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State DirectoryInvestment Management in Lapaz, IN
1. Kuhn Dillon Umbaugh
2901 Miller Dr Ste B, Plymouth, IN 46563
2. Randy Lemert
449 Liberty St, Walkerton, IN 46574
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.…
3. Edward Jones - Financial Advisor: Bob Borlik
119 N Main St, North Liberty, IN 46554
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…
4. Edward Jones - Financial Advisor: Cristy Keller
560 N Oak Dr, Plymouth, IN 46563
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…
5. 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…
6. 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…
7. Russell Shartzer - Financial Advisor, Ameriprise Financial Services
401 E Jefferson St Ste 100, Plymouth, IN 46563
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…
8. Douglas Gehrke - Financial Advisor, Ameriprise Financial Services
859 Lincolnway E Ste 100, Plymouth, IN 46563
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…
9. Financial Freedom Educational Center
3222 Mishawaka Ave, South Bend, IN 46615
From Business: 1. Eliminate your debt in 1/2 to 1/3 the time without refinancing or increasing your PAYMENTS. 2. Turn your debt into wealth and create a personal Family bank. 3. Leave a TAX…
10. Indiana Trust Wealth Management
4045 Edison Lakes Pkwy, Mishawaka, IN 46545
From Business: •We are an independent, single-purpose financial institution providing objective, unbiased advice. •As an employee-owned company, we are committed to an investment in the…
12. Harbor Springs Financial Management
202 S Michigan St Ste 903, South Bend, IN 46601
15. Indiana Trust Wealth Management
4045 Edison Lakes Pkwy, Mishawaka, IN 46545
From Business: •We are an independent, single-purpose financial institution providing objective, unbiased advice. •As an employee-owned company, we are committed to an investment in the…
16. Edward Jones - Financial Advisor: Trevor Shields
253 W Market St Ste A, Nappanee, IN 46550
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…
17. 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…
18. Flagstar Bank
4400 Miami St, South Bend, IN 46614
From Business: At Flagstar, the success with our customers starts with our people. The expertise and personal dedication of our team are the factors that allow us to excel. That is why we set…
19. Paul Schaefer, CFP®, ChFC, CLU
1930 E Ireland Rd, South Bend, IN 46614
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…
20. Scott Smith - Private Wealth Advisor, Ameriprise Financial Services
205 W Jefferson Blvd Ste 502, South Bend, IN 46601
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…
21. Matthew Grabner, CFP®
110 S Main St, South Bend, IN 46601
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…
22. Waylon Peterson, CFP®
110 S Main St, South Bend, IN 46601
From Business: I've helped a great number of people make sound financial decisions that have stood the test of time while maintaining consistency with their individual comfort level and…
23. Phil Hamand - Old National Investments
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…
24. Melissa Eikens - Financial Advisor, Ameriprise Financial Services
800 E Jefferson Blvd, South Bend, IN 46617
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…
25. Jennifer Wagnerowski, CFP®, CDFA®
133 E Mckinley Ave, Mishawaka, IN 46545
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 Everwise Investment Services, my job is…
26. Bruce Mc Court - Private Wealth Advisor, Ameriprise Financial Services
3340 Hickory Rd, Mishawaka, IN 46545
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…
27. Steven Null - Associate Financial Advisor, Ameriprise Financial Services
3340 Hickory Rd, Mishawaka, IN 46545
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…
28. Steve Pischalko - Financial Advisor, Ameriprise Financial Services
515 Park Place Cir Ste 300, Mishawaka, IN 46545
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…
29. Mitchell Semans - Associate Financial Advisor, Ameriprise Financial Services
12 W Davis St, Hamlet, IN 46532
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…
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