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Guidance Wealth

(1)

“Everyone is very knowledgeable and willing to help you.”

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Fortified Wealth

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Stifel

(1)

“Every there is extremely helpful and pleasant to work with.”

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Global Financial Group

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Fifth Third Private Bank - Nicole Ross

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Financial Partners

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The 24 firms listed for Elkhart, IN provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Elkhart, IN

Of the 24 firms we list here, 7 are in Elkhart itself and 17 come from towns including Mishawaka (8, 11 mi), South Bend (4, 16 mi) and Granger (3, 10 mi). 17 of the firms on this page have a rating, from 4.3 to 5.0 across 105 reviews; 1 has 50 or more reviews and 16 are rated 4.5 or higher. 1 is open on Saturdays. 1 shows a license on its website and 3 have a BBB rating of A or A+. Domain records put 17 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 1 offers a free initial consultation and 2 list coupons or special offers. We have a website on file for 23 of the firms on this page; 22 publish a contact page; 17 list a public email and 7 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Why are financial advisers outside Elkhart listed here?

7 of the 24 firms are located in Elkhart. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

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Legacy Capital Advisors

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Andrew Weiss - Knights of Columbus

(42)

Sound
Confident
Retirement

“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.”

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Amazing Financial

(11)

Taxes

“Very professional, patient, and understanding and very helpful!”

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Camp Wealth Management

(4)

“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.”