Retirement Planning in Merrillville, IN

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Top Retirement Planners in Merrillville, IN

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StrategIQ Financial Group, LLC
SEC File# 801-68171
CRD# 144287
Location 101 E 90th Dr Suite A, Merrillville, IN 46410, USA
Phone (219) 736-8902
Directions
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SDM Investments
Location 6111 Harrison St #200, Merrillville, IN 46410, USA
Phone (888) 988-0858
Directions
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Financial Strategies LLC
SEC File# 801-120676
CRD# 158192
Location 320 E 90th Dr, Merrillville, IN 46410, USA
Phone (219) 755-4350
Directions
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Marijo Dluzak & Associates Inc
1 out of 5
Location 285 W 80th Pl, Merrillville, IN 46410, USA
Phone (219) 769-6110
Directions
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Jonathan Spoolstra - Thrivent
Location 8585 Broadway Ste 490, Merrillville, IN 46410, USA
Phone (219) 462-1411
Directions
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Smart Choice Financial Planning Inc
Location 9421 Joliet St, St John, IN 46373, USA
Phone (219) 682-7544
Directions
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Hammer Financial Group, Inc.
4 out of 5
Location 222 Indianapolis Blvd, Schererville, IN 46375, USA
Phone (219) 864-8266
Directions
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Diversified Wealth Solutions Powered by LPL Financial
Location 2833 Lincoln St #3, Highland, IN 46322, USA
Phone (219) 301-5030
Directions
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Strategic Financial Alliance
SEC File# 801-62226
CRD# 126514
Location 2646 W Lincoln Hwy # C, Merrillville, IN 46410, USA
Phone (219) 769-8551
Directions
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Airey Financial Group
5 out of 5
Location 200 W 84th Dr Suite B, Merrillville, IN 46410, USA
Phone (219) 650-4050
Directions
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Northwestern Mutual Financial
Location 7863 Broadway # 217, Merrillville, IN 46410, USA
Phone (219) 736-6202
Directions
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Royal Alliance Associates Inc
Location 7895 Broadway # E, Merrillville, IN 46410, USA
Phone (219) 736-1188
Directions
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John Zandstra - Financial Advisor, Ameriprise Financial Services, LLC
Location 300 E 90th Dr, Merrillville, IN 46410, USA
Phone (219) 736-8677
Directions
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Merrill Lynch Wealth Management Advisor Kevin S Ribordy
Location 707 E 80th Pl Suite 400, Merrillville, IN 46410, USA
Phone (219) 738-4461
Directions
SEC File# 801-57434
CRD# 11025
2 out of 5
Location 8585 Broadway #800, Merrillville, IN 46410, USA
Phone (219) 738-6400
Directions
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Andrew Draper - Prudential Financial
Location 509 W 84th Dr ste b, Merrillville, IN 46410, USA
Phone (219) 769-2334
Directions
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Retire Source Wealth Management
Location 2845 45th St, Highland, IN 46322, USA
Phone (219) 924-5255
Directions
Retirement Planning in Merrillville, IN

About Merrillville, IN for Those Planning to Retire

Merrillville, IN is a bustling city in northwest Indiana, home to a plethora of renowned landmarks, top employers, major highways and streets, and diverse neighborhoods. From the iconic Star Plaza Theatre to the sprawling Southlake Mall, Merrillville boasts a variety of attractions that draw visitors from near and far. The city is also home to several top employers, including NiSource, Centier Bank, and White Lodging, which contribute to the area's strong economic growth. Major highways such as I-65 and US-30 run through Merrillville, providing easy access to nearby cities and attractions. Neighborhoods like Turkey Creek Estates and Hidden Creek offer residents a peaceful retreat from the hustle and bustle of the city, while areas like the Crossroads and Broadway Corridor offer a vibrant mix of shopping, dining, and entertainment options. Overall, Merrillville is a dynamic and thriving city that offers something for everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Merrillville, IN would greatly benefit from the services provided by a bank. The town is home to a diverse population with varying financial needs, and a bank can offer tailored solutions to each individual. For example, Merrillville has a large retail industry, and a bank could provide small business loans to entrepreneurs looking to start or expand their business. Additionally, Merrillville has a significant senior population, and a bank could offer retirement planning services to help them navigate their finances during their golden years. Furthermore, with the recent growth in the town's housing market, a bank could provide mortgage options to first-time homebuyers looking to invest in their future. Overall, a bank can play a crucial role in helping the residents of Merrillville achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Merrillville, IN can benefit from the services of an insurance broker in several ways. For instance, an insurance broker can help residents to navigate the complex and ever-changing insurance landscape. With the diverse range of insurance products available in Merrillville, IN, an insurance broker can provide expert advice on the best coverage options that suit the unique needs of each resident. Additionally, an insurance broker can assist residents in finding the most affordable insurance policies that provide adequate coverage. With the high cost of living in Merrillville, IN, finding affordable insurance coverage is essential for residents to manage their finances effectively. Furthermore, an insurance broker can help residents to file claims and handle any disputes that may arise with insurance companies. This is particularly important for residents in Merrillville, IN, who may face unique challenges such as extreme weather conditions that can result in property damage or loss.

