Wealth Management in Anderson, IN

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List of Firms

Anderson, IN Wealth Management Firms

SEC File# 801-57434
CRD# 11025
5 out of 5
Location 1106 Meridian St Suite 101, Anderson, IN 46016, USA
Phone (765) 649-5581
SEC File# 801-10746
CRD# 793
5 out of 5
Location 800 Main St Suite 400, Anderson, IN 46016, USA
Phone (765) 649-2339
Merrill Lynch Wealth Management Advisor Bill Anderson
Location 10100 Innovation Drive, Miamisburg, OH 45342, USA
Phone (937) 847-4058
Thrivent Financial
SEC File# 801-60701
CRD# 115785
Location 3621 N Everbrook Ln #4, Muncie, IN 47304, USA
Phone (765) 212-2307
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: Closed Saturday: Closed Sunday: Closed
Old National Bank
4 out of 5
Location 219 S Scatterfield Rd, Anderson, IN 46012, USA
Phone (765) 609-6100
Winthrop Capital Management - Gregory J. Hahn, CFA
Location 20 91st St #200, Indianapolis, IN 46240, USA
Phone (317) 663-7510
Foothills Wealth Management
Location 510 Reed Rd, Anderson, SC 29621, USA
Phone (864) 224-6312
Wealth Management in Anderson, IN

Where Wealth Management Advisors in Anderson, IN Serve

Anderson, IN is a vibrant city in Madison County, Indiana, with a rich history and a plethora of landmarks to explore. One of the most notable landmarks is the Paramount Theatre, a stunning art deco-style theater that has been a fixture in the community since the 1920s. Another must-see is the Mounds State Park, home to ancient Native American earthworks and a variety of recreational activities. In terms of top employers, Anderson is home to several major companies, including Nestle, Remy International, and the Anderson University. These companies provide a diverse range of job opportunities and contribute significantly to the local economy. Anderson is conveniently located near several major highways, including I-69, US-31, and State Road 9, making it easy to get around the city and travel to other nearby destinations.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Anderson, IN can benefit from a bank in several ways. For instance, they can open checking and savings accounts to manage their finances and save money for future expenses. The bank can also provide loans to help residents purchase homes, cars, or start their own businesses. In addition, Anderson, IN is a city with a diverse population, including many low-income families and senior citizens. Therefore, a bank can offer financial education programs and resources to help these groups manage their money and plan for their future. Moreover, with the increasing prevalence of online banking, Anderson residents can access their accounts and manage their finances from the comfort of their own homes. Overall, a bank can provide valuable services to help residents of Anderson, IN achieve financial stability and security.

Insurance Broker

Residents of Anderson, IN can benefit greatly from the services of an insurance broker. With a population of over 55,000, Anderson is a bustling city with a diverse range of insurance needs. An insurance broker can help residents navigate the complex and often confusing world of insurance, offering expert advice and guidance on everything from auto and home insurance to health and life insurance. In particular, Anderson residents may benefit from an insurance broker's knowledge of the local market, including the unique risks and challenges faced by residents in this area. For example, Anderson is located in Tornado Alley, which means that residents may need specialized insurance coverage to protect their homes and property from severe weather events. An insurance broker can help residents find the right coverage at the right price, ensuring that they are protected against all of life's uncertainties.

Retirement Planning

Residents of Anderson, IN can greatly benefit from the services of a retirement planner. With the city's economy being heavily reliant on manufacturing, many residents may not have access to traditional pension plans, making it crucial for them to have a solid retirement plan in place. A retirement planner can help individuals navigate the complexities of retirement savings, such as determining the best investment options for their specific financial goals and risk tolerance. Additionally, the planner can assist with creating a budget and identifying potential sources of retirement income, such as Social Security and any available employer-sponsored plans. With the average life expectancy in Anderson being slightly lower than the national average, it's important for residents to have a plan that ensures they can enjoy their golden years comfortably and without financial stress.

Financial Advisor

Anderson, IN is a city that has experienced economic challenges in recent years. A financial advisor can assist residents in navigating these challenges by providing guidance on budgeting, debt management, and investment strategies. Specifically, a financial advisor can help residents in Anderson, IN understand the complexities of the local job market and how to best leverage their skills and experience to secure stable employment. Additionally, a financial advisor can provide advice on how to save for retirement, plan for unexpected expenses, and manage student loan debt. With the help of a financial advisor, residents of Anderson, IN can take control of their financial futures and achieve their long-term goals.

Mortgage Loan Officer

Residents of Anderson, IN can benefit significantly from the services of a mortgage loan officer. These professionals can assist residents in obtaining the necessary financing to purchase a home, refinance an existing mortgage, or consolidate debt. With the median home value in Anderson being $82,600, many residents may require a mortgage loan officer's expertise to navigate the complex process of securing a mortgage. Additionally, the loan officer can help residents understand the various loan options available to them, such as government-backed loans or conventional loans, and guide them through the application process. By working with a mortgage loan officer, residents of Anderson can achieve their dream of homeownership and secure their financial future.

Tax Services

Residents of Anderson, IN can benefit from the services of a tax advisor in a number of ways. One of the most common is by receiving guidance on the various tax laws and regulations that affect them. This is particularly important in Anderson, given the city's unique economic landscape. With a mix of manufacturing, healthcare, and education industries, residents may have complex tax situations that require expert advice. A tax advisor can help residents navigate these complexities and ensure they are taking advantage of all available deductions and credits. Additionally, a tax advisor can assist with tax planning, helping residents to minimize their tax liability and maximize their savings. This is especially important in Anderson, where the median household income is lower than the national average, and residents may need to be especially mindful of their finances. Overall, a tax advisor can be an invaluable resource for Anderson residents looking to optimize their financial situation and achieve their goals.

Estate Planning Lawyer

Residents of Anderson, IN could greatly benefit from the services of an estate planning lawyer in a number of ways. One of the most common ways is by ensuring that their assets are distributed according to their wishes after they pass away. This is especially important in Anderson, IN, where there is a large population of retirees who may have accumulated significant assets over the course of their lives. An estate planning lawyer can help these individuals create a will or trust that outlines how their assets should be divided among their beneficiaries, as well as provide guidance on how to minimize taxes and avoid probate. Additionally, an estate planning lawyer can assist with other important matters such as creating powers of attorney, establishing guardianships for minor children, and planning for long-term care. With the help of an experienced estate planning lawyer, residents of Anderson, IN can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of.


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