Wealth Management in New Castle, IN

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List of Firms

New Castle, IN Wealth Management Firms

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Realty Wealth Advisors
4 out of 5
Location 11521 Fishers Dr, Fishers, IN 46038, USA
Phone (317) 663-8485
Language http://www.realtywealthadvisors.com/
Directions
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Eagle Bluffs Wealth Management
SEC File# 801-120565
CRD# 306311
Location 2201 Old 63 S, Columbia, MO 65201, USA
Phone (573) 507-9084
Language http://www.eaglebluffs.com/
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 – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Pinnacle Rei Group
4 out of 5
Location 3900 S Main Street Rd, New Castle, IN 47362, USA
Phone (800) 604-8029
Language http://www.pinnaclereigroup.com/
Directions
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Specialty Wealth & Financial
Location 38 Baldwin St, Newcastle, ON L1B 1H1, Canada
Phone (888) 388-3114
Language http://www.specialtywealth.com/
Directions
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Capital A Wealth Management
SEC File# 801-107319
CRD# 282580
5 out of 5
Location 312 N Jefferson St, New Castle, PA 16101, USA
Phone (724) 658-4211
Language http://www.capitalainvestments.com/
Directions
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Mattern Wealth Management
SEC File# 801-116993
CRD# 304520
Location 1811 Wakarusa Dr STE 103, Lawrence, KS 66047, USA
Phone (785) 842-7680
Language http://www.matternwealth.com/
Directions
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Ray Wealth Management
5 out of 5
Location 1589 Burton Ln, Martinsville, IN 46151, USA
Phone (765) 315-0503
Language http://www.raywealthmanagement.com/
Directions
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Janney Montgomery Scott LLC
SEC File# 801-7258
CRD# 463
Location 101 Nesbitt Rd Suite 100, New Castle, PA 16105, USA
Phone (724) 656-4400
Language https://www.janney.com/?utm_medium=yext&utm_source=gmb
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
Directions
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The Volrath Castle Group - Morgan Stanley
Location 4300 E 53rd St Ste 300, Davenport, IA 52807, USA
Phone (563) 344-4300
Language https://advisor.morganstanley.com/the-volrath-castle-group?y_source=1_MTEzMTM1NjAtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
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Storehouse Investments LLC
Location 3021 Wilmington Rd, New Castle, PA 16105, USA
Phone (724) 202-6900
Language http://www.storehouseinvestments.net/
Directions
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Swarthmore Financial Services
Location 15 Reads Way #210, New Castle, DE 19720, USA
Phone (302) 325-0700
Directions
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Ameriprise Financial
SEC File# 801-111055
CRD# 158043
Location 224 W Northview Ave, New Castle, PA 16105, USA
Directions
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Centerpiece Wealth Advisors
SEC File# 801-80620
CRD# 140299
Location 115 Wilcox St Suite 220, Castle Rock, CO 80104, USA
Phone (720) 642-6610
Language https://www.centerpiecewealthadvisors.com/
Directions
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SA Stone Wealth Management Inc.
1 out of 5
Location 2 Perimeter Park S #500w, Birmingham, AL 35243, USA
Phone (888) 404-2941
Language http://www.saswealth.com/
Directions
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Citizens State Bank
4 out of 5
Location 1238 Broad St, New Castle, IN 47362, USA
Phone (765) 529-5450
Language https://www.mycsbin.com/new-castle-banking-centers
Directions
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Citizens State Bank
2 out of 5
Location 1726 S Memorial Dr, New Castle, IN 47362, USA
Phone (765) 521-6611
Language https://www.mycsbin.com/new-castle-banking-centers
Directions
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Crown Haven Wealth Advisors
5 out of 5
Location 11555 N Meridian St Suite #560, Carmel, IN 46032, USA
Phone (317) 434-8095
Language http://crownhaven.com/?utm_campaign=gmb
Directions
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Treloar & Heisel Wealth Management
SEC File# 801-80386
CRD# 173194
Location 134 E Washington St, New Castle, PA 16101, USA
Phone (800) 300-2451
Language http://treloaronline.com/
Directions
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Windsor Wealth Management
SEC File# 801-28534
CRD# 105279
4 out of 5
Location 500 E 96th St Suite 450, Indianapolis, IN 46240, USA
Phone (317) 848-3005
Language https://www.windsorwealth.com/
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 1960 S Memorial Dr, New Castle, IN 47362, USA
Phone (765) 529-9395
Language http://www.edwardjones.com/
Directions
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AE Wealth Management, LLC
SEC File# 801-107319
CRD# 282580
Location 2950 SW McClure Rd, Topeka, KS 66614, USA
Phone (866) 363-9595
Language https://aewealthmanagement.com/
Directions
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STAR Financial Bank
3 out of 5
Location 403 Parkview Dr, New Castle, IN 47362, USA
Phone (765) 593-5100
Language https://www.starfinancial.com/
Directions
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Atlas Collection Inc
1 out of 5
Location 7701 W Kilgore Ave, Yorktown, IN 47396, USA
Phone (765) 289-2114
Language http://www.atlascollections.net/
Directions
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Shore & Co PC
SEC File# 801-112736
CRD# 121764
Location 412 S Main St, New Castle, IN 47362, USA
Phone (765) 521-4541
Language http://www.shoreco.com/
Directions
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Southwestern Investment Group
4 out of 5
Location 801 Crescent Centre Dr #600, Franklin, TN 37067, USA
Phone (615) 861-6100
Language https://www.swinvestmentgroup.com/
Directions
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Polston Management
5 out of 5
Location 2020 N Ralph St, New Castle, IN 47362, USA
Phone (765) 521-8284
Directions
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Gettings Financial Group
Location 1410 Wilmington Rd, New Castle, PA 16105, USA
Phone (724) 656-4930
Directions
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Buckingham Strategic Wealth
SEC File# 801-67640
CRD# 143323
Location 2599 Wilmington Rd, New Castle, PA 16105, USA
Phone (724) 200-7540
Language https://buckinghamstrategicwealth.com/locations/new-castle/
Directions
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Primerica
4 out of 5
Location 700 S Memorial Dr, New Castle, IN 47362, USA
Phone (765) 593-0327
Language http://www.primerica.com/wendellkeesling
Directions
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Bartlett Wealth Management | Cincinnati
5 out of 5
Location 600 Vine St # 2100, Cincinnati, OH 45202, USA
Phone (513) 621-4612
Language https://bartlett1898.com/
Directions
Wealth Management in New Castle, IN

