Best Financial Advisors in West Lafayette, IN

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List of Firms

West Lafayette, IN Fiduciary Financial Advisors

SEC File# 801-10970
CRD# 6413
Location 250 Main St, Lafayette, IN 47901, USA
Phone (765) 838-3270
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 – 5:30 PM Saturday: 9:00 AM – 12:00 PM Sunday: Closed
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Klemme Financial Services
Location 1185 Sagamore Pkwy W # 6, West Lafayette, IN 47906, USA
Phone (765) 807-6390
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BBK Wealth Management
5 out of 5
Location 300 Main St Suite #412, Lafayette, IN 47901, USA
Phone (317) 499-1696
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Sommers Financial Services
5 out of 5
Location 12 Grapevine Ct, West Lafayette, IN 47906, USA
Phone (800) 743-4031
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BlueSafe Financial LLC
SEC File# 801-108628
CRD# 135173
5 out of 5
Location 100 Saw Mill Rd Suite 2300, Lafayette, IN 47905, USA
Phone (765) 607-4700
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Compton Financial Corporation
Location 100 Saw Mill Rd # 2300, Lafayette, IN 47905, USA
Phone (765) 477-7700
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Merrill Lynch Wealth Management Advisor Jeffrey Bannon
Location 250 Main St Suite 460, Lafayette, IN 47901, USA
Phone (765) 420-8454
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Lifelong Investments
Location 1185 Sagamore Pkwy W, West Lafayette, IN 47906, USA
Phone (765) 838-2602
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Edward Jones - Financial Advisor: Karissa Mooney, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1421 Union St, Lafayette, IN 47904, USA
Phone (765) 429-5289
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
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Amanda Barthelemy - TIAA Wealth Management Advisor
Location 1330 Win Hentschel Blvd Suite 225, West Lafayette, IN 47906, USA
Phone (866) 842-3516
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Fenoglio - Schrader - Stapleton Group - Morgan Stanley
Location 415 Columbia St Ste 3100, Lafayette, IN 47901, USA
Phone (765) 420-8404
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J Mark Investments LLC
Location 216 N 6th St, Lafayette, IN 47901, USA
Phone (765) 742-2912
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Banker Investment Group
SEC File# 801-79396
CRD# 109650
5 out of 5
Location 1241 Cumberland Ave B, West Lafayette, IN 47906, USA
Phone (765) 497-0197
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Edward Jones - Financial Advisor: Kim Boggs
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3451 Wyndham Way Suite A, West Lafayette, IN 47906, USA
Phone (765) 497-0110
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Dorvin Christner - 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
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Edward Jones - Financial Advisor: Jennifer C Russell, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 500 South St Suite C, Lafayette, IN 47901, USA
Phone (765) 423-7490
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Merrill Lynch Wealth Management Advisor Young Lee
Location 250 Main St Suite 460, Lafayette, IN 47901, USA
Phone (765) 420-8452
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Edward Jones - Financial Advisor: Matthew J Wright
SEC File# 801-3297
CRD# 250
Location 1241 Cumberland Ave D, West Lafayette, IN 47906, USA
Phone (765) 743-6484
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Elements Wealth Management
5 out of 5
Location 1527 Kossuth St, Lafayette, IN 47905, USA
Phone (765) 447-0000
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Joseph Drury - Financial Advisor, Ameriprise Financial Services, LLC
Location 839 Main St Ste 100, Lafayette, IN 47901, USA
Phone (765) 742-8300
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Lou Fenoglio - Morgan Stanley
Location 415 Columbia St Ste 3100, Lafayette, IN 47901, USA
Phone (765) 420-8406
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Innovest Systems
Location 1281 Win Hentschel Blvd, West Lafayette, IN 47906, USA
Phone (765) 237-3388
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Cornerstone Financial
Location 2020 Union St Suite 400, Lafayette, IN 47904, USA
Phone (765) 463-0233
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Merrill Lynch Wealth Management
4 out of 5
Location 250 Main St Suite 460, Lafayette, IN 47901, USA
Phone (765) 423-2489
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Edward Jones - Financial Advisor: Elliot J Hartje, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 900 Kossuth St Ste 5, Lafayette, IN 47905, USA
Phone (765) 474-3681
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Dold Financial Group
Location 1330 Win Hentschel Blvd #204, West Lafayette, IN 47906, USA
Phone (765) 588-6252
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Edward Jones - Financial Advisor: Brad Grabowski, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 109 Beck Ln Suite 112, Lafayette, IN 47909, USA
Phone (765) 474-6623
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Bryan H Stapleton - Morgan Stanley
Location 415 Columbia St Ste 3100, Lafayette, IN 47901, USA
Phone (765) 420-8403
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Edward Jones - Financial Advisor: Darrell R Woodman
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1020 Sagamore Pkwy W Ste B, West Lafayette, IN 47906, USA
Phone (765) 463-3636
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
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Stephen Wien - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 839 Main St Ste 100, Lafayette, IN 47901, USA
Phone (765) 742-8300
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Stephen Dunnuck - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 839 Main St Ste 100, Lafayette, IN 47901, USA
Phone (765) 742-8300
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Merrill Lynch Wealth Management Advisor Bart Burrell
Location 250 Main St Suite 460, Lafayette, IN 47901, USA
Phone (765) 423-2489
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Kathleen Dunnuck-Mundy - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 839 Main St Ste 100, Lafayette, IN 47901, USA
Phone (765) 742-8300
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TIAA Financial Services
3 out of 5
Location 1330 Win Hentschel Blvd Suite 105, West Lafayette, IN 47906, USA
Phone (866) 842-3516
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Douglas Amick - Raymond James
Location 201 Main St Ste 605, Lafayette, IN 47901, USA
Phone (765) 607-6902
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Financial Advisors in West Lafayette, IN

