Wealth Management in Merrillville, IN

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List of Firms

Merrillville, IN Wealth Management Firms

Charles Schwab
SEC File# 801-35905
CRD# 106753
Location 2507 Southlake Mall, Merrillville, IN 46410, USA
Phone (219) 306-4228
SDM Investments
Location 6111 Harrison St #200, Merrillville, IN 46410, USA
Phone (888) 988-0858
Gehrig Capital Management,Inc
5 out of 5
Location 8001 Broadway Suite 200, Merrillville, IN 46410, USA
Phone (219) 663-8005
MidCoast Wealth Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 300 E 90th Dr, Merrillville, IN 46410, USA
Phone (219) 736-8677
Wealth Planning Group LLC
Location 8105 Georgia St # C, Merrillville, IN 46410, USA
Phone (219) 472-2670
Laszlo Rigsby Advisory
4 out of 5
Location 200 E 80th Pl Suite 200, Merrillville, IN 46410, USA
Phone (219) 961-2526
Stath Financial Services Inc
Location 8080 Utah St suite b, Merrillville, IN 46410, USA
Phone (219) 769-6199
Airey Financial Group
5 out of 5
Location 200 W 84th Dr Suite B, Merrillville, IN 46410, USA
Phone (219) 650-4050
John Zandstra - Financial Advisor, Ameriprise Financial Services, LLC
Location 300 E 90th Dr, Merrillville, IN 46410, USA
Phone (219) 736-8677
Retire Source Wealth Management
Location 2845 45th St, Highland, IN 46322, USA
Phone (219) 924-5255
Horizon Financial Management
4 out of 5
Location 9980 Georgia St, Crown Point, IN 46307, USA
Phone (877) 794-1003
Sikorski Wealth Management Group
5 out of 5
Location 203 E Jefferson St, Valparaiso, IN 46383, USA
Phone (219) 548-7373
Universal Wealth Management
Location 19460 Glenwood Rd, Chicago Heights, IL 60411, USA
Phone (708) 755-7225
Hightower Great Lakes
Location 15 N Franklin St Suite 100, Valparaiso, IN 46383, USA
Phone (219) 531-4941
William Maar - Thrivent
Location 331 806 N, Valparaiso, IN 46385, USA
Phone (219) 763-2244
Wealth Management in Merrillville, IN

Where Wealth Management Advisors in Merrillville, IN Serve

Merrillville is a town located in northwest Indiana, United States. The population was 30,734 at the 2010 census. Merrillville is home to several major highways and streets, including US Highway 30 and Indiana State Road 55. The town is also home to several notable landmarks, including the Deep River Waterpark and the Star Plaza Theatre. Some of the town's largest employers include Walmart, CVS Pharmacy, and the United States Postal Service. Merrillville's neighborhoods include Chestnut Knolls, Cline Woods, Forest Ridge, and Whispering Oaks.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Merrillville banks offer a variety of services to their customers. Some of these services include checking and savings accounts, loans, mortgages, and credit cards. Banks also offer other financial products and services such as certificates of deposit, money market accounts, and insurance products.

Retirement Planning

Merrillville, IN is a great place to retire. There are many retirement planning options available in Merrillville, and the city offers a wealth of activities and amenities for retirees. The cost of living in Merrillville is also very reasonable, making it an affordable place to retire. In addition, the city has a strong community spirit, with plenty of social activities available for retirees who want to stay active and engaged in their golden years.

Tax Services

A tax accountant in Merrillville, IN is responsible for preparing and filing tax returns for individuals and businesses. They must stay up-to-date on changes to the tax code, and may also offer advice on how to reduce one's tax liability. Many tax accountants also offer other services such as bookkeeping and financial planning.

Financial Advisor

A financial advisor in Merrillville, IN helps people save money and plan for their future. They can help you create a budget, invest your money, and figure out the best way to pay off your debts. If you're looking for help getting your finances under control, a financial advisor is a great resource.

Insurance Broker

An insurance broker in Merrillville, IN helps individuals and businesses find the best insurance policies for their needs. They work with a variety of carriers to find the best rates and coverage for their clients. Insurance brokers are licensed professionals who have years of experience in the industry. They can help you compare rates and coverage from different insurers, and they can also help you file claims if needed.

Mortgage Loan Officer

A mortgage loan officer in Merrillville, IN helps people get mortgages. They work with people to find the best mortgage for them, and help them through the process of getting a mortgage. They also work with banks and other lenders to get people the best rates on mortgages.

Estate Planning Lawyer

An estate planning lawyer in Merrillville, IN helps you to create a will and other legal documents that dictate how your assets will be distributed after you die. They can also help you to set up trusts and designate guardians for your children in the event something happens to you. In addition, an estate planning lawyer can help you to plan for tax implications of inheritance, and they can advise you on how best to manage your money and property during your lifetime.


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