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State DirectoryInvestment Advisory Service in Osceola, IN
1. Edward Jones - Financial Advisor: Jon Rolon
10775 Mckinley Hwy, Osceola, IN 46561
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. 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…
8. 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 TCU, my job is to help you, wherever…
9. 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…
10. David Kotecki - Private Wealth 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…
11. United Capital Financial Adviors
300 Nibco Pkwy, Elkhart, IN 46516
From Business: Acting as a partner in your corner, our advisors build a strategy with your values, priorities and beliefs at the centerbacked by the power of Goldman Sachs.
12. PNC Private Bank
310 W Mckinley Ave, Mishawaka, IN 46545
From Business: PNC Private Bank offers advice and solutions to help individuals, families and business owners grow and manage their short-term and long-term wealth needs.
13. Polaski Jones & Associates
4440 Edison Lakes Pkwy, 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…
14. Morgan, Michael W
229 Red Coach Dr, Mishawaka, IN 46545
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…
15. Forsyth, Bret J
3305 Grape Rd, Mishawaka, IN 46545
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…
16. Powers, Nicholas Raymond
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…
17. Null, Steven
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…
18. Caela Mavracic
201 County Road 6 W, Elkhart, IN 46514
From Business: Working together, I can help you create a strategy geared toward meeting your key financial goals. We can start small and grow or evaluate and build upon your existing…
19. Wells, Chris, CFP
15615 State Road 23, Granger, IN 46530
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…
20. David Bruneel - Old National Bank
7030 Heritage Square Dr, Granger, IN 46530
From Business: David Bruneel - Old National Bank serves the Granger area with a personal approach to helping you protect and grow your financial legacy. As part of our team of experts, David…
21. Steve Spivey, CFP
13050 State Road 23, Granger, IN 46530
From Business: For most people, achieving and maintaining financial strength is a lifetime goal. It involves planning, preparation, performance and follow-through at all three stages of the…
22. 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…
23. Hubner, Steve
1216 Lincoln Way E, South Bend, IN 46601
From Business: As an Allstate Agent in South Bend, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding…
24. Eikens, Melissa
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. Myers, Shirley
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…
26. Walling, Alan, AGT
100 E Wayne St, South Bend, IN 46601
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…
27. 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…
28. Simon, William
100 N Michigan St, South Bend, IN 46601
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. Ruthrauff, James
100 N Michigan St, South Bend, IN 46601
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…
30. Kahn, Matthew
100 N Michigan St, South Bend, IN 46601
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…