Best Financial Advisors in Elkhart, IN

We did the hard work of finding trustworthy partners in Elkhart, IN. Fill out the form to get connected.

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Elkhart, IN Fiduciary Financial Advisors

generic_business-71
Investment Planning Associates Inc
SEC File# 801-108454
CRD# 110047
Location 419 S Main St, Elkhart, IN 46516, USA
Phone (574) 522-0714
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: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Relevant Financial Advisors, LLC
Location 216 W High St, Elkhart, IN 46516, USA
Phone (574) 206-4454
Directions
generic_business-71
Royal Alliance Associates Inc
SEC File# 801-54859
CRD# 23131
5 out of 5
Location 501 W Bristol St, Elkhart, IN 46514, USA
Phone (574) 264-9617
Directions
generic_business-71
Lyle Fisel & Associates
Location 215 S 2nd St, Elkhart, IN 46516, USA
Phone (574) 294-2412
Directions
generic_business-71
Legacy Wealth Management Group of Raymond James
5 out of 5
Location 230 N Main St Ste 1, Elkhart, IN 46516, USA
Phone (574) 293-7585
Directions
generic_business-71
Guidance Wealth
SEC File# 801-71735
CRD# 154644
5 out of 5
Location 3140 Windsor Ct, Elkhart, IN 46514, USA
Phone (574) 333-2083
Directions
generic_business-71
Edward Jones
SEC File# 801-3297
CRD# 250
Location 5218 Beck Dr Suite 11, Elkhart, IN 46516, USA
Phone (574) 389-8616
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
Directions
generic_business-71
Edward Jones
SEC File# 801-3297
CRD# 250
Location 205 E Jackson Blvd #2, Elkhart, IN 46516, USA
Phone (574) 295-5604
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
Directions
generic_business-71
Edward Jones
SEC File# 801-3297
CRD# 250
Location 932 Parkway Ave C, Elkhart, IN 46516, USA
Phone (574) 522-3242
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
Directions
generic_business-71
Financial Partners, Inc
SEC File# 801-110092
CRD# 170002
Location 1801 E Bristol St, Elkhart, IN 46514, USA
Phone (574) 264-0621
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: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Legacy Capital Advisors
Location 200 Middleton Run Rd, Elkhart, IN 46516, USA
Phone (574) 206-0252
Directions
generic_business-71
Loucks & Weaver Financial Advisory Group
5 out of 5
Location 719 E Bristol St, Elkhart, IN 46514, USA
Phone (574) 264-0395
Directions
generic_business-71
Edward Jones
SEC File# 801-3297
CRD# 250
Location 232 Waterfall Dr Suite 232, Elkhart, IN 46516, USA
Phone (574) 327-2363
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
Directions
generic_business-71
United Capital Elkhart
Location 300 Nibco Pkwy #100, Elkhart, IN 46516, USA
Phone (574) 522-3738
Directions
generic_business-71
Edward Jones
SEC File# 801-3297
CRD# 250
Location 227 S Main St Suite 100, Elkhart, IN 46516, USA
Phone (574) 389-3524
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
Directions
generic_business-71
Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1514 E Bristol St Ste A, Elkhart, IN 46514, USA
Phone (574) 262-9205
Directions
generic_business-71
Edward Jones
SEC File# 801-3297
CRD# 250
Location 1416 Cassopolis St Suite A, Elkhart, IN 46514, USA
Phone (574) 264-5053
Directions
generic_business-71
Edward Jones
SEC File# 801-3297
CRD# 250
Location 3020 Windsor Ct Suite B, Elkhart, IN 46514, USA
Phone (574) 206-8500
Directions
generic_business-71
Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 512 S Main St, Elkhart, IN 46516, USA
Phone (574) 295-4616
Directions
generic_business-71
Edward Jones
SEC File# 801-3297
CRD# 250
Location 1515 S Nappanee St, Elkhart, IN 46516, USA
Phone (574) 522-5400
Directions
generic_business-71
Key Private Bank
Location 101 S Main St Fl 2nd, Elkhart, IN 46516, USA
Phone (800) 370-3568
Directions
generic_business-71
Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1759 E Bristol St, Elkhart, IN 46514, USA
Phone (574) 333-2320
Directions
Financial Advisors in Elkhart, IN

