Best Financial Advisors in Evansville, IN

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Evansville, IN Fiduciary Financial Advisors

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Baird - Financial Advisor: Kim Schultz, CPA, CDFA®, CRPC®
SEC File# 801-7571
CRD# 8158
Location 110 Main St, Evansville, IN 47708, USA
Phone (812) 428-5106
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
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John Wolk - Raymond James
Location 123 NW 4th St, Evansville, IN 47708, USA
Phone (812) 402-7608
Directions
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Morgan Stanley Financial Advisors
Location 1 Main St Ste 601, Evansville, IN 47708, USA
Phone (812) 425-7221
Directions
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Stuart C Scales - Associate Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 20 E Camp Ground Rd, Evansville, IN 47710, USA
Phone (812) 425-3222
Directions
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Edward Jones - Financial Advisor: Michael S Owens, CFP®
SEC File# 801-3297
CRD# 250
Location 1343 Tutor Ln Ste C, Evansville, IN 47715, USA
Phone (812) 473-6028
Directions
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Vineyard Financial
SEC File# 801-69919
CRD# 23224
5 out of 5
Location 20 NW 3rd St Suite 300, Evansville, IN 47708, USA
Phone (812) 474-6200
Directions
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Weinzapfel Wealth Advisors, Inc
Location 1301 Mortensen Ln, Evansville, IN 47715, USA
Phone (812) 474-1016
Directions
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New Horizons Financial Consultants
SEC File# 801-107762
CRD# 283545
4 out of 5
Location 1112 SE 1st St, Evansville, IN 47713, USA
Phone (812) 618-9050
Directions
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Robert Nelson Deardorff - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 7525 E Virginia St Ste 450, Evansville, IN 47715, USA
Phone (812) 476-4305
Directions
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Edward Jones - Financial Advisor: Jack A Young, AAMS™
SEC File# 801-3297
CRD# 250
Location 4432 Pennsylvania Expy, Evansville, IN 47712, USA
Phone (812) 422-4142
Directions
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Schneider & Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 20 E Camp Ground Rd, Evansville, IN 47710, USA
Phone (812) 425-3222
Directions
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Edward Jones - Financial Advisor: Don Patton Jr, AAMS™
SEC File# 801-3297
CRD# 250
Location 8601 N Kentucky Ave Suite E, Evansville, IN 47725, USA
Phone (812) 867-2173
Directions
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Merrill Lynch Wealth Management Advisor Anna Hargis
Location 7300 Eagle Crest Blvd, Evansville, IN 47715, USA
Phone (812) 473-7330
Directions
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Edward Jones - Financial Advisor: Brian Lowe
SEC File# 801-3297
CRD# 250
5 out of 5
Location 6700 Darmstadt Rd Suite A, Evansville, IN 47710, USA
Phone (812) 962-3614
Directions
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Rob Deardorff - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 7525 Virginia St Ste 450, Evansville, IN 47715, USA
Phone (812) 476-4305
Directions
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Pinkston Cory
Location 25 NW Riverside Dr #320, Evansville, IN 47708, USA
Phone (812) 425-6251
Directions
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Wells Fargo Advisors
3 out of 5
Location 25 NW Riverside Dr, Evansville, IN 47708, USA
Phone (812) 425-6251
Directions
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Merrill Lynch Wealth Management Advisor David W Nicholson
Location 7300 Eagle Crest Blvd, Evansville, IN 47715, USA
Phone (812) 473-7336
Directions
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ETFCU Financial Group
5 out of 5
Location 4401 Theater Dr, Evansville, IN 47715, USA
Phone (812) 469-9909
Directions
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Pettinga Financial Advisors
SEC File# 801-72154
CRD# 156369
Location 519 Main St Suite 100, Evansville, IN 47708, USA
Phone (812) 436-4000
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
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Edward Jones - Financial Advisor: James R Beard, CFP®
SEC File# 801-3297
CRD# 250
Location 445 Cross Pointe Blvd Suite 220, Evansville, IN 47715, USA
Phone (812) 471-9456
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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Merrill Lynch Wealth Management Advisor Traye Mattingly
Location 7300 Eagle Crest Blvd, Evansville, IN 47715, USA
Phone (812) 473-7362
Directions
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Greg M Charnes II - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4824 Lincoln Ave, Evansville, IN 47715, USA
Phone (812) 426-3521
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
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Merrill Lynch Wealth Management Advisor Daniel F Bishop
Location 7300 Eagle Crest Blvd, Evansville, IN 47715, USA
Phone (812) 473-7339
Directions
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S.W.A.N. Financial Solutions - Financial Advisor: Ryan K Foncannon
5 out of 5
Location 123 NW 4th St Suite 14, Evansville, IN 47708, USA
Phone (855) 792-6836
Directions
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Merrill Lynch Wealth Management
5 out of 5
Location 7300 Eagle Crest Blvd, Evansville, IN 47715, USA
Phone (812) 473-7300
Directions
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Edward Jones - Financial Advisor: Janet A Schultheis
SEC File# 801-3297
CRD# 250
5 out of 5
Location 608 SE 2nd St, Evansville, IN 47713, USA
Phone (812) 479-8215
Directions
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Kurt Willard - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 20 E Camp Ground Rd, Evansville, IN 47710, USA
Phone (812) 425-3222
Directions
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Edward Jones - Financial Advisor: Mike David
SEC File# 801-3297
CRD# 250
Location 4600 Washington Ave Suite 108, Evansville, IN 47714, USA
Phone (812) 471-0578
Directions
