Best Financial Advisors in Elkhart, IN

“Investment advisory services offered through Enlightened Finance LLC, a Registered Investment Advisor.  We assume a fiduciary role for our clients.”

“Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are onl...”

“To help individuals, families, retirees and business owners in achieving financial security and independence through the use of proven financial strategies focused on aggressively eliminating unproductive debt, protecting against loss and taxation, a...”

“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.”

“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...”

“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.”

“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.”

“Very professional and knowledgeable.”

“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.”

“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...”

“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...”

“Even though we moved out of state, we are still working with Joe via Zoom, phone, and email to manage our finances.”

“Making me money for a very long time, and the staff is exceptional.”

“Great investment company.”

“We have been with him for many years now and have no intention of seeking financial advice elsewhere.”

“They have been great and helped us through so many different problems.”

“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.  ”