Where Certified Financial Advisors in Elkhart, IN Serve

Elkhart, IN is a vibrant city with a rich history and diverse culture. This bustling metropolis boasts a plethora of landmarks, including the iconic Lerner Theatre, the stunning Wellfield Botanic Gardens, and the historic Ruthmere Mansion. In terms of employment, Elkhart is home to several top employers, including Thor Industries, Forest River, and Lippert Components. The city is also conveniently located near several major highways, including the Indiana Toll Road and the US-20 Bypass. When it comes to neighborhoods, Elkhart offers a wide variety of options, from the charming and historic downtown area to the peaceful and picturesque Riverwalk neighborhood. Overall, Elkhart is a dynamic and exciting city that has something to offer everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Elkhart, IN could greatly benefit from the guidance of a financial advisor in a number of ways. One specific area where a financial advisor could be especially helpful is in navigating the local job market. As a city known for its manufacturing industry, Elkhart has experienced significant economic fluctuations in recent years, including a major recession in 2008. A financial advisor could help residents understand the current state of the job market, identify opportunities for growth and stability, and create a personalized financial plan that takes into account the unique challenges and opportunities of living and working in Elkhart. Additionally, a financial advisor could help residents manage their debt, save for retirement, and plan for unexpected expenses, ensuring that they are able to achieve their financial goals and live a comfortable and secure life in this vibrant Midwestern city.

Insurance Broker

Residents of Elkhart, IN can benefit greatly from the services of an insurance broker. An insurance broker can help residents navigate the complex world of insurance and find the best coverage for their needs and budget. In particular, Elkhart residents may benefit from an insurance broker's knowledge of the local market and the specific risks that are unique to the area. For example, Elkhart is known for its manufacturing industry, which may require specialized insurance coverage. An insurance broker can help residents understand their options and make informed decisions about their insurance needs, ensuring that they are protected in the event of an unexpected event or accident.

Retirement Planning

Residents of Elkhart, IN could greatly benefit from the services of a retirement planner. With a large population of manufacturing workers and a significant number of retirees, a retirement planner can provide guidance on how to maximize retirement savings and ensure a comfortable retirement. Additionally, Elkhart, IN is known for its high healthcare costs, which can be a significant burden for retirees. A retirement planner can help residents navigate healthcare expenses and plan for potential long-term care needs. With their expertise in financial planning and retirement savings, a retirement planner can offer tailored advice to help Elkhart residents achieve their retirement goals and secure their financial future.

Wealth Management

Residents of Elkhart, IN could benefit from the services of a wealth manager in a variety of ways. One of the most common ways that a wealth manager could assist residents is by helping them to develop a comprehensive financial plan that takes into account their unique circumstances and goals. For example, many residents of Elkhart work in the manufacturing industry, which can be subject to fluctuations in demand and employment. A wealth manager could help these individuals to develop a strategy for saving and investing that takes into account the potential risks and opportunities associated with their industry. Additionally, a wealth manager could assist residents with retirement planning, tax planning, and estate planning, ensuring that they are prepared for the future and able to achieve their financial objectives. Overall, a wealth manager can provide valuable guidance and support to residents of Elkhart, helping them to make informed decisions about their finances and achieve greater financial security and stability.

Mortgage Loan Officer

Residents of Elkhart, IN would benefit greatly from the services of a mortgage loan officer. For example, Elkhart is home to many manufacturing companies, which provide a significant number of jobs to the community. However, many of these jobs are seasonal or contract-based, making it difficult for residents to secure traditional loans. A mortgage loan officer can help residents navigate the complexities of securing a mortgage, even if their income is not consistent year-round. Additionally, Elkhart has a diverse population, including many first-time homebuyers who may need guidance on the home-buying process. A mortgage loan officer can provide valuable advice on everything from credit scores to down payments, helping residents make informed decisions about their financial future.

Tax Services

Residents of Elkhart, IN could greatly benefit from the expertise and guidance of a tax advisor. With a population of over 50,000 people, many individuals and families in Elkhart may not fully understand the complex tax laws and regulations that apply to them. A tax advisor can help residents navigate these laws and ensure they are taking advantage of all available tax credits and deductions. Additionally, Elkhart is home to a large number of small businesses, which can greatly benefit from the services of a tax advisor. These professionals can help business owners understand their tax obligations, file their taxes correctly and on time, and develop strategies to minimize their tax liability. Overall, a tax advisor can provide invaluable assistance to residents of Elkhart, helping them to save money and avoid costly mistakes when it comes to their taxes.

Estate Planning Lawyer

Residents of Elkhart, IN can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by drafting a will. In Elkhart, IN, where the median age is 34.4 years old, many residents may not have considered creating a will yet. However, a will is essential for ensuring that one's assets are distributed according to their wishes after they pass away. An estate planning lawyer can also help residents establish trusts, designate beneficiaries, and plan for long-term care. With the help of an estate planning lawyer, residents of Elkhart, IN can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of.

Elkhart, IN Financial Resources

Elkhart, IN Chamber of Commerce

https://www.elkhart.org/

Elkhart, IN City Hall

https://elkhartindiana.org/

Elkhart, IN Public Library

https://www.myepl.org/

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Elkhart, IN