Evansville, IN

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Evansville, IN
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Best Financial Advisors in Evansville, IN

The highest-rated Financial Planning & Wealth Management companies out of 101 vetted & reviewed in the Evansville area.

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John Friend & Co

John Friend & Co

(4)
Client Letters and Information, HR Support, Client Portal
“Although we're not "big kahuna" clients John spent the time going over every last (painful in our case) detail & always seemed interested in OUR best interests, regardless of the size of our bank account.”
In Business Since 2001
Free Initial Consultation
Transparent Fees & Pricing
2916 E Morgan Ave, Evansville, IN
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Centennial Wealth Solutions

Centennial Wealth Solutions

In Business Since 2001
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
401 N Weinbach Ave ste d, Evansville, IN
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Vineyard Financial

Vineyard Financial

(8)
  • Team
  • Retirement
  • Meeting
“Since that time we have had several meetings with you and your wonderful team, which have served a number of purposes including our retirement expectations and longer term estate planning.”
In Business Since 2000
20 NW 3rd St Suite 300, Evansville, IN
Featured

Event Name: Vineyard Financial is here for you. Event Details: We are a full-service financial services firm that works with clients to help them create a personal strategy based on their needs and goals. Our team of professionals will work with you to address your questions, concerns and worries so that you can live the retirement life you've always wanted. Come talk to us today!

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Ss&c Technologies

Ss&c Technologies

Business Process Outsourcing, Operational Integrity & Security, Managed IT Services
“SS&C Technologies is the world's largest independent hedge fund and private equity administrator, as well as the largest mutual fund transfer agency. SS&C's unique business model combines end-to-end expertise across financial services operations with...”
In Business Since 1996
Transparent Fees & Pricing
110 N Fulton Ave, Evansville, IN
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Rick Watkins Financial Services

Rick Watkins Financial Services

(2)
Rick Watkins Financial, College Funding, Risk Management
“I would tell anyone who is looking to open or transfer their accounts to someone who is very interested in helping you grow your money see Rick or John at Rick Watkins Financial financial services.”
In Business Since 2009
4900 Shamrock Dr # 200A, Evansville, IN
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McKee Financial Resources

McKee Financial Resources

Useful Links
“McKee Financial is an Indiana-based, comprehensive financial services firm helping individuals, families, and businesses with their wealth management needs. We ensure that our clients receive outstanding service, and prompt and courteous attention. O...”
In Business Since 2005
727 N Cross Pointe Blvd Suite C, Evansville, IN
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Mainstream Fund Services

Mainstream Fund Services

Fund Solutions, Regulatory and Compliance Solutions, Corporate Solutions
“With more than AU $187.5 billion in assets under administration, we provide a full range of services, from managing client communication, investor, and regulatory reporting, processing of transactions, online transacting, workflow, data security, and...”
In Business Since 1996
420 NW 5th St, Evansville, IN
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Breidenbaugh Financial

Breidenbaugh Financial

(3)
“Andrew is an approachable financial advisor who takes the time to know you as a client and makes recommendations based on your individual needs.”
In Business Since 2020
7525 E Virginia St Unit 440, Evansville, IN
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Uvest Advisory Group, Llc

Uvest Advisory Group, Llc

(4)
  • Financial Advisor
  • Retirement
  • Knowledge
“A non-fiduciary financial advisor may recommend products for which he/she receives a commission or other form of payment and therefore may make recommendations that are not necessarily in the best interest of the client.”
In Business Since 2018
Free Initial Consultation
Transparent Fees & Pricing
318 Main St #101, Evansville, IN
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Trible Financial Company

Trible Financial Company

(1)
Financial Planning, Investments
“Bryan was very generous with his time, meeting with my wife and I for almost two hours.”
In Business Since 1988
Accepts All Major Credit Cards
Licensed
2231 W Franklin St, Evansville, IN
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Grey Street Advisors

Grey Street Advisors

(6)
“Michele Harris is a very professional, experienced, and knowledgable tax consultant and IRS tax resolution professional you can trust 100%.”
In Business Since 1998
Remote Consultations Available
1310 Tutor Ln, Evansville, IN
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New Horizons Financial Consultants