Wealth Management

Residents of Merrillville, IN could greatly benefit from the expertise of a wealth manager. With the town's economy heavily reliant on manufacturing and retail, a wealth manager could assist residents in diversifying their investments and managing risk. Additionally, with a large population of retirees, a wealth manager could provide guidance on retirement planning and ensuring a comfortable financial future. Specifically, with the recent influx of younger families moving to Merrillville for its affordable housing and proximity to Chicago, a wealth manager could help these families navigate the complexities of saving for both their children's education and their own retirement simultaneously. The wealth manager could also provide guidance on tax-efficient investing, as Indiana residents face unique tax laws that differ from other states. Overall, a wealth manager could provide valuable assistance to residents of Merrillville in achieving their financial goals and securing their financial future.

Financial Advisor

Residents of Merrillville, IN can benefit from the guidance of a financial advisor in a multitude of ways. One specific area where a financial advisor can provide assistance is in navigating the unique tax laws of Indiana. With the state's complex tax system, a financial advisor can help residents understand how to minimize their tax liability and take advantage of available deductions and credits. Additionally, a financial advisor can provide guidance on retirement planning, investment strategies, and debt management. With the cost of living in Merrillville being higher than the national average, a financial advisor can help residents create a budget and develop a plan to achieve their financial goals. Overall, a financial advisor can be a valuable resource for residents of Merrillville, IN looking to secure their financial future.

Mortgage Loan Officer

Residents of Merrillville, IN can benefit from the expertise of a mortgage loan officer in various ways. For instance, they can provide guidance on the best mortgage options available in Merrillville, which is a town located in Lake County, Indiana. With a population of over 35,000 people, Merrillville is a vibrant community that boasts several attractions, including the Deep River Waterpark and the Albanese Candy Factory. A mortgage loan officer can help residents navigate the complexities of the home buying process, including pre-approval, documentation, and closing costs. They can also provide advice on how to improve credit scores and secure favorable interest rates. Additionally, mortgage loan officers can help homeowners refinance their homes, which can lead to lower monthly payments and more financial stability. Overall, the expertise of a mortgage loan officer can go a long way in helping residents of Merrillville achieve their homeownership goals and improve their financial well-being.

Tax Services

Residents of Merrillville, IN can benefit from the expertise of a tax advisor in several ways. One specific area where a tax advisor can be of great help is in navigating the complex tax laws and regulations that are unique to the state of Indiana. With its intricate tax code and numerous exemptions and deductions, Indiana can be a challenging place for taxpayers to navigate on their own. A tax advisor can help residents of Merrillville understand the nuances of Indiana tax law and make sure they are taking advantage of all available deductions and credits. Additionally, a tax advisor can help residents with tax planning, ensuring they are making the most of their financial resources and minimizing their tax liability. Overall, a tax advisor can be an invaluable resource for residents of Merrillville who want to ensure they are in compliance with the law and making smart financial decisions.

Estate Planning Lawyer

Residents of Merrillville, IN can benefit greatly from the assistance of an estate planning lawyer. These legal professionals can help residents create wills and trusts to ensure their assets are distributed according to their wishes after they pass away. Additionally, estate planning lawyers can assist with the creation of powers of attorney and healthcare directives, which can designate individuals to make important decisions on behalf of the resident if they become incapacitated. Given that Merrillville, IN is a rapidly growing city with a diverse population, estate planning lawyers can also help residents navigate complex family dynamics, such as blended families or estranged relatives, and ensure that their wishes are carried out in a fair and equitable manner.

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