Where Certified Financial Advisors in West Lafayette, IN Serve

West Lafayette, IN is a vibrant city located in the heart of Tippecanoe County. With a population of over 45,000, it boasts a rich history and diverse culture that is reflected in its many landmarks and neighborhoods. One of the most iconic landmarks in the area is Purdue University, which is located in the heart of the city. This world-renowned institution is home to some of the top employers in the area, including Eli Lilly and Company, Caterpillar, and Subaru of Indiana Automotive, Inc. In addition to its thriving business community, West Lafayette is also home to a number of major highways and streets that make it easy to get around. Some of the most notable routes include US 231, State Road 26, and State Road 43, which all connect to major cities and towns in the area. When it comes to neighborhoods, West Lafayette has something for everyone. From the historic downtown district to the sprawling suburbs, there are plenty of options to choose from.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of West Lafayette, IN could benefit from a financial advisor in a number of ways. One specific way is by helping them navigate the unique financial challenges that come with living in a college town. With Purdue University located in the heart of West Lafayette, many residents may have student loan debt or be facing the high cost of tuition for their children. A financial advisor can help individuals and families create a plan to manage these expenses, while also saving for other financial goals such as retirement or a down payment on a home. Additionally, a financial advisor can provide guidance on investing in the local economy, which is heavily influenced by the university and its research initiatives. Overall, a financial advisor can help residents of West Lafayette, IN achieve financial stability and peace of mind.

Insurance Broker

Residents of West Lafayette, IN could benefit greatly from the services of an insurance broker. With a large student population due to Purdue University, many residents may need guidance in finding affordable health insurance options. Additionally, with the city's proximity to the Wabash River, flood insurance may be a concern for homeowners. An insurance broker can help residents navigate their options and find the best coverage for their specific needs, whether it be for health, home, auto, or other types of insurance. They can also assist in filing claims and ensuring that residents receive the compensation they deserve in the event of an accident or disaster. An insurance broker can provide peace of mind and financial security to the residents of West Lafayette, IN.

Retirement Planning

Residents of West Lafayette, IN would greatly benefit from the services of a retirement planner. A retirement planner can help individuals in the area navigate the complex world of retirement planning, including creating a budget, investing in retirement accounts, and managing debt. With Purdue University located in West Lafayette, many residents may have unique retirement needs, such as navigating the university's retirement plan options. Additionally, the city's growing population of retirees may need assistance in planning for healthcare costs, as well as creating a plan for long-term care. A retirement planner can provide tailored advice and guidance to help residents of West Lafayette, IN achieve their retirement goals and ensure financial security in their golden years.

Wealth Management

Residents of West Lafayette, IN could benefit from a wealth manager in a variety of ways. One of the most common ways is through retirement planning. A wealth manager can help residents create a personalized plan for their retirement that takes into account their current financial situation, future goals, and any specific needs or concerns they may have. Additionally, for residents who work in the highly competitive fields of engineering or technology, a wealth manager can provide guidance on how to maximize their compensation and benefits packages. This is especially important in West Lafayette, where Purdue University and several high-tech companies are located, and where many residents work in these industries. By working with a wealth manager, residents can feel more confident and secure in their financial future.

Mortgage Loan Officer

Residents of West Lafayette, IN would greatly benefit from the assistance of a mortgage loan officer in various ways. Firstly, the mortgage loan officer can help residents navigate the complex process of securing a mortgage for their dream home. With their extensive knowledge of the local real estate market, they can provide guidance on the best neighborhoods and properties that fit the residents' budget and preferences. Additionally, a mortgage loan officer can help residents understand the different types of mortgages available and recommend the most suitable one for their financial situation. Furthermore, for residents who already own a home in West Lafayette, a mortgage loan officer can help them refinance their mortgage to lower their monthly payments or cash out equity to fund home renovations or other expenses. Overall, a mortgage loan officer can be a valuable resource for residents of West Lafayette, IN looking to achieve their homeownership goals.

Tax Services

Residents of West Lafayette, IN can benefit greatly from the guidance of a tax advisor. With the city being home to Purdue University, many residents are employed by the university or have children attending the institution. A tax advisor can provide valuable advice on how to maximize deductions related to education expenses, such as tuition and student loan interest. Additionally, many West Lafayette residents work in the technology and engineering industries, which often come with unique tax implications. A tax advisor can help these individuals navigate complex tax laws and ensure they are taking advantage of all available deductions and credits. Overall, a tax advisor can provide peace of mind and help residents of West Lafayette save money on their taxes.

Estate Planning Lawyer

Residents of West Lafayette, 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 estate plan that ensures their clients' assets are distributed according to their wishes after they pass away. This is especially important in West Lafayette, where many residents are affiliated with Purdue University and may have unique assets and considerations that need to be taken into account in their estate plan. Additionally, an estate planning lawyer can help residents minimize their tax liability and avoid probate, which can be a time-consuming and expensive process. Overall, working with an estate planning lawyer can provide peace of mind and ensure that residents' legacies are preserved for future generations.

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FAQs About Personal Financial Advisors in West Lafayette, IN