Investment Securities in Lakeville, IN

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2. TIAA Financial Services

TIAA Financial Services

1251 N Eddy St, South Bend, IN 46617

CLOSED NOW:

From Business: Our wealth management advisors in TIAAs South Bend, IN office are available to help clients achieve their financial goals by planning for lifelong income, saving for…

7. Edward Jones - Financial Advisor: Bob Borlik

Edward Jones - Financial Advisor: Bob Borlik

119 N Main St, North Liberty, IN 46554

CLOSED NOW:

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

8. Edward Jones - Financial Advisor: Jonn Shaver

Edward Jones - Financial Advisor: Jonn Shaver

212 E Lasalle Ave Ste 120, South Bend, IN 46617

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

9. Edward Jones - Financial Advisor: Patrick M Spence

Edward Jones - Financial Advisor: Patrick M Spence

618 Roosevelt Rd, Walkerton, IN 46574

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

10. Edward Jones - Financial Advisor: Larry Piotrowski

Edward Jones - Financial Advisor: Larry Piotrowski

618 Roosevelt Rd, Walkerton, IN 46574

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

11. Thomas, Sunu G

Thomas, Sunu G

505 E Ireland Rd, South Bend, IN 46614

CLOSED NOW:

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

12. Paul Schaefer, CFP, ChFC, CLU

Paul Schaefer, CFP, ChFC, CLU

1930 E Ireland Rd, South Bend, IN 46614

CLOSED NOW:

From Business: My highest priority is helping you reach your financial goals by carefully developing a plan that aligns with your specific needs, experience and time horizon. Regardless of…

13. Nielsen, Austin P

Nielsen, Austin P

118 W Plymouth St, Bremen, IN 46506

CLOSED NOW:

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

14. Smith & Associates - Ameriprise Financial Services

Smith & Associates - Ameriprise Financial Services

205 W Jefferson Blvd Ste 502, South Bend, IN 46601

CLOSED NOW:Closed

From Business: At Smith & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…

15. Matthew Grabner, CFP

Matthew Grabner, CFP

110 S Main St, South Bend, IN 46601

CLOSED NOW:

From Business: Helping you reach your financial goals by carefully developing a plan that aligns with your specific needs, experience and time horizon, is both an honor and my highest…

16. Jeneen Crane, CFP

Jeneen Crane, CFP

110 S Main St, South Bend, IN 46601

CLOSED NOW:

From Business: There are a lot of options for your retirement, but the first step is to develop a strategy. As a financial services representative, my job is to help you, at whatever stage…

17. Phil Hamand - Old National Wealth Advisors

Phil Hamand - Old National Wealth Advisors

130 S Michigan St, South Bend, IN 46601

From Business: Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer Member FINRA/ SIPC (finra.org/sipc.org). Insurance…

18. Eikens, Melissa

Eikens, Melissa

800 E Jefferson Blvd, South Bend, IN 46617

CLOSED NOW:

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

19. Randy Lemert

Randy Lemert

449 Liberty St, Walkerton, IN 46574

CLOSED NOW:

From Business: I am committed to helping you achieve your financial goals through planning and analysis. My focus is helping school employees live securely in their well-deserved retirement.…

20. Jennifer Wagnerowski, CFP, Cdfa

Jennifer Wagnerowski, CFP, Cdfa

133 E Mckinley Ave, Mishawaka, IN 46545

CLOSED NOW:

From Business: There are a lot of options for your retirement, but the first step is to develop a strategy. As a financial services representative with TCU, my job is to help you, wherever…

21. Fidelity Investments

Fidelity Investments

1234 N Eddy St Ste 124, South Bend, IN 46617

CLOSED NOW:Closed

From Business: Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning…

25. Stifel

Stifel

202 S Michigan St Ste 900, South Bend, IN 46601

CLOSED NOW:9:00 am - 2:00 pm

26. The Foundry

The Foundry

1233 N Eddy St Ste 106, South Bend, IN 46617

CLOSED NOW:10:00 am - 5:00 pm
YP
16 Years
in Business

We found 65 results for Investment Securities in or near Lakeville, IN.They also appear in other related business categories including Financial Planning Consultants, Financial Services, and Investment Advisory Service. 3 of these businesses have an A/A+ BBB rating. 2 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including and Northeast South Bend.