New Horizons Financial Consultants

(4)
Weekly Market Commentary
“She was not only able to guide me so professionally throughout my experience BUT she was kind, compassionate and I cannot say enough about the calm she provided me in my storm!”
In Business Since 2015
Accepts All Major Credit Cards
1112 SE 1st St, Evansville, IN
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Liberty Wealth Services

Liberty Wealth Services

(1)
“Professional, quick service.”
In Business Since 2017
Transparent Fees & Pricing
4401 Theater Dr, Evansville, IN
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South Central

South Central

“South Central Inc is an Indiana family business dedicated to growing other business legacies. What started in 1946 as a family-owned communications company grew into a team of experts in long-lasting entrepreneurship. We're on your side, and we're re...”
In Business Since 2015
Family Business
20 NW 3rd St 14th floor, Evansville, IN
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Cottage Wealth Advisors

Cottage Wealth Advisors

“I help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of my practice. You've worked hard for your money and should feel conf...”
In Business Since 2021
123 NW 4th St, Evansville, IN
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Endress Capital Management

Endress Capital Management

(4)
“He has done a good job with our accounts and he has always keep informed about any needed changes and what he would commend.”
In Business Since 2014
Accepts Check
100 N Main St, Evansville, IN
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Dauble + Worthington Capital Management

Dauble + Worthington Capital Management

“With a vision started by the devastating financial losses incurred during the last three major downturns in the market, we initiated plans to create a company with the main focus of mitigating risk and protecting our clients' capital during market do...”
In Business Since 2013
3116 E Morgan Ave STE A, Evansville, IN
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Kemper Capital Management

Kemper Capital Management

“Advisory services offered through KCPAG Financial Advisors LLC and insurance services offered through KCPAG Insurance Services LLC, subsidiaries of Kemper Capital Management LLC.”
In Business Since 2013
7200 Eagle Crest Blvd, Evansville, IN
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Fifth Third Private Bank - Jamie Wicks

Fifth Third Private Bank - Jamie Wicks

20 NW 3rd St, Evansville, IN
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Oneindiana Financial Group

Oneindiana Financial Group

“OneIndiana Financial Group is a risk management and financial services agency that utilizes a distinct macro-economic process with our clients. This nontraditional approach helps our clients understand financial concepts and dynamics, which then form...”
In Business Since 2015
4906 Temple Ave, Evansville, IN
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Samuel Lingo Financial Advisor at Lifetime Financial Growth

Samuel Lingo Financial Advisor at Lifetime Financial Growth

“The Guardian Network ® is a network of preferred providers authorized to offer products of the Guardian Life Insurance Company of America ® (Guardian), New York, NY and its subsidiaries. Lifetime Financial Growth is an independent agency and not an a...”
In Business Since 2024
4847 E Virginia St SUITE B, Evansville, IN
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Weinzapfel Wealth Advisors

Weinzapfel Wealth Advisors

Financial Planning, Estate Planning, Investment Management
“The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helpi...”
In Business Since 2007
Accepts All Major Credit Cards
1301 Mortensen Ln, Evansville, IN
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Wealthtrends Advisors

Wealthtrends Advisors

“We believe that our clients benefit from access to more than one approach to capital management. We employ the traditional "asset allocation" approach. In addition, we integrate our proprietary long-term, trend-following discipline to help reduce ris...”
In Business Since 1994
101 Plaza E Blvd #203, Evansville, IN
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Qwest Financial Services

Qwest Financial Services

“Empowering businesses and individuals with reliable, efficient, and accurate tax, payroll solutions and bookkeeping, freeing you to focus on what you do best and leaving the complexities of compliance to us.”
In Business Since 2002
Serving Evansville Area
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Retirement Planning and Investment Management Services in Evansville, IN Cost Estimates

Minimum cost
$1184
Maximum cost
$10062
National Average
$3552
Avg Per Hour Rates
$356
$2368
$6511
Fair price range is based on 533 cost profiles
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Average Cost $3552
Minimum cost $1184
Maximum cost $10062
Avg Per Hour Rates $356

Fair range $2368 to $6511 is based on 533 cost profiles.

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