Wealth Management in Clinton County, IN

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List of Firms

Clinton County, IN Wealth Management Firms

First Wealth Financial Group
SEC File# 801-71457
CRD# 153184
5 out of 5
Location 1210 19th Ave NW, Clinton, IA 52732, USA
Phone (563) 242-1885
Cook & Company CPAs + Wealth Management, LLC
4 out of 5
Location 1112 E Ohio St, Clinton, MO 64735, USA
Phone (660) 885-6195
NelsonCorp Wealth Management
SEC File# 801-63930
CRD# 134139
5 out of 5
Location 880 13th Ave N, Clinton, IA 52732, USA
Phone (563) 242-9042
Wealth Enhancement Group
SEC File# 801-60749
CRD# 116407
5 out of 5
Location 308A Ogden Ave, Clinton, WI 53525, USA
Phone (608) 676-2236
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: 7:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
First Financial Bank
3 out of 5
Location 358 W Main St, Rossville, IN 46065, USA
Phone (765) 379-4100
Clinton L Williams - Morgan Stanley
Location 7733 Forsyth Blvd Ste 2100, Clayton, MO 63105, USA
Phone (314) 889-4895
Hayden Consulting, LLC
Location 59 S Hoke Ave, Frankfort, IN 46041, USA
Phone (317) 809-8920
NelsonCorp Tax Solutions
1 out of 5
Location 880 13th Ave N, Clinton, IA 52732, USA
Phone (563) 243-4350
Merrill Lynch Wealth Management
Location 45000 River Ridge Dr 1st Floor, Suite 120, Clinton Twp, MI 48038, USA
Phone (586) 226-5969
Wealth Management in Clinton County, IN

Where Wealth Management Advisors in Clinton County, IN Serve

Clinton County, IN is a vibrant and thriving community located in central Indiana. The county is home to a number of notable landmarks, including the Frankfort Community Public Library, the Clinton County Courthouse, and the TPA Park. These iconic structures serve as symbols of the county's rich history and cultural heritage. In terms of top employers, Clinton County is home to a diverse range of businesses and industries. Some of the largest employers in the area include Frito-Lay, St. Vincent Hospital, and the Frankfort Community School Corporation. These companies provide a wide range of job opportunities for local residents and contribute significantly to the county's economic growth and development. When it comes to transportation, Clinton County is well-connected to the rest of the state and beyond. Major highways such as I-65 and US-421 run through the county, providing easy access to nearby cities like Indianapolis and Lafayette.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Clinton County, IN could be helped by a bank in numerous ways. Firstly, a bank could provide financial assistance to small businesses in the county, which would help to boost the local economy. Additionally, a bank could offer mortgage loans to residents who are looking to purchase a home in the area. This would be particularly beneficial given that Clinton County has a relatively low cost of living compared to other parts of the state, making it an attractive place to live. Furthermore, a bank could provide educational resources to help residents better manage their finances and plan for the future. For example, they could offer workshops on topics such as budgeting, saving for retirement, and investing. Overall, a bank could play a vital role in supporting the financial well-being of the residents of Clinton County, IN.

Insurance Broker

Residents of Clinton County, IN could greatly benefit from the services of an insurance broker. With the county being predominantly rural, many residents rely on agriculture as their primary source of income. An insurance broker could help these farmers by providing them with specialized crop insurance policies that protect their livelihoods in the event of natural disasters or other unforeseen circumstances. Additionally, with the county being home to several small businesses, an insurance broker could assist these entrepreneurs in finding the right coverage for their unique needs, such as liability insurance or workers' compensation. The complexities of the insurance industry can be overwhelming for individuals, but an insurance broker can provide expert guidance and support to ensure that residents of Clinton County have the protection they need.

Retirement Planning

Residents of Clinton County, IN can greatly benefit from the expertise of a retirement planner. With its population of over 32,000 people, the county is home to a diverse group of individuals who have unique financial needs and goals. A retirement planner can help residents navigate the complex world of retirement planning, offering guidance on everything from investment strategies to estate planning. For example, Clinton County is home to a significant number of farmers who may need specialized advice on how to manage their finances in retirement. A retirement planner can provide tailored solutions to these individuals, taking into account the unique challenges and opportunities that come with farming. Additionally, a retirement planner can help residents who work in the manufacturing industry, which is a major employer in the county. These individuals may have access to 401(k) plans and other retirement benefits through their employer, and a retirement planner can help them make the most of these resources.

Financial Advisor

Residents of Clinton County, IN can benefit from the services of a financial advisor in various ways. The county's economy is predominantly driven by agriculture, with corn and soybeans being the primary crops. A financial advisor could assist farmers in managing their finances by providing guidance on budgeting, investment opportunities, and risk management strategies. Furthermore, the county has a diverse population, with a significant proportion being retirees. A financial advisor could help retirees plan for their retirement by creating a comprehensive financial plan that includes investment strategies, insurance coverage, and estate planning. Additionally, the county has a growing number of small businesses that could benefit from the expertise of a financial advisor in areas such as cash flow management, tax planning, and business expansion. Overall, a financial advisor could provide valuable assistance to residents of Clinton County, IN in navigating the complexities of financial planning and management.

Mortgage Loan Officer

Residents of Clinton County, IN can greatly benefit from the services of a mortgage loan officer. With the county's population steadily growing, the demand for affordable housing options has increased. A mortgage loan officer can assist residents in finding the right mortgage product that fits their unique financial situation. This includes helping them navigate the complex process of obtaining a mortgage, explaining the various terms and conditions, and providing guidance on how to improve their credit score. Additionally, a mortgage loan officer can help residents take advantage of any local programs or incentives that may be available to them, such as the Clinton County Homeownership Program, which provides down payment assistance to eligible homebuyers. With the help of a knowledgeable mortgage loan officer, residents of Clinton County can achieve their dream of homeownership and build a brighter future for themselves and their families.

Tax Services

Residents of Clinton County, IN can benefit greatly from the expertise of a tax advisor in navigating the complex world of tax laws and regulations. With the county's strong agricultural industry, tax advisors can assist farmers in taking advantage of tax incentives, such as deductions for equipment purchases and land improvements. Additionally, tax advisors can help small business owners in Clinton County save money by identifying deductions and credits they may be eligible for. For individuals, a tax advisor can provide guidance on maximizing deductions for charitable donations, medical expenses, and education expenses. With the ever-changing tax laws and regulations, it's important for residents of Clinton County to seek the advice of a knowledgeable tax advisor to ensure they are in compliance and taking full advantage of available tax benefits.

Estate Planning Lawyer

Residents of Clinton County, IN can benefit from the expertise of an estate planning lawyer in various ways. One of the most common ways that an estate planning lawyer can help is by creating a comprehensive estate plan that addresses the specific needs and circumstances of the client. This includes drafting wills, trusts, and other legal documents that ensure the client's assets are distributed according to their wishes. In Clinton County, IN, where the population is predominantly rural, an estate planning lawyer can also assist with succession planning for family-owned farms and businesses. Additionally, an estate planning lawyer can help clients navigate the complex tax laws and regulations that apply to estate planning, ensuring that they can minimize their tax liability and maximize the value of their assets for their heirs. Overall, an estate planning lawyer can provide invaluable guidance and support to residents of Clinton County, IN as they plan for the future and protect their assets for future generations.


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