Wealth Management in Elkhart, IN

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List of Firms

Elkhart, IN Wealth Management Firms

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Royal Alliance Associates Inc
5 out of 5
Location 501 W Bristol St, Elkhart, IN 46514, USA
Phone (574) 264-9617
Language https://www.royalalliance.com/
Directions
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Indiana Trust Wealth Management
4 out of 5
Location 4045 Edison Lakes Pkwy, Mishawaka, IN 46545, USA
Phone (574) 271-3400
Language http://www.indtrust.com/
Directions
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Legacy Capital Advisors
Location 200 Middleton Run Rd, Elkhart, IN 46516, USA
Phone (574) 206-0252
Language http://www.legcap.com/
Directions
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Raymond James Financial Services
SEC File# 801-69815
CRD# 149018
Location 509 S Main St, Elkhart, IN 46516, USA
Phone (574) 389-1425
Language http://www.raymondjames.com/
Directions
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Fortified Wealth
5 out of 5
Location 541 Roske Dr suite d, Elkhart, IN 46516, USA
Phone (574) 970-7017
Language http://www.fortifiedwealth.com/
Directions
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Goldman Sachs Personal Financial Management Elkhart
Location 300 Nibco Pkwy Suite 100, Elkhart, IN 46516, USA
Phone (574) 522-3738
Language https://www.unitedcp.com/financial-advisory-locations/elkhart-in
Directions
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Safe Financial Group
Location Elkhart, IN 46515, USA
Phone (765) 373-8235
Language http://safefg.com/
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 512 S Main St, Elkhart, IN 46516, USA
Phone (574) 295-4616
Language https://www.edwardjones.com/us-en
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 227 S Main St Suite 100, Elkhart, IN 46516, USA
Phone (574) 389-3524
Language https://www.edwardjones.com/us-en?y_source=1_NjQwOTkyLTcxNS1sb2NhdGlvbi53ZWJzaXRl
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
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1308 Elkhart Rd, Goshen, IN 46526, USA
Phone (574) 533-4401
Language https://www.edwardjones.com/us-en?y_source=1_OTYxNzQ4LTcxNS1sb2NhdGlvbi53ZWJzaXRl
Directions
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Lyle Fisel & Associates
Location 215 S 2nd St, Elkhart, IN 46516, USA
Phone (574) 294-2412
Directions
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Guidance Wealth
5 out of 5
Location 3140 Windsor Ct, Elkhart, IN 46514, USA
Phone (574) 333-2083
Language http://www.guidancewealth.com/
Directions
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Key Private Bank
Location 101 S Main St Fl 2nd, Elkhart, IN 46516, USA
Phone (800) 370-3568
Language https://www.key.com/locations/in/elkhart/MCD01010808/101-s-main-st-2nd-flr?ppc=cmpgmb
Directions
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Merrill Lynch Wealth Management Advisor Matt M Kahn
Location 100 N Michigan St Suite 500, South Bend, IN 46601, USA
Phone (574) 282-3647
Language https://fa.ml.com/indiana/south-bend/kahn_ruthrauff_associates
Directions
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Bridgeview Financial
Location 3835 Edison Lakes Pkwy, Mishawaka, IN 46545, USA
Phone (574) 855-3344
Language http://www.bridgeviewfinancial.com/
Directions
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Bradley Stewart
Location 4215 Edison Lakes Pkwy #200, Mishawaka, IN 46545, USA
Phone (574) 247-6625
Language http://www.brad-stewart.com/?cmpid=googleplaces
Directions
Wealth Management in Elkhart, IN

Where Wealth Management Advisors in Elkhart, IN Serve

Elkhart, IN is a vibrant city in the heart of the Midwest, boasting a rich history and a bustling economy. From the iconic Lerner Theatre to the picturesque Riverwalk, there are plenty of landmarks to explore in Elkhart. The city's top employers include companies like Forest River, Thor Industries, and Lippert Components, all of which contribute to the area's thriving manufacturing industry. Major highways like the Indiana Toll Road and the US-20 Bypass run through Elkhart, making it a convenient location for commuters and travelers alike. As for neighborhoods, Elkhart is home to a diverse array of communities, from the historic downtown district to the suburban subdivisions of Concord and Osolo. Whether you're a longtime resident or a first-time visitor, there's always something new and exciting to discover in Elkhart.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Elkhart, IN can benefit from a bank in various ways. One of the most common ways is through access to affordable loans for small businesses. As a city with a rich manufacturing history, Elkhart is home to many small businesses that require financial assistance to grow and thrive. A bank can provide loans with reasonable interest rates, enabling entrepreneurs to expand their businesses and create more job opportunities for the community. Additionally, a bank can offer financial education and resources to help residents better manage their money and plan for the future. This is especially important in Elkhart, where the poverty rate is higher than the national average. By providing financial literacy programs and tools, a bank can help residents make informed decisions about their finances and improve their overall financial well-being.

Insurance Broker

Residents of Elkhart, IN can greatly benefit from the services of an insurance broker. With the city's economy largely driven by the manufacturing industry, many residents may require specialized insurance coverage for their businesses or employment. Additionally, Elkhart's location near major highways and waterways increases the risk of accidents and natural disasters, making comprehensive insurance coverage a necessity for homeowners and drivers alike. An insurance broker can help residents navigate the often complex and confusing world of insurance policies, ensuring that they are adequately protected and prepared for any unforeseen events. Whether it's finding the best rates for car insurance or securing liability coverage for a small business, an insurance broker can provide the expertise and guidance necessary to make informed decisions about insurance policies.

