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Map of Notre Dame, IN

Financial Planning Consultants in Notre Dame, IN

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1. Healy Group

Healy Group

17535 Generations Dr, South Bend, IN 46635

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

From Business: Established in 1976, The Healy Group is an independent financial consulting firm that develops insurance coverage policies for individuals and businesses. It offers group…

YP
39 Years
in Business

4. Creative Financial Planning Advisors Inc

Creative Financial Planning Advisors Inc

914 Lincoln Way W, South Bend, IN 46616

OPEN 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
42 Years
in Business

5. Creative Financial Planning Advisors Inc

Creative Financial Planning Advisors Inc

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

OPEN NOW:9:00 am - 5:00 pm
YP
42 Years
in Business

11. Resources Planning Group

Resources Planning Group

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

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

14. Dueringer Richard Financial Management

Dueringer Richard Financial Management

202 Dr Martin Luther King Jr Dr S, South Bend, IN 46601

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

16. Diversified Planning

Diversified Planning

216 S Taylor St, South Bend, IN 46601

OPEN NOW:9:00 am - 5:00 pm
YP
38 Years
in Business

17. 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
102 Years
in Business

18. Fidelity Investments

Fidelity Investments

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

OPEN NOW:8:30 am - 5:00 pm

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…

19. 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
102 Years
in Business

20. Douglas Gehrke - Financial Advisor, Ameriprise Financial Services

Douglas Gehrke - Financial Advisor, Ameriprise Financial Services

511 E Colfax Ave, South Bend, IN 46617

OPEN NOW:9:00 am - 7:00 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…

21. TIAA Financial Services

TIAA Financial Services

1251 N Eddy St, South Bend, IN 46617

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

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…

22. Simon, William

Simon, William

100 N Michigan St, South Bend, IN 46601

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

From Business: Welcome to Merrill Lynch in South Bend, IN. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

23. Ruthrauff, James

Ruthrauff, James

100 N Michigan St, South Bend, IN 46601

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

From Business: Welcome to Merrill Lynch in South Bend, IN. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

24. Kahn, Matthew

Kahn, Matthew

100 N Michigan St, South Bend, IN 46601

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

From Business: Welcome to Merrill Lynch in South Bend, IN. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

25. Nierzwicki, Elizabeth

Nierzwicki, Elizabeth

100 N Michigan St, South Bend, IN 46601

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

From Business: Welcome to Merrill Lynch in South Bend, IN. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

26. Adams, Christopher

Adams, Christopher

100 N Michigan St, South Bend, IN 46601

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

From Business: Welcome to Merrill Lynch in South Bend, IN. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

27. Fred, Michael

Fred, Michael

100 N Michigan St, South Bend, IN 46601

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

From Business: Welcome to Merrill Lynch in South Bend, IN. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

28. Heinze, Stephanie

Heinze, Stephanie

100 N Michigan St, South Bend, IN 46601

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

From Business: Welcome to Merrill Lynch in South Bend, IN. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

29. 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…

30. Matthew Grabner, CFP®

Matthew Grabner, CFP®

110 S Main St, South Bend, IN 46601

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

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…