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uVest Advisory Group, LLc
Location 318 Main St Suite 101, Evansville, IN 47708, USA
Phone (812) 698-5200
Directions
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Edward Jones - Financial Advisor: Chris Fleck
SEC File# 801-3297
CRD# 250
Location 101 Plaza E Blvd Ste 117, Evansville, IN 47715, USA
Phone (812) 473-0225
Directions
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Trible Financial Company
5 out of 5
Location 2231 W Franklin St, Evansville, IN 47712, USA
Phone (812) 473-9958
Directions
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Northwestern Mutual - Mark Cox
Location 335 Cross Pointe Blvd Ste 210, Evansville, IN 47715, USA
Phone (812) 471-2210
Directions
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Lincoln Financial Advisors
5 out of 5
Location 101 Plaza E Blvd #116, Evansville, IN 47715, USA
Phone (812) 473-7200
Directions
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Mark Powers - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 7517 Eagle Crest Blvd, Evansville, IN 47715, USA
Phone (812) 477-5520
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Woosley Financial
Location 122 N St Joseph Ave, Evansville, IN 47712, USA
Phone (812) 422-8400
Directions
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Goldman Sachs Personal Financial Management Evansville - formerly Payne Wealth Partners
SEC File# 801-64376
CRD# 134600
Location 601 Cross Pointe Blvd, Evansville, IN 47715, USA
Phone (812) 477-6221
Directions
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Ryan Hayes - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 7517 Eagle Crest Blvd, Evansville, IN 47715, USA
Phone (812) 477-5520
Directions
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Steve Merrick - Raymond James
Location 7501 Eagle Crest Blvd, Evansville, IN 47715, USA
Phone (812) 475-9166
Directions
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Edward Jones - Financial Advisor: Brittany Dennis
SEC File# 801-3297
CRD# 250
Location 2809 Lincoln Ave Suite 120, Evansville, IN 47714, USA
Phone (812) 473-4366
Directions
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Baird Private Wealth Management
SEC File# 801-7571
CRD# 8158
5 out of 5
Location 110 Main St, Evansville, IN 47708, USA
Phone (812) 426-1481
Directions
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Edward Jones - Financial Advisor: Tyler J Vieke
SEC File# 801-3297
CRD# 250
Location 3307 N Green River Rd, Evansville, IN 47715, USA
Phone (812) 491-2953
Directions
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Riordan Financial Advisors
5 out of 5
Location 1137 W Mill Rd, Evansville, IN 47710, USA
Phone (812) 205-2400
Directions
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Ameriprise Financial
Location 101 Plaza E Blvd, Evansville, IN 47715, USA
Phone (812) 475-8486
Directions
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Edward Jones - Financial Advisor: Roger A Nurrenbern, AAMS™
SEC File# 801-3297
CRD# 250
Location 1923 W Franklin St, Evansville, IN 47712, USA
Phone (812) 464-2788
Directions
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Edward Jones - Financial Advisor: Jim Back, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 216 SE Riverside Dr, Evansville, IN 47713, USA
Phone (812) 424-5444
Time Monday: 7:00 AM – 4:00 PM Tuesday: 7:00 AM – 4:00 PM Wednesday: 7:00 AM – 4:00 PM Thursday: 7:00 AM – 4:00 PM Friday: 7:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Daniel Schweikhart
SEC File# 801-3297
CRD# 250
Location 216 SE Riverside Dr, Evansville, IN 47713, USA
Phone (812) 424-5444
Directions
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Edward Jones - Financial Advisor: Benjamin E Waits
SEC File# 801-3297
CRD# 250
5 out of 5
Location 423 E Diamond Ave, Evansville, IN 47711, USA
Phone (812) 422-4709
Directions
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Compass Financial Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 7517 Eagle Crest Blvd, Evansville, IN 47715, USA
Phone (812) 477-5520
Directions
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Strouse Wealth Advisors
Location 203 Main St #105, Evansville, IN 47708, USA
Phone (812) 402-1300
Directions
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Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
Location 20 E Camp Ground Rd, Evansville, IN 47710, USA
Phone (317) 818-9365
Directions
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Heath Schneider - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 20 E Camp Ground Rd, Evansville, IN 47710, USA
Phone (812) 425-3222
Directions
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Kemper Capital Management LLC
Location 7200 Eagle Crest Blvd, Evansville, IN 47715, USA
Phone (812) 421-2291
Directions
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Associated Financial Group Inc
Location 1010 Lincoln Ave, Evansville, IN 47714, USA
Phone (812) 477-0144
Directions
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Northwestern Mutual - Paul Nord
Location 335 Cross Pointe Blvd, Evansville, IN 47715, USA
Phone (812) 471-2555
Directions
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Northwestern Mutual - The Evansville Group
5 out of 5
Location 335 Cross Pointe Blvd, Evansville, IN 47715, USA
Phone (812) 471-2200
Directions
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McKee Financial Resources Inc
SEC File# 801-101532
CRD# 250787
5 out of 5
Location 727 N, Cross Pointe Blvd Suite C, Evansville, IN 47715, USA
Phone (812) 477-8522
Directions
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Wealthtrends Advisors
SEC File# 801-63048
CRD# 140808
Location 101 Plaza E Blvd #203, Evansville, IN 47715, USA
Phone (812) 473-9890
Directions
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Merrill Lynch Wealth Management Advisor Charles C Hedde
Location 7300 Eagle Crest Blvd, Evansville, IN 47715, USA
Phone (812) 473-7378
Directions
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Edward Jones - Financial Advisor: Melissa Khan, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 4705 Theater Dr, Evansville, IN 47715, USA
Phone (812) 477-6978
Directions
Financial Advisors in Evansville, IN

