Wealth Management in Tippecanoe County, IN

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Tippecanoe County, IN Wealth Management Firms

Clarify Wealth Management
SEC File# 801-108586
CRD# 172355
5 out of 5
Location 2925 Union St, Lafayette, IN 47904, USA
Phone (765) 447-1133
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
BlueSafe Financial LLC
5 out of 5
Location 100 Saw Mill Rd Suite 2300, Lafayette, IN 47905, USA
Phone (765) 607-4700
Amanda Barthelemy - TIAA Wealth Management Advisor
Location 1330 Win Hentschel Blvd Suite 225, West Lafayette, IN 47906, USA
Phone (866) 842-3516
Merrill Lynch Wealth Management
4 out of 5
Location 250 Main St Suite 460, Lafayette, IN 47901, USA
Phone (765) 423-2489
Elements Wealth Management
5 out of 5
Location 1527 Kossuth St, Lafayette, IN 47905, USA
Phone (765) 447-0000
BBK Wealth Management
5 out of 5
Location 300 Main St Suite #412, Lafayette, IN 47901, USA
Phone (317) 499-1696
Gettings Reed Financial Services
Location 672 Main St #300, Lafayette, IN 47901, USA
Phone (765) 742-7366
Wealth Management in Tippecanoe County, IN

Where Wealth Management Advisors in Tippecanoe County, IN Serve

Tippecanoe County is located in the north-central part of Indiana. The county has a population of about 200,000 people and contains the cities of Lafayette and West Lafayette. Some of the county's major landmarks include Purdue University, the Tippecanoe Battlefield, and Prophetstown State Park. The top employers in the county are Purdue University, Franciscan Health Lafayette, and Walmart. Major highways and streets in the area include I-65 and US-231. The neighborhoods in Tippecanoe County include Columbian Park, Battle Ground, and Stockwell.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Tippecanoe County, IN offer a variety of services to their customers. These services include, but are not limited to, checking and savings accounts, loans, mortgages, and credit cards. In addition to these products and services, banks also offer a variety of electronic banking options for their customers. This includes online banking, mobile banking, and telephone banking.

Retirement Planning

Tippecanoe County, IN is a great place to retire. The cost of living is low, the weather is mild, and there are plenty of things to do in the area. There are also plenty of retirement planning resources available in Tippecanoe County, including financial planners and investment advisors. If you're nearing retirement age or already retired, it's a good idea to consult with one of these professionals to make sure your money lasts as long as you do.

Tax Services

A tax accountant in Tippecanoe County, IN is responsible for preparing and filing tax returns for individuals and businesses. They also provide advice on how to minimize taxes and comply with tax laws. Tax accountants may work for accounting firms or be self-employed.

Financial Advisor

A financial advisor in Tippecanoe County, IN helps people save money and invest their money wisely. They can help you plan for your future and make sure you are on track to reach your financial goals. They can also provide advice on retirement planning, estate planning, and tax planning. If you need help getting your finances in order, a financial advisor in Tippecanoe County, IN is a great resource.

Insurance Broker

An insurance broker in Tippecanoe County, IN helps people find the best insurance policies for their needs. They work with a variety of different insurance companies to find the best rates and coverage for their clients. They also help people file claims and navigate the complex world of insurance paperwork.

Mortgage Loan Officer

A mortgage loan officer in Tippecanoe County, IN is responsible for helping people obtain mortgages. They work with borrowers to find the best mortgage products available, and help them through the application process. Mortgage loan officers also work with lenders to get the best rates for their clients.

Estate Planning Lawyer

An estate planning lawyer in Tippecanoe County, 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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