Best Financial Advisors in St. Joseph County, IN

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St. Joseph County, IN Fiduciary Financial Advisors

Raymond James
SEC File# 801-72137
CRD# 25853
Location 1650 S Bend Ave, South Bend, IN 46617, USA
Phone (574) 208-6331
Directions
Lisa Sharpe - Financial Advisor, Ameriprise Financial Services, LLC
Location 205 W Jefferson Blvd Ste 402, South Bend, IN 46601, USA
Phone (574) 273-8680
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 54520 Northern Ave Suite A, South Bend, IN 46635, USA
Phone (574) 345-0732
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 203 N Main St, South Bend, IN 46601, USA
Phone (574) 277-8850
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
Ameriprise Financial Services LLC
Location Michael K. Jones, CFP Financial Advisor, 4440 Edison Lakes Pkwy #200, Mishawaka, IN 46545, USA
Phone (574) 243-8096
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 431 S Main St, South Bend, IN 46601, USA
Phone (574) 289-9292
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
Edward Jones - Financial Advisor: Matthew J Russell
Location 1001 Hickory Rd #8b, South Bend, IN 46615, USA
Phone (574) 246-1776
Directions
Smith & Associates - Ameriprise Financial Services, LLC
Location 205 W Jefferson Blvd Ste 402, South Bend, IN 46601, USA
Phone (574) 273-8680
Directions
Michiana Financial Group
Location 4560 S Ironwood Dr, South Bend, IN 46614, USA
Phone (574) 231-4980
Directions
Financial Associates
SEC File# 801-78531
CRD# 126189
Location 53700 Generations Dr #100, South Bend, IN 46635, USA
Phone (574) 243-3200
Directions
Merrill Lynch Wealth Management Advisor Matt M Kahn
Location 100 N Michigan St Suite 500, South Bend, IN 46601, USA
Phone (574) 282-3647
Directions
Tom Polaski - Financial Advisor, Ameriprise Financial Services, LLC
Location 4440 Edison Lakes Pkwy Ste 200, Mishawaka, IN 46545, USA
Phone (574) 243-8096
Directions
Financial Advisors in St. Joseph County, IN

Where Certified Financial Advisors in St. Joseph County, IN Serve

St. Joseph County, IN is a vibrant and bustling area located in the heart of the Midwest. This region boasts a wide range of landmarks and attractions that draw visitors from all over the world. From the stunning architecture of the University of Notre Dame to the breathtaking natural beauty of the St. Joseph River, there is no shortage of things to see and do in this remarkable area. The top employers in St. Joseph County are varied and diverse, ranging from large corporations to small businesses. Some of the major employers include the University of Notre Dame, Beacon Health System, and the South Bend Community School Corporation. These employers provide a wide range of job opportunities for residents of the area, making St. Joseph County a great place to live and work. Major highways and streets in St. Joseph County include the Indiana Toll Road, the U.S. 20 Bypass, and the St. Joseph Valley Parkway.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of St. Joseph County, IN can benefit from the guidance of a financial advisor in several ways. For instance, a financial advisor can help them navigate the complex tax laws in Indiana, which can be quite daunting for many people. They can also help residents plan for retirement, invest wisely, and manage their debt effectively. In a county where the cost of living is slightly higher than the national average, a financial advisor can help residents create a budget that allows them to live comfortably while still saving for the future. Additionally, with the median household income in St. Joseph County being lower than the state average, a financial advisor can help residents maximize their income and make the most of their financial resources. Overall, a financial advisor can provide valuable assistance to residents of St. Joseph County, IN in achieving their financial goals and securing their financial future.

Insurance Broker

Residents of St. Joseph County, IN can benefit greatly from the services of an insurance broker. An insurance broker can help them find the best insurance policies that meet their specific needs and budget. They can also provide guidance and advice on the different types of insurance available, such as health, auto, home, and life insurance. One thing that makes St. Joseph County unique is its proximity to the University of Notre Dame. An insurance broker can help residents who work or attend the university find insurance policies that cater to their unique needs, such as student health insurance or faculty liability insurance. Overall, an insurance broker can provide valuable assistance to residents of St. Joseph County in navigating the complex world of insurance and ensuring that they have the coverage they need to protect themselves and their families.

Retirement Planning

Residents of St. Joseph County, IN can greatly benefit from the services of a retirement planner. A retirement planner can help individuals in the county plan for their future by assessing their financial situation, developing a personalized retirement plan, and providing guidance on investment options. One specific way a retirement planner can help residents of St. Joseph County is by taking into account the unique tax laws and regulations in the state of Indiana. With their knowledge of the local tax code, a retirement planner can help residents maximize their tax savings and ensure they are making the most of their retirement funds. Overall, a retirement planner can provide valuable assistance to residents of St. Joseph County in achieving their retirement goals and securing their financial future.

Wealth Management

Residents of St. Joseph County, IN can benefit from the expertise of a wealth manager in various ways. A wealth manager can help residents create a financial plan that aligns with their long-term goals and aspirations. They can assist in managing investments, ensuring that the portfolio is diversified and tailored to individual needs. Additionally, a wealth manager can help residents navigate complex tax laws, which can be especially beneficial in St. Joseph County, where property taxes are among the highest in the state. With a wealth manager's guidance, residents can make informed decisions about their finances and secure their financial future.

Mortgage Loan Officer

Residents of St. Joseph County, IN can benefit from the expertise of a mortgage loan officer in a variety of ways. For starters, a mortgage loan officer can help residents navigate the often complex and confusing process of securing a mortgage. This is particularly important in St. Joseph County, where the real estate market can be highly competitive and fast-moving. Additionally, a mortgage loan officer can help residents find the best possible interest rates and loan terms, which can save them thousands of dollars over the life of their mortgage. Finally, a mortgage loan officer can provide valuable advice and guidance on a range of related issues, from home inspections to property taxes to homeowners insurance. All of these factors combine to make a mortgage loan officer an invaluable resource for residents of St. Joseph County who are looking to buy a home.

Tax Services

Residents of St. Joseph County, IN can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to maximize deductions and credits on their tax returns. This is especially important for residents of St. Joseph County, where property taxes are among the highest in the state. A tax advisor can help residents navigate the complex tax laws and regulations to ensure they are taking advantage of all available deductions and credits, ultimately saving them money. Additionally, a tax advisor can provide guidance on retirement planning, estate planning, and other financial matters that can have a significant impact on a resident's tax liability. With the help of a tax advisor, residents of St. Joseph County can make informed decisions about their finances and ensure they are in compliance with all tax laws.

Estate Planning Lawyer

Residents of St. Joseph County, IN can benefit greatly from the services of an estate planning lawyer. These lawyers specialize in helping individuals create a plan for their assets and property after they have passed away. They can assist with creating wills, trusts, and other legal documents that ensure that an individual's wishes are carried out and their loved ones are taken care of. One specific benefit for residents of St. Joseph County is that an estate planning lawyer can help them navigate the state's complex probate laws. This can save families time and money in the long run, as well as provide peace of mind knowing that their affairs are in order. Overall, an estate planning lawyer can provide invaluable guidance and support to residents of St. Joseph County, IN as they plan for the future.

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