Where Certified Financial Advisors in Evansville, IN Serve

Evansville, IN is a bustling city in southwestern Indiana that boasts a rich history and a vibrant present. Its landmarks include the historic Reitz Home Museum, the USS LST 325, and the Evansville Museum of Arts, History, and Science. The top employers in the area include Deaconess Health System, Toyota Motor Manufacturing Indiana, and Berry Global. Major highways and streets that run through the city include I-64, I-69, and US-41, making it easily accessible from all directions. Neighborhoods like Haynie's Corner Arts District, Jacobsville, and Riverside offer unique experiences for residents and visitors alike, with a variety of shops, restaurants, and entertainment options to choose from. Overall, Evansville is a dynamic city that has something to offer everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Evansville, IN could benefit from the expertise of a financial advisor in many ways. One of the most common ways would be in helping them navigate the unique financial challenges faced by the city. Evansville is home to a diverse range of industries, including healthcare, education, and manufacturing, which can make it difficult for residents to know how to best invest their money. A financial advisor can help them understand the local economy and make informed decisions about their finances. Additionally, with the cost of living in Evansville being lower than the national average, residents may be able to save more money than they realize. A financial advisor can help them create a budget and investment plan that takes advantage of these savings opportunities. Overall, a financial advisor can provide valuable guidance to Evansville residents looking to achieve their financial goals and secure their future.

