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Map of Notre Dame, IN

Financial Planners in Notre Dame, IN

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1. Creative Financial Planning Advisors Inc

Creative Financial Planning Advisors Inc

914 Lincoln Way W, South Bend, IN 46616

CLOSED NOW:9:30 am - 5:00 pm

From Business: Creative Financial Planning Advisors, Inc., is a Registered Investment Advisor firm. We offer income tax and investment advisory services, asset management and personal income…

YP
43 Years
in Business

2. Shirley Myers - Financial Advisor, Ameriprise Financial Services

Shirley Myers - Financial Advisor, Ameriprise Financial Services

511 E Colfax Ave, South Bend, IN 46617

CLOSED NOW:9:00 am - 5:00 pm

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…

3. Scott Smith - Private Wealth Advisor, Ameriprise Financial Services

Scott Smith - Private Wealth Advisor, Ameriprise Financial Services

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

CLOSED NOW:8:30 am - 6:00 pm

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…

4. Melissa Eikens - Financial Advisor, Ameriprise Financial Services

Melissa Eikens - Financial Advisor, Ameriprise Financial Services

800 E Jefferson Blvd, South Bend, IN 46617

CLOSED NOW:9:00 am - 4:00 pm

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…

6. Neeser Insurance and Financial Solutions

Neeser Insurance and Financial Solutions

224 W Colfax Ave Ste 200, South Bend, IN 46601

CLOSED NOW:8:00 am - 5:00 pm
YP
38 Years
in Business

7. Complete Financial Solutions

Complete Financial Solutions

17636 State Road 23 Suite 100, South Bend, IN 46635

CLOSED NOW:8:00 am - 6:00 pm

8. Imagine Financial

Imagine Financial

130 S Main St # 200, South Bend, IN 46601

CLOSED NOW:9:00 am - 5:00 pm
YP
2 Years
in Business

10. 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

11. Fidelity Investments

Fidelity Investments

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

CLOSED NOW:Closed

From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…

12. Edward Jones - Financial Advisor: Jerry L Hunt, AAMS™

Edward Jones - Financial Advisor: Jerry L Hunt, AAMS™

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

CLOSED NOW:8:00 am - 4:00 pm

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

13. Rodney Jacobs - Private Wealth Advisor, Ameriprise Financial Services

Rodney Jacobs - Private Wealth Advisor, Ameriprise Financial Services

511 E Colfax Ave, 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…

14. Phil Hamand - Old National Investments

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…

15. Lisa Sharpe - Financial Advisor, Ameriprise Financial Services

Lisa Sharpe - Financial 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…

16. Abigail Clark, Bankers Life Agent

Abigail Clark, Bankers Life Agent

100 E Wayne St Ste 150, South Bend, IN 46601

CLOSED NOW:9:00 am - 5:00 pm

From Business: With a history dating back to 1879, Bankers Life provides a broad selection of life insurance and health insurance products designed especially for Americans who are near or in…

18. Resources Planning Group

Resources Planning Group

328 N Dr Martin Luther King Jr Blvd Ste 201, South Bend, IN 46601

CLOSED NOW:9:00 am - 5:00 pm

21. Stifel

Stifel

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

CLOSED NOW:6:30 am - 6:00 pm

22. Carmichael Kevin

Carmichael Kevin

53846 Generations Dr, South Bend, IN 46635

CLOSED NOW:8:00 am - 4:30 pm

23. Creative Financial Planning Advisors Inc

Creative Financial Planning Advisors Inc

112 W Jefferson Blvd Ste 601, South Bend, IN 46601

CLOSED NOW:9:00 am - 5:00 pm
YP
43 Years
in Business

24. Annuity General

Annuity General

Serving the Notre Dame Area

OPEN 24 HOURS

From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…

25. Bruce Mc Court - Private Wealth Advisor, Ameriprise Financial Services

Bruce Mc Court - Private Wealth Advisor, Ameriprise Financial Services

3340 Hickory Rd, Mishawaka, IN 46545

CLOSED NOW:8:00 am - 5:00 pm

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…

26. Steven Null - Associate Financial Advisor, Ameriprise Financial Services

Steven Null - Associate Financial Advisor, Ameriprise Financial Services

3340 Hickory Rd, Mishawaka, IN 46545

CLOSED NOW:8:00 am - 5:00 pm

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. William Brucken - Associate Financial Advisor, Ameriprise Financial Services

William Brucken - Associate Financial Advisor, Ameriprise Financial Services

3340 Hickory Rd, Mishawaka, IN 46545

CLOSED NOW:8:00 am - 5:00 pm

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. Tammy Dickson - Thrivent

Tammy Dickson - Thrivent

1657 Commerce Dr Ste 10B, South Bend, IN 46628

CLOSED NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Tammy Dickson is committed to providing financial advice,…

29. Cheryl Avery - Thrivent

Cheryl Avery - Thrivent

1657 Commerce Dr Ste 10B, South Bend, IN 46628

CLOSED NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Cheryl Avery is committed to providing financial advice,…

30. Camp Wealth Management

Camp Wealth Management

3835 Edison Lakes Pkwy #300, Mishawaka, IN 46545

CLOSED NOW:9:00 am - 4:00 pm

From Business: Edward's Philosophy I believe in a comprehensive approach to financial planning and I'm a firm believer in diversification. As an independent financial planner, I am not…

YP
35 Years
in Business