Where Wealth Management Advisors in New Castle, IN Serve

New Castle, IN is a vibrant city located in Henry County, Indiana. This charming city is home to a plethora of landmarks that are worth exploring. From the historic Henry County Courthouse to the beautiful New Castle Fieldhouse, there is something for everyone in this city. In terms of top employers, New Castle is home to several major companies like Chrysler, Walmart, and Indiana University Health. These companies provide ample job opportunities for residents and contribute significantly to the local economy. The city is well-connected to the rest of the state via major highways like I-70 and State Road 3. These highways make it easy for commuters to travel to nearby cities like Indianapolis and Richmond. New Castle is also home to several unique neighborhoods, each with its own distinct character. From the historic downtown area to the peaceful neighborhoods like Westwood and Glen Oaks, there is a neighborhood for everyone in this city. Overall, New Castle, IN is a city that is full of life and energy.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of New Castle, IN would benefit from a bank in numerous ways. For starters, a bank can provide financial assistance to those who are looking to purchase a home in the area. This is particularly important in New Castle, IN because the city has a rich history of beautiful, historic homes that are often in need of restoration. In addition, a bank can offer loans to small business owners who are looking to start or expand their business in the city. This is especially important in New Castle, IN because the city has a strong manufacturing base and is home to many small businesses. Furthermore, a bank can provide residents with access to financial planning services, which can help them to better manage their money and plan for their future. This is crucial in New Castle, IN because the city has a high poverty rate and many residents struggle to make ends meet. Overall, a bank can play a vital role in helping residents of New Castle, IN to achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of New Castle, IN can benefit greatly from the services of an insurance broker. These professionals have the knowledge and expertise to help individuals and families find the right insurance policies to fit their unique needs and circumstances. For example, in New Castle, IN, where severe weather events such as tornadoes and hailstorms are not uncommon, an insurance broker can help residents find comprehensive homeowners insurance policies that provide adequate coverage for storm damage. Additionally, an insurance broker can assist with finding affordable and comprehensive health insurance plans, which can be particularly important for residents of New Castle, IN, where the poverty rate is higher than the national average. With the help of an insurance broker, residents of New Castle, IN can ensure that they are protected and prepared for whatever life may throw their way.

