, IN 46804, USA
Phone (260) 918-8800
Directions
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DMA - DuCharme, McMillen & Associates, Inc.
5 out of 5
Location 828 S Harrison St Suite 650, Fort Wayne, IN 46802, USA
Phone (800) 309-2110
Directions
Wealth Management in Allen County, IN

Where Wealth Management Advisors in Allen County, IN Serve

Allen County, IN is a bustling hub of activity, featuring a plethora of landmarks, top employers, major highways and streets, and neighborhoods that make it a vibrant place to live, work, and play. From the iconic Fort Wayne Children's Zoo to the historic Embassy Theatre, there is no shortage of sights to see and things to do in this dynamic county. Some of the top employers in Allen County include Parkview Health, Fort Wayne Community Schools, and General Motors, providing ample opportunities for career growth and development. Meanwhile, major highways and streets such as I-69, US-30, and Lima Road make it easy to get around and explore all that the county has to offer. From the charming neighborhoods of West Central and Lakeside to the bustling downtown district, Allen County boasts a diverse and eclectic range of communities that cater to all types of lifestyles and preferences.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Allen County, IN can benefit from a bank in a multitude of ways. For instance, a bank can provide them with easy access to financing options for their businesses or personal needs. Moreover, banks in Allen County, IN offer various financial services, including checking and savings accounts, credit cards, and loans, which can help residents in managing their finances. Additionally, banks in the county provide online banking services, which enable residents to access their accounts securely and conveniently from anywhere. Furthermore, Allen County, IN is home to several non-profit organizations, and banks can assist these organizations in managing their finances and maximizing their funds' impact. Overall, having a bank in Allen County, IN can provide residents with a range of financial services that can help them achieve their financial goals and enhance their financial well-being.

Insurance Broker

Residents of Allen County, IN can benefit greatly from the services of an insurance broker. With the county being home to several large employers, including healthcare and manufacturing companies, an insurance broker can help individuals navigate the complex world of employer-sponsored health insurance plans. Additionally, Allen County is known for its severe weather conditions, such as tornadoes and heavy snowfall, which can cause damage to homes and property. An insurance broker can assist residents in finding the right homeowners insurance policy to protect their assets. Furthermore, with the county's growing population, an insurance broker can help individuals find affordable auto insurance coverage, which is required by law in Indiana. Overall, an insurance broker can be a valuable resource for residents of Allen County, IN, providing them with the expertise and guidance needed to make informed decisions about their insurance needs.

Retirement Planning

Residents of Allen County, IN can benefit from the services of a retirement planner in a multitude of ways. Specifically, with a population of over 375,000 people, the county is home to a diverse range of individuals with varying financial goals and needs. A retirement planner can assist residents in creating a personalized plan to save for retirement, taking into account factors such as social security benefits, pensions, and investment options. Additionally, with the county's median household income of $55,000, a retirement planner can help individuals navigate the complexities of tax planning and ensure they are taking advantage of all available tax breaks. Furthermore, with the county's proximity to Fort Wayne, a retirement planner can help residents take advantage of the city's many cultural and recreational opportunities, while still maintaining a financially secure retirement. Overall, a retirement planner can provide invaluable assistance to Allen County residents as they plan for their future.

Financial Advisor

Residents of Allen County, IN could benefit from the expertise of a financial advisor in a multitude of ways. One specific aspect unique to Allen County is the abundance of manufacturing and healthcare industries, which can result in a higher demand for financial planning services related to retirement and insurance. A financial advisor could assist individuals in creating a comprehensive retirement plan, including strategies for maximizing Social Security benefits and managing investment portfolios. Additionally, with the rising cost of healthcare, a financial advisor could help residents navigate the complexities of healthcare insurance and plan for potential long-term care needs. Furthermore, a financial advisor could provide guidance on tax planning and estate planning, ensuring that individuals are taking advantage of all available tax breaks and have a solid plan in place for the transfer of assets to their heirs. Overall, a financial advisor can provide invaluable assistance to residents of Allen County, IN in achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of Allen County, IN would greatly benefit from the services of a mortgage loan officer. With the county's growing population and diverse housing market, navigating the home buying process can be overwhelming. A mortgage loan officer can provide expert guidance on the various loan options available and help residents find the best fit for their unique financial situation. Additionally, with the county's strong agricultural industry, many residents may be interested in purchasing rural properties or farms. A mortgage loan officer can provide specialized knowledge on these types of loans and assist residents in securing the necessary financing. Furthermore, with the county's proximity to Fort Wayne and its thriving job market, many residents may be looking to purchase their first home or upgrade to a larger property. A mortgage loan officer can provide valuable insight into the current housing market and help residents make informed decisions about their home purchase. Overall, the expertise and guidance of a mortgage loan officer can make the home buying process smoother and less stressful for residents of Allen County, IN.

Tax Services

Residents of Allen County, IN can benefit greatly from the expertise of a tax advisor. With the county's diverse economy, which includes manufacturing, healthcare, and agriculture industries, there are specific tax laws and regulations that apply to each sector. Additionally, Allen County residents may be eligible for certain tax credits and deductions based on their occupation or personal circumstances, such as owning a historic home in Fort Wayne. A tax advisor can also assist residents with tax planning and preparation, ensuring they are maximizing their deductions and minimizing their tax liability. Furthermore, with the recent changes to federal tax laws, a tax advisor can help residents navigate the complexities of the Tax Cuts and Jobs Act and how it may impact their individual tax situation. Overall, a tax advisor can provide invaluable guidance and support to Allen County residents as they navigate the intricacies of the tax system.

Estate Planning Lawyer

Residents of Allen County, IN can benefit from the services of an estate planning lawyer in various ways. For instance, an estate planning lawyer can help individuals create wills and trusts that protect their assets and ensure their wishes are carried out after their passing. Additionally, an estate planning lawyer can assist with the creation of power of attorney documents, which allow individuals to appoint someone to make medical and financial decisions on their behalf if they become incapacitated. In Allen County, IN, where the population is growing rapidly and the economy is thriving, an estate planning lawyer can also help individuals navigate complex tax laws and plan for the future of their businesses or estates. With the help of an estate planning lawyer, residents of Allen County, IN can feel confident that their assets and loved ones will be protected in the event of unforeseen circumstances.

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