Wealth Management in West Lafayette, IN

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List of Firms

West Lafayette, IN Wealth Management Firms

Raymond James & Associates
SEC File# 801-10418
CRD# 705
5 out of 5
Location 201 Main St #605, Lafayette, IN 47901, USA
Phone (765) 420-7246
Language http://www.raymondjames.com/
Directions
McLaughlin Asset Management, Inc.
Location 323 Columbia St Suite 102, Lafayette, IN 47901, USA
Phone (765) 463-1419
Language http://www.maminvesting.com/
Directions
Douglas Amick - Raymond James
Location 201 Main St Ste 605, Lafayette, IN 47901, USA
Phone (765) 607-6902
Language https://www.raymondjames.com/douglasamick
Directions
Oak Partners, Inc.
Location 635 S Earl Ave suite c, Lafayette, IN 47904, USA
Phone (765) 464-6054
Language http://www.oakpartners.com/
Directions
Thrivent Financial
Location 25 Executive Dr suite h, Lafayette, IN 47905, USA
Phone (765) 449-8888
Language https://www.thrivent.com/
Directions
Financial education services
Location 2475 U.S, Sagamore Pkwy W, West Lafayette, IN 47906, USA
Phone (765) 772-5785
Directions
Allegiance Wealth Management Group
Location 250 Main St, Lafayette, IN 47901, USA
Phone (765) 250-3166
Directions
Kennedy Wealth Group
Location 925 Mezzanine Dr suite a, Lafayette, IN 47905, USA
Phone (765) 637-9880
Language http://www.kennedywealthgroup.com/
Directions
Lafayette Wealth Management Group - David Sharp
Location 133 N 4th St #501, Lafayette, IN 47901, USA
Phone (765) 404-6563
Language http://www.lafayettewealthmanagementgroup.com/contact
Directions
Northwestern Mutual
5 out of 5
Location 3530 State Rd 26 E, Ste H, Lafayette, IN 47905, USA
Phone (765) 427-0689
Language https://www.northwesternmutual.com/financial-professional-locator?address=3530%20State%20Rd%2026%20E,47905?utm_source=google&utm_medium=mybusiness&utm_campaign=lo3
Directions
Gold Sail Capital LLC
5 out of 5
Location 216 N 4th St, Lafayette, IN 47901, USA
Phone (765) 237-9147
Language http://www.goldsailcapital.com/
Directions
Driggs & Associates
Location 3861 South St Q, Lafayette, IN 47905, USA
Phone (765) 447-7526
Directions
BK Management
4 out of 5
Location 928 Robinson St, West Lafayette, IN 47906, USA
Phone (765) 637-0208
Language http://www.bkmgmt.com/
Directions
Jim R Schrader - Morgan Stanley
Location 415 Columbia St Ste 3100, Lafayette, IN 47901, USA
Phone (765) 420-8401
Language https://advisor.morganstanley.com/jim.r.schrader?y_source=1_MTEwODI1MzMtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Stifel
5 out of 5
Location 250 Main St #530, Lafayette, IN 47901, USA
Phone (765) 423-5621
Language http://pathwayadvisorygroup.com/
Directions
Market Street Wealth Management Advisors, LLC
SEC File# 801-62577
CRD# 122212
Location 120 S Green St, Crawfordsville, IN 47933, USA
Phone (317) 552-0505
Language https://marketstreetwealthadvisors.com/
Directions
Klemme Financial Services
Location 1185 Sagamore Pkwy W # 6, West Lafayette, IN 47906, USA
Phone (765) 807-6390
Directions
Bison Financial Group
2 out of 5
Location 839 Main St, Lafayette, IN 47901, USA
Phone (765) 742-8300
Directions
Jennifer Sterrett - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 136 N 3rd St, Lafayette, IN 47901, USA
Phone (765) 742-8770
Language https://www.ameripriseadvisors.com/jennifer.l.sterrett/?cid=IP_local_google
Directions
Wealth Management in West Lafayette, IN

Where Wealth Management Advisors in West Lafayette, IN Serve

West Lafayette, IN is a bustling city that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the towering Purdue Memorial Union to the historic John Purdue statue, the city is home to a wide range of iconic landmarks that attract visitors from all over the world. Additionally, the city is home to several top employers, including Purdue University, Cook Biotech, and Wabash National, which provide ample job opportunities for residents. Major highways and streets, such as I-65 and Sagamore Parkway, make it easy to navigate the city and surrounding areas. Finally, neighborhoods like Chauncey Hill and New Chauncey offer a diverse range of housing options for residents, from cozy bungalows to sprawling estates. Overall, West Lafayette, IN is a dynamic city that offers something for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of West Lafayette, IN can benefit from a bank in several ways. Firstly, a bank can offer financial assistance to students attending Purdue University, which is located in West Lafayette. This can include student loans, savings accounts, and credit cards with low-interest rates. Additionally, a bank can provide small business loans to entrepreneurs looking to start a business in the city. West Lafayette has a thriving downtown area with several unique shops and restaurants, and a bank can help these small businesses grow and expand. Furthermore, a bank can offer financial education and resources to residents, helping them to better manage their finances and plan for their future. With the support of a bank, residents of West Lafayette can achieve their financial goals and contribute to the continued growth and prosperity of the city.