Retirement Planning

Residents of Elkhart, IN can greatly benefit from the services of a retirement planner. With a population of over 50,000 people, Elkhart has a diverse demographic with varying financial needs. A retirement planner can help individuals in Elkhart plan for their future by providing personalized financial advice and creating a retirement plan that fits their unique circumstances. This can involve analyzing their current financial situation, setting goals, and creating a budget that aligns with their retirement goals. Furthermore, a retirement planner can assist Elkhart residents in understanding the complexities of Social Security benefits and navigating the various options available to them. Given the recent economic downturn and the impact it has had on many Elkhart residents, a retirement planner can provide valuable guidance on how to maximize retirement income and minimize financial risks.

Financial Advisor

Residents of Elkhart, IN can benefit from the guidance of a financial advisor in a multitude of ways. With the city's economy heavily reliant on the manufacturing industry, a financial advisor can help residents navigate the ups and downs of this volatile sector. Additionally, with a median household income of $43,000, many residents may struggle to save for retirement or emergencies. A financial advisor can help create a personalized savings plan and provide guidance on investment options. Furthermore, with the cost of living in Elkhart being 15% lower than the national average, residents may be tempted to overspend on non-essential items. A financial advisor can provide budgeting tips and help prioritize spending to ensure financial stability. Overall, a financial advisor can be an invaluable resource for Elkhart residents looking to secure their financial future.

Mortgage Loan Officer

Residents of Elkhart, IN would benefit from the expertise of a mortgage loan officer in several ways. For instance, the officer can assist first-time homebuyers in navigating the complex process of securing a mortgage loan. With the city's median home value of $109,300, which is significantly lower than the national average, many residents may be looking to purchase their first homes. Additionally, the loan officer can offer guidance on the various mortgage options available to residents, including fixed-rate, adjustable-rate, and government-backed loans. Given Elkhart's diverse population, with a significant number of Hispanic and Latino residents, a bilingual loan officer can help bridge the language barrier and provide equal access to mortgage information and resources. Furthermore, with the city's history of economic struggles, a mortgage loan officer can help residents with less-than-perfect credit scores find ways to improve their creditworthiness and qualify for a mortgage loan.

Tax Services

Elkhart, IN is a city that is heavily reliant on manufacturing, particularly in the RV industry. As such, residents of Elkhart would greatly benefit from the expertise of a tax advisor. A tax advisor can assist individuals in navigating the complex tax code and ensuring that they are taking advantage of all applicable deductions and credits. This is especially important for residents of Elkhart, as the city has a high poverty rate and many individuals may not be aware of the various tax breaks available to them. Additionally, a tax advisor can provide guidance on how to properly report income from seasonal or temporary work, which is common in the RV industry. With the help of a tax advisor, residents of Elkhart can maximize their tax savings and ensure that they are in compliance with all applicable tax laws.

Estate Planning Lawyer

Residents of Elkhart, IN can benefit from an estate planning lawyer in a multitude of ways. One specific example is the inclusion of a trust in their estate plan. Given that Elkhart is home to a significant number of RV manufacturers, many residents may have amassed substantial wealth through the industry. A trust can help protect those assets and ensure they are distributed according to the individual's wishes. Additionally, an estate planning lawyer can assist with healthcare directives, ensuring that medical decisions are made in accordance with the individual's wishes in the event of incapacity. Furthermore, with the ever-changing tax laws, an estate planning lawyer can help residents navigate the complexities of estate taxes and minimize the tax burden on their loved ones. Overall, the assistance of an estate planning lawyer can provide peace of mind and security for residents of Elkhart, IN, ensuring that their assets and wishes are protected and carried out according to their desires.

Elkhart, IN Financial Resources

Elkhart, IN Chamber of Commerce

https://www.elkhart.org/

Elkhart, IN City Hall

https://elkhartindiana.org/

Elkhart, IN Public Library

https://www.myepl.org/

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Elkhart, IN can provide a range of services to help individuals and families manage their wealth effectively. These services may include investment management, retirement planning, estate planning, tax planning, and more. One specific aspect of wealth management in Elkhart, IN is the focus on the local community and economy. Elkhart is known for its strong manufacturing sector, with companies like Thor Industries and Forest River headquartered in the area. A skilled wealth manager can help clients invest in these local companies and other businesses, while also taking advantage of national and global opportunities. With burstiness and complexity, the wealth manager can provide customized solutions that align with each client's unique financial goals and objectives. By leveraging their expertise and knowledge of the local market, they can help clients build and protect their wealth over the long term.

Elkhart, IN is the perfect place to find a wealth manager because of its thriving economy and diverse financial landscape. The city is home to a plethora of businesses, ranging from small startups to large corporations, which means that there are ample opportunities for investment and growth. Additionally, Elkhart's financial institutions are well-established and offer a wide range of financial products and services, making it easy for wealth managers to create customized investment portfolios for their clients. Moreover, Elkhart's wealth managers are highly skilled and experienced, with a deep understanding of the local economy and investment opportunities. With their expertise and knowledge, they can help clients navigate the complex financial landscape and make informed investment decisions that will yield long-term returns. Overall, Elkhart, IN is the best place to find a wealth manager who can help you achieve your financial goals and secure your financial future.