Insurance Broker

Residents of Evansville, IN can benefit from the services of an insurance broker in a multitude of ways. One of the most common ways is by helping them navigate the complex world of health insurance. With the healthcare industry constantly changing, it can be difficult for residents to understand their coverage options and find a plan that suits their needs. An insurance broker can provide personalized guidance and advice, taking into account specific factors such as age, medical history, and budget. Additionally, with Evansville being home to a large number of small businesses, an insurance broker can assist with finding the right coverage for employees, ensuring that both employers and employees are protected in the event of unexpected illness or injury.

Retirement Planning

Residents of Evansville, IN can greatly benefit from the services of a retirement planner. With a population of over 117,000 people, many individuals in Evansville may not have a clear understanding of how to plan for their retirement. A retirement planner can help residents create a personalized plan to ensure they have enough money to retire comfortably. Additionally, with the cost of living in Evansville being lower than the national average, a retirement planner can help residents make the most of their retirement savings by investing in the right areas. With their knowledge and expertise, a retirement planner can guide residents in making informed decisions about their financial future, giving them peace of mind and security.

Wealth Management

Residents of Evansville, IN could benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual. This is particularly important in Evansville, where the cost of living is lower than the national average, but the median household income is also lower. A wealth manager can help residents make the most of their earnings by creating a budget, investing wisely, and planning for retirement. Additionally, a wealth manager can provide guidance on tax planning, estate planning, and insurance, ensuring that residents are protected in case of unexpected events. Overall, a wealth manager can help residents of Evansville achieve financial stability and peace of mind.

Mortgage Loan Officer

Residents of Evansville, IN can benefit from a mortgage loan officer in a variety of ways. First and foremost, a loan officer can assist in securing a mortgage for a new home purchase or refinancing an existing mortgage. This is especially important in Evansville, where the housing market can be competitive and prices can vary greatly depending on the neighborhood. Additionally, a loan officer can offer guidance on the various loan options available and help residents choose the best one for their financial situation. They can also provide advice on improving credit scores, which can be particularly helpful in a city like Evansville where the average credit score is lower than the national average. Overall, a mortgage loan officer can be an invaluable resource for residents of Evansville looking to navigate the complex world of home financing.

Tax Services

Residents of Evansville, IN can benefit greatly from the services of a tax advisor. With the city's diverse economy, which includes healthcare, manufacturing, education, and retail, tax laws can be complex and confusing. A tax advisor can help residents navigate these laws and ensure that they are taking advantage of all available deductions and credits. Additionally, with the city's proximity to the Ohio River, residents may have unique tax considerations related to watercraft ownership or riverfront property. A tax advisor can provide guidance on these specific issues and help residents stay in compliance with local and federal tax laws. Overall, a tax advisor can provide valuable assistance to Evansville residents in maximizing their tax benefits and minimizing their tax liabilities.

Estate Planning Lawyer

Residents of Evansville, 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 creating a comprehensive plan to ensure that a person's assets are distributed according to their wishes after they pass away. This is especially important in Evansville, where many residents own property and have significant assets that they want to protect and pass down to their loved ones. An estate planning lawyer can also help with drafting wills, setting up trusts, and establishing powers of attorney, which can provide peace of mind and financial security for both the individual and their family. With the help of an experienced estate planning lawyer, residents of Evansville can ensure that their assets are protected and their wishes are carried out after they are gone.

Evansville, IN Financial Resources

Evansville, IN Chamber of Commerce

https://www.evansvillechamber.com/

Evansville, IN City Hall

https://www.evansvillegov.org/city/

Evansville, IN Public Library

https://www.evpl.org/

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Evansville, IN