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 270 vetted & reviewed in the Evansville area.

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John Friend & Co

John Friend & Co

(3)
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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Rick Watkins Financial Services

Rick Watkins Financial Services

(4)
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
Offers Financing Options
4900 Shamrock Dr # 200A, Evansville, IN
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Centennial Wealth Solutions

Centennial Wealth Solutions

In Business Since 1998
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
401 N Weinbach Ave ste d, Evansville, IN
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Kay & Associates

Kay & Associates

(2)
“If you are in the market for insurance, it would definitely benefit you to give him an opportunity to help!”
In Business Since 2006
Free Initial Consultation
815 John St #120, 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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Vineyard Financial

Vineyard Financial

(4)
“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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New Horizons Financial Consultants

New Horizons Financial Consultants

(4)
“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 2014
Accepts All Major Credit Cards
1112 SE 1st St, Evansville, IN
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Breidenbaugh Financial

Breidenbaugh Financial

(1)
“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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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 1987
Accepts All Major Credit Cards
Licensed
2231 W Franklin St, Evansville, IN
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South Central

South Central

“South Central Inc. is a 75 year old family office and holding company established in 1946 on the banks of the Ohio River in Evansville, Indiana. We believe business is an honorable calling that makes a difference in the world. Panel 1”
In Business Since 2015
20 NW 3rd St 14th floor, Evansville, IN
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Liberty Wealth Services

Liberty Wealth Services

(1)
Online Banking, Mobile Payments, Estatements
“Professional, quick service.”
In Business Since 2017
Transparent Fees & Pricing
4401 Theater Dr, Evansville, IN
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Ss&c Technologies

Ss&c Technologies

Fund Administration Services, Technology & Operations Outsourcing, Professional Services
“Realizing the Promise of Digital Transformation with Intelligent Automation Intelligent automation is one of the most impactful transformation levers organizations have to deliver the results they expect. So, what does that look like?”
In Business Since 1996
110 N Fulton Ave, Evansville, IN
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S.w.a.n. Virtual Family Office

S.w.a.n. Virtual Family Office

(8)
“He knows his job very well and very experienced, any time you ask him a question he will take an extra step and help you, will guide you through any process and explain all the steps..”
In Business Since 2020
Remote Consultations Available
123 NW 4th St suite 14 suite 14, Evansville, IN
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Oneindiana Financial Group

Oneindiana Financial Group

Business Planning, Disability Insurance, Life Insurance
“OneIndiana Financial Groupis an insurance 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 forms the ...”
In Business Since 2015
4906 Temple Ave, 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.”
1133 W Mill Rd #210, 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 1991
101 Plaza E Blvd #203, 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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Uvest Advisory Group, Llc

Uvest Advisory Group, Llc

“He not only taught me how to establish savings and retirement investments, but he's given me SO much advice on how to stay focused on my goals and look after myself.”
In Business Since 2018
Free Initial Consultation
Transparent Fees & Pricing
318 Main St Suite 101, 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 2013
1301 Mortensen Ln, Evansville, IN
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Life Plan Investments

Life Plan Investments

What We Do, Subscription Based Financial Planning, Tax Planning & Preparation
“Life Plan Investments was established in order to better serve individuals, families, and businesses in their financial endeavors. Founder Elizabeth Goeltz created her own planning firm, after realizing how difficult it can be for women and small bus...”
In Business Since 2015
Serving Evansville Area
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LNB Investment Services

LNB Investment Services

Investment Products, Education Planning, Business Retirement Planning
“Use this calculator to estimate the cost of your child's education, based on the variables you input.”
In Business Since 2013
Serving Evansville Area
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Hinton Matthew CPA

Hinton Matthew CPA

(2)
Bookkeeping, Tax Return Preparation, Tax Preparation
“Mr Hinton and his office has always given first class service”
In Business Since 2011
Offers Financing Options
Transparent Fees & Pricing
1616 Frederica St, Owensboro, KY
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Marcus W. Bosley & Associates

Marcus W. Bosley & Associates

In Business Since 2019
1601 Frederica St, Owensboro, KY
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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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