Insurance Broker

Residents of West Lafayette, IN can benefit from the services of an insurance broker in a variety of ways. Firstly, an insurance broker can help residents navigate the complex and ever-changing insurance landscape, ensuring that they have the coverage they need at a price they can afford. Additionally, an insurance broker can provide personalized advice and guidance on the best insurance options for specific needs, such as flood insurance for those living near the Wabash River. With the unpredictable weather patterns in West Lafayette, IN, having the right insurance coverage is crucial to protect against potential damage and loss. Finally, an insurance broker can help residents save time and hassle by handling the often tedious and confusing process of filing insurance claims and negotiating with insurance companies. Overall, an insurance broker can be an invaluable resource for residents of West Lafayette, IN looking to protect themselves and their assets against unforeseen events.

Retirement Planning

Residents of West Lafayette, IN could greatly benefit from the services of a retirement planner. With the city being home to Purdue University, many residents are likely employed by the university or have ties to it. A retirement planner could help these individuals navigate the complexities of Purdue's retirement plans and ensure they are making the most of their benefits. Additionally, West Lafayette has a growing population of retirees, and a retirement planner could help these individuals create a comprehensive plan for their retirement years. This could include everything from managing investments and creating a budget to planning for long-term care and estate planning. With the unique needs of West Lafayette residents in mind, a retirement planner could provide invaluable guidance and support to those looking to secure their financial future.

Financial Advisor

Residents of West Lafayette, IN can benefit greatly from the services of a financial advisor. Specifically, with the city being home to Purdue University, many residents are affiliated with the university either as faculty, staff, or students. A financial advisor can help these individuals navigate the complexities of retirement planning, student loan repayment, and investment strategies. Additionally, with the city's growing technology sector, many residents may have stock options or other equity-based compensation that require specialized knowledge to manage effectively. A financial advisor can provide guidance on how to maximize these benefits while minimizing tax implications. Furthermore, with the city's proximity to Indianapolis and Chicago, many residents may have unique estate planning needs that require the expertise of a financial advisor. Overall, a financial advisor can provide invaluable support and guidance to residents of West Lafayette, IN as they navigate the complexities of their financial lives.

Mortgage Loan Officer

Residents of West Lafayette, IN would benefit from the expertise of a mortgage loan officer in several ways. For instance, the loan officer could help them navigate the complex process of obtaining a mortgage loan, which can be especially challenging in a city with a large student population. Furthermore, the loan officer could provide guidance on the various types of loans available and help residents choose the best option for their unique financial situation. Additionally, the loan officer could offer advice on the local housing market, which can be highly competitive and fast-paced in West Lafayette. With their knowledge and experience, a mortgage loan officer could be an invaluable resource for residents looking to purchase a home in this vibrant and dynamic city.

Tax Services

Residents of West Lafayette, IN can benefit from the services of a tax advisor in numerous ways. Firstly, with the city being home to Purdue University, a tax advisor can provide guidance on how to navigate the complexities of tax laws pertaining to education expenses and student loans. Additionally, with the city being a hub for research and development, a tax advisor can assist in maximizing tax benefits for businesses and individuals involved in research and innovation. Furthermore, with the city experiencing rapid growth and development, a tax advisor can provide valuable insights on tax implications for real estate investments and property ownership. In short, a tax advisor can help residents of West Lafayette, IN navigate the intricacies of tax laws and regulations, ensuring compliance and maximizing tax benefits.

Estate Planning Lawyer

Residents of West Lafayette, IN can benefit from the services of an estate planning lawyer in a multitude of ways. One of the most common ways an estate planning lawyer can help residents is by creating a comprehensive estate plan that includes a will, trust, and power of attorney. This is particularly important in West Lafayette, IN, where many residents are affiliated with Purdue University and may have unique assets, such as intellectual property, that require special attention in their estate plan. Additionally, an estate planning lawyer can assist residents with minimizing estate taxes, protecting their assets from creditors, and ensuring their wishes are carried out after they pass away. With the help of an estate planning lawyer, residents of West Lafayette, IN can have peace of mind knowing that their assets and loved ones are protected in the event of their death or incapacity.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in West Lafayette, IN can provide a plethora of wealth management services to their clients. From investment management to retirement planning, estate planning to tax planning, a wealth manager can help their clients navigate the complex financial landscape. With Purdue University located in West Lafayette, a wealth manager in this area can also provide specialized services to university faculty and staff, such as assistance with their retirement plans and investment options. Additionally, with the rise of technology startups in the area, a wealth manager can help entrepreneurs with financial planning and investment strategies to help them grow and succeed in their ventures. The wealth manager can also provide guidance on philanthropic giving, as the community in West Lafayette is known for its generosity and support of local charities and non-profit organizations. Overall, a wealth manager in West Lafayette, IN can provide tailored and comprehensive financial services to meet the unique needs of their clients in this vibrant and diverse community.

West Lafayette, IN is undoubtedly the best place to get a wealth manager. The city boasts of a thriving economy, with several high-paying jobs and a low cost of living, making it an ideal location for wealth management. Its proximity to Purdue University, one of the top research institutions in the world, has also attracted a pool of highly skilled and knowledgeable professionals, including wealth managers. The city's diverse and vibrant community provides a unique perspective on wealth management, enabling wealth managers to tailor their services to meet the needs of clients from different backgrounds. Furthermore, West Lafayette's commitment to innovation and technology has led to the development of cutting-edge tools and strategies that wealth managers use to help clients achieve their financial goals. In conclusion, West Lafayette, IN, is the perfect destination for anyone seeking the services of a wealth manager.