Retirement Planning

Residents of New Castle, IN can greatly benefit from the services of a retirement planner. With the city's population aging, a retirement planner can provide invaluable assistance in helping residents plan for their future. Specifically, a retirement planner can help New Castle residents navigate the complexities of Social Security and Medicare, ensuring they receive the maximum benefits they are entitled to. Additionally, a retirement planner can help residents develop a comprehensive retirement plan that takes into account their unique financial situation, including any pension or retirement benefits they may be entitled to from their employer. By working with a retirement planner, New Castle residents can rest assured that they are prepared for the future and can enjoy their retirement years with confidence.

Financial Advisor

Residents of New Castle, IN can benefit greatly from the guidance of a financial advisor. With a population of just over 17,000, this small city is home to a diverse range of individuals with unique financial needs and goals. A skilled advisor can help residents navigate the complexities of retirement planning, investment management, and debt reduction. Furthermore, with the recent closure of several major employers in the area, many residents may be facing unexpected financial challenges. A financial advisor can provide valuable insight and support during these difficult times, helping residents to make informed decisions and secure their financial futures. Whether it's developing a personalized savings plan or creating a comprehensive estate plan, a financial advisor can offer the expertise and guidance needed to achieve financial success in New Castle, IN.

Mortgage Loan Officer

Residents of New Castle, IN could greatly benefit from the expertise of a mortgage loan officer. With the city's population of approximately 17,000, many individuals and families may be looking to purchase their first home or refinance an existing mortgage. A skilled loan officer can guide residents through the complex process of securing a loan, ensuring they receive the best possible terms and interest rates. Additionally, New Castle has a rich history and is home to many unique and historic properties. A knowledgeable loan officer can help residents navigate the requirements and restrictions that may come with purchasing a historic home, such as obtaining necessary permits and meeting preservation guidelines. By working with a mortgage loan officer, residents can feel confident in their home-buying decisions and secure a bright future for themselves and their families.

Tax Services

Residents of New Castle, IN could benefit from the expertise of a tax advisor in a multitude of ways. For instance, a tax advisor could help residents navigate the often-complex tax laws and regulations specific to Indiana, including state and local taxes. Additionally, they could provide guidance on tax deductions and credits that are unique to New Castle, such as the Indiana Historic Rehabilitation Tax Credit for residents who own historic properties in the city. Furthermore, a tax advisor could assist residents in planning for their financial future by providing advice on retirement savings plans, estate planning, and investment strategies that are tailored to the unique needs and goals of New Castle residents. By partnering with a tax advisor, residents of New Castle can ensure that they are making informed financial decisions and maximizing their tax savings.

Estate Planning Lawyer

Residents of New Castle, IN can greatly benefit from the services of an estate planning lawyer. In this city, where the median age is 40 years old, having a comprehensive estate plan is crucial. An estate planning lawyer can help residents create wills, trusts, and other legal documents that ensure their assets are distributed according to their wishes. Additionally, they can assist in setting up healthcare directives and powers of attorney, which are especially important for the aging population of New Castle. With an estate planning lawyer's help, residents can also minimize taxes and avoid probate, which can be a lengthy and expensive process. Overall, working with an estate planning lawyer can provide peace of mind for New Castle residents, knowing that their legacy and loved ones are protected.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in New Castle, IN can provide a range of financial services to clients seeking to optimize their wealth. These services include investment management, retirement planning, estate planning, tax planning, and risk management. With over 20,000 residents, New Castle, IN is a bustling city with a diverse population that requires a tailored approach to wealth management. Wealth managers in this city can provide expertise in navigating the unique financial landscape of the area, which includes a mix of industries such as healthcare, manufacturing, and education. By leveraging their knowledge of local regulations and market trends, wealth managers in New Castle can help clients achieve their financial goals and secure their financial future.

New Castle, IN is undoubtedly the best place to get a wealth manager. With its rich history and vibrant community, this city offers a unique blend of opportunities for those who seek to grow their wealth. One of the most compelling reasons to choose New Castle for your wealth management needs is its robust financial industry. The city is home to a plethora of highly skilled and experienced wealth managers, who are well-versed in the latest investment strategies and financial planning techniques. Moreover, New Castle boasts a diverse economy, which means that wealth managers here have a wealth of investment options to choose from. Whether you're interested in real estate, stocks, or mutual funds, there's no shortage of opportunities to grow your wealth in this bustling city. So if you're looking for a wealth manager who can help you achieve your financial goals, look no further than New Castle, IN.