Best Financial Advisors in Fort Wayne, IN

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Fort Wayne, IN Fiduciary Financial Advisors

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Wealth Advisors Group
SEC File# 801-69787
CRD# 122050
5 out of 5
Location 12726 Coldwater Rd, Fort Wayne, IN 46845, USA
Phone (260) 619-3100
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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Luminary Wealth
5 out of 5
Location 7910 Carnegie Blvd, Fort Wayne, IN 46804, USA
Phone (260) 420-2500
Directions
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Dickmeyer Boyce Financial Management
SEC File# 801-64585
CRD# 124281
Location 6506 Constitution Dr, Fort Wayne, IN 46804, USA
Phone (260) 436-2051
Directions
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Mountain PEAK Wealth Advisors
Location 6315 Mutual Dr suite f, Fort Wayne, IN 46825, USA
Phone (260) 435-1200
Directions
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SYM Financial Advisors
SEC File# 801-23944
CRD# 107517
Location 7030 Pointe Inverness Way #100, Fort Wayne, IN 46804, USA
Phone (260) 387-6822
Directions
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Financial Focus
SEC File# 801-112408
CRD# 282177
Location 10305 Dawsons Creek Blvd E, Fort Wayne, IN 46825, USA
Phone (260) 637-6866
Directions
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Foxworthy Wealth Advisors
5 out of 5
Location 7230 Engle Rd Suite 212, Fort Wayne, IN 46804, USA
Phone (260) 489-0303
Directions
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Nicholas Harter, CFP, Fort Wayne Financial Advisor
Location 110 W Berry St 16th floor, Fort Wayne, IN 46802, USA
Phone (260) 413-8865
Directions
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Financial Planning Services
SEC File# 801-119824
CRD# 311146
5 out of 5
Location 6920 Pointe Inverness Way Suite 170, Fort Wayne, IN 46804, USA
Phone (260) 469-3218
Directions
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Galecki Financial Management - Fort Wayne Fee-Only Financial Planner
SEC File# 801-47181
CRD# 107218
Location 7743 W Jefferson Blvd, Fort Wayne, IN 46804, USA
Phone (260) 436-8525
Directions
Financial Advisors in Fort Wayne, IN

Where Certified Financial Advisors in Fort Wayne, IN Serve

Fort Wayne, IN is a bustling city that boasts a rich history and a diverse population. The city is home to several landmarks that attract visitors from all over the world, such as the Fort Wayne Children's Zoo, the Embassy Theatre, and the Fort Wayne Museum of Art. Additionally, the city is known for its top employers, which include Parkview Health, General Motors, and Lutheran Health Network. When it comes to transportation, Fort Wayne is easily accessible via several major highways and streets, including I-69, US-24, and US-30. As for neighborhoods, Fort Wayne is home to a variety of communities that offer something for everyone, from the historic West Central neighborhood to the up-and-coming downtown area. Overall, Fort Wayne is a vibrant and exciting city that has something to offer everyone who calls it home.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Fort Wayne, IN can benefit greatly from the guidance of a financial advisor. With a population of over 260,000 people, Fort Wayne is a bustling city with a diverse economy. A financial advisor can help residents navigate the unique financial challenges that come with living in this city. For example, Fort Wayne has a higher than average poverty rate, which can make it difficult for individuals to save for retirement or build up an emergency fund. A financial advisor can provide personalized advice on how to budget effectively and invest wisely in order to achieve financial stability. Additionally, Fort Wayne is home to many small businesses, and a financial advisor can assist entrepreneurs with everything from creating a business plan to securing funding for their venture. Overall, a financial advisor can be an invaluable resource for residents of Fort Wayne looking to improve their financial well-being.

Insurance Broker

Residents of Fort Wayne, IN can benefit greatly from the services of an insurance broker. With the unpredictable weather patterns in the area, an insurance broker can help residents find the right coverage for their homes and vehicles. Additionally, Fort Wayne is home to many small businesses, and an insurance broker can assist these business owners in finding the appropriate coverage for their unique needs. For those who enjoy outdoor activities such as boating or fishing on the nearby lakes, an insurance broker can also help find the right insurance coverage to protect their investments. With so many options and variables to consider, an insurance broker can provide valuable guidance and expertise to ensure that Fort Wayne residents have the coverage they need to protect themselves and their assets.

Retirement Planning

Residents of Fort Wayne, IN could greatly benefit from the help of a retirement planner. With a population of over 250,000 people, Fort Wayne is a bustling city with many opportunities for both work and play. However, navigating the complexities of retirement planning can be overwhelming for many individuals. A retirement planner can help residents of Fort Wayne identify their financial goals and create a plan to achieve them. This could include managing investments, creating a budget, and developing a retirement income strategy. Additionally, Fort Wayne is home to a growing number of retirees, and a retirement planner can help those individuals make the most of their retirement years by ensuring they have a solid financial plan in place. Overall, a retirement planner can provide invaluable guidance and support to residents of Fort Wayne as they navigate the often-daunting world of retirement planning.

Wealth Management

Residents of Fort Wayne, IN could be helped by a wealth manager in several ways. Firstly, a wealth manager can help them create a personalized financial plan that aligns with their long-term goals, whether it be saving for retirement or buying a home. Secondly, a wealth manager can provide investment advice and assist with managing their portfolio to ensure that they are making the most of their money. Additionally, a wealth manager can help residents of Fort Wayne, IN navigate the unique financial challenges that come with living in the Midwest, such as planning for unexpected weather-related expenses. Overall, a wealth manager can provide valuable financial guidance and support to help residents of Fort Wayne, IN achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Fort Wayne, IN can benefit greatly from the expertise of a mortgage loan officer. These professionals can provide guidance and assistance with securing a mortgage loan for purchasing a home or refinancing an existing one. With Fort Wayne being a growing city, a loan officer can help residents navigate the local real estate market and find the best loan options to fit their unique financial situation. Additionally, a loan officer can assist with understanding the various loan programs available, such as those offered by the Federal Housing Administration (FHA), which can be particularly beneficial for first-time homebuyers. Overall, a mortgage loan officer can provide invaluable support to residents of Fort Wayne, IN looking to achieve their homeownership goals.

Tax Services

Residents of Fort Wayne, IN can benefit greatly from the services of a tax advisor. One of the most common ways that a tax advisor can help Fort Wayne residents is by providing guidance on how to navigate the state's tax laws. With Indiana's complex tax system, it can be challenging for residents to understand their tax obligations and plan accordingly. A tax advisor can help residents make the most of available deductions and credits, minimize their tax liability, and avoid costly mistakes. Plus, with Fort Wayne's growing population and diverse economy, tax advisors can offer tailored advice for individuals in a variety of industries and income brackets. Overall, a tax advisor can provide valuable support for Fort Wayne residents looking to optimize their financial situation and achieve their long-term goals.

Estate Planning Lawyer

Residents of Fort Wayne, 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 that ensures their assets are distributed according to their wishes after they pass away. In Fort Wayne, where the population is rapidly growing and the cost of living is rising, an estate planning lawyer can also assist with planning for long-term care and Medicaid eligibility. Additionally, an estate planning lawyer can help residents of Fort Wayne protect their assets from creditors and potential lawsuits. With the help of an estate planning lawyer, residents of Fort Wayne can have peace of mind knowing that their loved ones will be taken care of and their assets will be protected.

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