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State DirectoryFinancial Planners in South Bend, IN
1. Creative Financial Planning Advisors Inc
914 Lincoln Way W, South Bend, IN 46616
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…
2. Douglas Gehrke - Financial 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…
3. 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…
4. 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…
5. 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…
6. 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…
7. 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…
8. Cheryl Avery - Thrivent
1657 Commerce Dr Ste 10B, South Bend, IN 46628
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,…
9. 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…
10. Neeser Insurance and Financial Solutions
224 W Colfax Ave Ste 200, South Bend, IN 46601
12. Imagine Financial
130 S Main St # 200, South Bend, IN 46601
14. Complete Financial Solutions
17636 State Road 23 Suite 100, South Bend, IN 46635
15. Mutual Bank
2850 Cleveland Rd, South Bend, IN 46628
Wheelchair accessible16. 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…
17. Edward Jones - Financial Advisor: Lindsey Downey
5838 W Brick Rd Ste 105, South Bend, IN 46628
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. Edward Jones - Financial Advisor: Jerry L Hunt, AAMS™
212 E Lasalle Ave Ste 120, South Bend, IN 46617
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…
19. 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…
20. 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…
21. Fidelity Investments
1234 N Eddy St Ste 124, South Bend, IN 46617
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…
22. Resources Planning Group
328 N Dr Martin Luther King Jr Blvd Ste 201, South Bend, IN 46601
