Best Financial Advisors in South Bend, IN

The highest-rated Financial Planning & Wealth Management companies out of 164 vetted & reviewed in the South Bend area.

Oasis Financial

Oasis Financial

What's New in Taxes, Business Bio, Tax Organizer
“Dan is a native of South Bend, Indianawho majored in Accounting at the University of Notre Dame, and also has an MBA from Indiana University with a concentration in Finance. He is a CPA licensed in Indiana and also holds securities licenses. Tax Prep...”
Licensed, BBB Rating: A+
In Business Since 2008
17903 IN-23, South Bend, IN
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Andrew Weiss - Knights of Columbus

Andrew Weiss - Knights of Columbus

(24)
  • Retirement
  • Planning
  • Insurance
“He quickly helped me walk through my financials, pointing out the areas we are doing well with and he made on target recommendations to help us as we work toward our retirement goals.”
In Business Since 2019
1400 E Angela Blvd Suite 250, South Bend, IN
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Amazing Financial

Amazing Financial

(6)
“The most fast & reliable service you can invest too amazing work!”
In Business Since 2021
814 E Lasalle Ave, South Bend, IN
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Valor Partners

Valor Partners

(11)
Vita IRS Partner, Human Resources, Payroll
“I searched a long time and went through many different accounting service providers for both my business and personal needs and no other service provider even came close!”
In Business Since 2017
1028 E Colfax Ave, South Bend, IN
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Catanzarite Financial Services

Catanzarite Financial Services

(3)
  • Goals
“Even though we moved out of state, we are still working with Joe via Zoom, phone, and email to manage our finances.”
In Business Since 2014
330 S 35th St, South Bend, IN
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Private Member Group

Private Member Group

(1)
“Great investment company.”
In Business Since 2022
2025 Edison Rd Suite A, South Bend, IN
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Corporate Investment International

Corporate Investment International

“The due diligence period is used by you to review all aspects of the business - not only the financial aspects of the target business, but competition, changes in market dynamics, available financing, and all other issues that should be considered in...”
Offers Financing Options
In Business Since 2011
211 W Washington St, South Bend, IN
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Calleros Financial Group

Calleros Financial Group

In Business Since 2019
Innovation Park, 1400 E Angela Blvd, South Bend, IN
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Golden Years Financial Advisors

Golden Years Financial Advisors

In Business Since 2015
614 E Ireland Rd, South Bend, IN
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Financial Resource Group

Financial Resource Group

Joseph F. Canarecci, Tell A Friend, Services Offered
“We are licensed to sell insurance products in the following states: Alabama, Arizona, Florida, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, New York, Ohio, Oregon, Pennsylvania, Texas and Washington.”
Remote Consultations Available
Licensed, BBB Rating: A+
In Business Since 2004
Accepts All Major Credit Cards
3120 Hickory Rd, Mishawaka, IN
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Camp Wealth Management

Camp Wealth Management

(4)
Articles, Calculators, Newsletters
“This Financial Advisor has exceeded my expectations in every way possible in providing highly skilled and professional advice in setting up short term and long term financial goals.”
Accepts All Major Credit Cards
In Business Since 1995
3835 Edison Lakes Pkwy #300, Mishawaka, IN
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The Patzer Group Wealth Management

The Patzer Group Wealth Management

Calculators, Articles, Newsletters
“The Patzer Group Wealth Management dedicates its professional resources to help preserve individual and family wealth. At the Patzer Group, we are committed to developing strategies that best meet the needs and goals of clients far into the future. W...”
In Business Since 2008
1736 E Day Rd Suite 100, Mishawaka, IN
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Bridgeview Financial

Bridgeview Financial

Rollovers, Retirement Planning
“If you have received a text or an email with an offer for a loan, DO NOT respond to it. It is likely a phishing scam designed to get your personal information. You should delete it immediately. It did not come from our company.”
In Business Since 2009
3835 Edison Lakes Pkwy, Mishawaka, IN
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J W Brennan & Associates

J W Brennan & Associates

“Most importantly, we hope you see the value of working with experienced professionals in pursuing objectives that align with your key goals--things like helping to grow your net worth, helping to receive your income from investments, or helping to pr...”
Remote Consultations Available
In Business Since 2015
805 E McKinley Ave, Mishawaka, IN
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Verso Financial

Verso Financial

(1)
“Making me money for a very long time, and the staff is exceptional.”
In Business Since 2018
4100 Edison Lakes Pkwy #220, Mishawaka, IN
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Generations Financial Advisors

Generations Financial Advisors

(1)
Tax and Accounting, Personal Financial Planning, Corporate Services
“They have been great and helped us through so many different problems.”
In Business Since 2012
Serving South Bend Area
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KFG Tax & Accounting

KFG Tax & Accounting

“But if you're like most people, understanding what you have and getting clear answers about how you can grow and protect your savings hasn't been easy.  ”
Licensed, BBB Rating: A+
In Business Since 2002
Accepts All Major Credit Cards
Serving South Bend Area
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Vantagepointe Financial Group

Vantagepointe Financial Group

“What makes us different? It's our people. We are comprised of a dedicated team of professionals with a wide range of backgrounds – in finance, insurance, investments, and risk management. Many of our professionals have designations including Chartere...”
Licensed
In Business Since 2007
3900 Edison Lakes Pkwy # 120, Mishawaka, IN
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Mark A McNamee CPA

Mark A McNamee CPA

(4)
“Very knowledgeable and professional.”
In Business Since 1993
Serving South Bend Area
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Brolin Wealth Management

Brolin Wealth Management

Estate Planning, Taxation, Retirement Planning
“Investing involves risk, including the risk of loss. Investment risk exists with equity, fixed-income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided. Environ...”
In Business Since 2014
113 Lincolnway W, Mishawaka, IN
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Hilltop Wealth and Tax Solutions

Hilltop Wealth and Tax Solutions

(2)
“If you dont understand they make sure you do no matter how long it takes!”
527 Park Pl Ct Suite #100, Mishawaka, IN
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Safinancial Group INC

Safinancial Group INC

In Business Since 2013
58550 Executive Dr, Mishawaka, IN
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Woods Financial Services

Woods Financial Services

“Client First Service Learn more about Brad Woods, founder and financial advisor Phone: 269-262-4744 Fax: 269-520-0024 Email: Brad CIRStatements Check t ...”
In Business Since 2017
Serving South Bend Area
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Guidance Wealth

Guidance Wealth

(1)
Businesses, Individuals & Families >, Tax Planning & Preparation
“Everyone is very knowledgeable and willing to help you.”
Licensed, BBB Rating: A+
In Business Since 2015
3140 Windsor Ct, Elkhart, IN
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Retirement Planning and Investment Management Services in South Bend, IN Cost Estimates

Minimum cost
$1166
Maximum cost
$9909
National Average
$3497
Avg Per Hour Rates
$350
$2332
$6412
Average price range is based on 339 cost profiles
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Average Cost $3497
Minimum cost $1166
Maximum cost $9909
Avg Per Hour Rates $350

Average range $2332 to $6412 is based on 339 cost profiles.

Why these companies made our list

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