Mishawaka, IN

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Mishawaka, IN
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Best Financial Advisors in Mishawaka, IN

The highest-rated Financial Planning & Wealth Management companies out of 137 vetted & reviewed in the Mishawaka area.

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Camp Wealth Management

Camp Wealth Management

(4)
Flipbooks, Articles, 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.”
In Business Since 1993
Accepts All Major Credit Cards
3835 Edison Lakes Pkwy #300, Mishawaka, IN
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Hilltop Wealth & Tax Solutions

Hilltop Wealth & Tax Solutions

(3)
Wealth Management, Tax Services
“If you dont understand they make sure you do no matter how long it takes!”
In Business Since 2012
527 Park Pl Ct Suite #100, Mishawaka, IN
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Financial Resource Group

Financial Resource Group

Paul T. Farthing, Tell A Friend, Delawarelife
“We are licensed to sell insurance products in the following states: Arizona, California, Florida, Indiana, Kentucky, Michigan, Nevada, New York, Ohio, Pennsylvania, Tennessee, Texas, Virginia and Washington.”
Accepts All Major Credit Cards
In Business Since 2004
Licensed, BBB Rating: A+
3120 Hickory Rd, Mishawaka, IN
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Bridgeview Financial

Bridgeview Financial

Retirement Planning, Rollovers
“Advisory services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through CFD Investments, Inc., a Registered Broker/Dealer, Member”
In Business Since 2009
3835 Edison Lakes Pkwy, 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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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...”
In Business Since 2015
805 E McKinley Ave, Mishawaka, IN
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Mark A McNamee CPA

Mark A McNamee CPA

(4)
Accounting, Taxes, Business
“Jake handles my stuff every year and makes it easy and painless.”
In Business Since 1993
1602 E Day Rd, Mishawaka, IN 46545
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Brolin Wealth Management

Brolin Wealth Management

Risk Management, Estate Planning, 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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Clarity Financial Partners

Clarity Financial Partners

“Royal Alliance is an independent wealth management firm with close to 1,650 independence-minded financial advisors with offices across the United States. Royal Alliance is not in the business of creating and marketing its own investment products—its ...”
In Business Since 2018
Licensed
3740 Edison Lakes Pkwy, Mishawaka, IN
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Safinancial Group INC

Safinancial Group INC

“Excellence from everyone with whom I have dealt with for these past three plus years. During my first experience with Sa financial Group INC, Safija has been fabulously great. Insightful, responsive, upbeat, patient, professional. In this logistics b...”
In Business Since 2013
58550 Executive Dr, Mishawaka, IN
FAQs
How much does factoring cost?
The factoring discount or fee depends on the industry, customer strength, and performance of the accounts. On average, a factoring fee will be between 2-5%. The specific terms will be clearly spelled out prior to factoring, and we will suggest ways to minimize the costs.
Can I just sell some of my invoices?
Yes. Factoring companies will allow you to pick and choose which invoices to factor. Of course, they must be creditworthy, but the factor will help you decide which ones are in your best interest to sell.
How long do I have to work with the Factor?
This really depends on your needs. The average business may factor for 2-3 years, while others elect to use spot factoring for a one-time infusion of cash. Many companies continue to use factoring throughout the life of their business. Factoring is flexible, and there are options to meet your need for working capital.
What if I have poor credit or no credit?
You can still be eligible for invoice factoring. The factor primarily looks at the strength of your customer (the debtor on the invoice), not you or your business.
Where do the payments get sent?
Your customers will remit payment on the invoices directly to the factoring company. The remainder of the reserve balance will then be forwarded to you.
We try to answer commonly asked questions like these on the FAQ page of our website.
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Andrew Weiss - Knights of Columbus

Andrew Weiss - Knights of Columbus

(42)
  • Sound
  • Insurance
  • Faith
“Andrew is an experienced financial adviser who leaves us feeling more confident and secure related to our future, both financially and in line with our Catholic values.”
In Business Since 2019
1400 E Angela Blvd #250, South Bend, IN
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DWC Cpas

DWC Cpas

Tax Services, Services For Individuals, Business Services
“Our capacity, enhanced capabilities, and dedicated client attention allow us to provide value-driven results that meet the comprehensive needs of clients ranging from large-scale businesses to independent professionals, and everything in between - al...”
Transparent Fees & Pricing
In Business Since 2002
Free Initial Consultation
Accepts All Major Credit Cards
3454 Douglas Rd Suite 100, South Bend, IN
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Guidance Wealth

Guidance Wealth

(1)
Tax Planning & Preparation, Individuals & Families >, Businesses
“Everyone is very knowledgeable and willing to help you.”
In Business Since 2015
Licensed, BBB Rating: A+
3140 Windsor Ct, Elkhart, IN
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Amazing Financial

Amazing Financial

(11)
  • Taxes
“Very professional, patient, and understanding and very helpful!”
In Business Since 2021
Free Initial Consultation
22500 US-20 Suite H, South Bend, IN
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Valor Partners

Valor Partners

(11)
Vita IRS Partner, Bookkeeping, Human Resources
“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

(2)
  • Goals
“He patiently walks us through all aspects of the investing process and is always responsive when we have questions.”
In Business Since 2014
330 S 35th St, South Bend, IN
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Mission Investment Services

Mission Investment Services

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

Fortified Wealth

“Investment advisory services offered through Enlightened Finance LLC, a Registered Investment Advisor.  We assume a fiduciary role for our clients.”
In Business Since 2009
541 Roske Dr D, Elkhart, IN
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Generations Financial Advisors

Generations Financial Advisors

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

Integrity Wealth Advisors

“In short, yes. Our goal is to help our clients live their best financial life. Most do-it-yourselfers can do a decent, or even fairly good job doing it themselves. But we can help you live your best financial life, avoiding mistakes and being prepare...”
In Business Since 2014
Transparent Fees & Pricing
Serving Mishawaka Area
Featured

Really nice synopsis on the economy from our strategic partners at City National Rochdale. They use the speedometer illustrations for a visual way to understand the many factors that impact all things financial.nn...

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Stifel

Stifel

(1)
“Every there is extremely helpful and pleasant to work with.”
In Business Since 1995
200 Nibco Pkwy # 300, Elkhart, IN
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Dietz Nextstage Financial Management

Dietz Nextstage Financial Management

(1)
“My husband and I got off to a late start with our retirement planning but Larry was able to create a plan for us that is do-able.”
In Business Since 2015
5775 Nimtz Pkwy #110, South Bend, IN
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Wooden Accounting

Wooden Accounting

(1)
“I refer her to everyone who is looking for help in any financial situation.”
In Business Since 1999
Serving Mishawaka Area
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Graham Allen Partners

Graham Allen Partners

(1)
“Professional company wth excellent services and reputation.”
In Business Since 2009
Leighton Plaza Office Building, 130 S Main St #200, South Bend, IN
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Retirement Planning and Investment Management Services in Mishawaka, IN Cost Estimates

Minimum cost
$1027
Maximum cost
$8722
National Average
$3079
Avg Per Hour Rates
$308
$2053
$5644
Typical price range is based on 533 cost profiles
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Average Cost $3079
Minimum cost $1027
Maximum cost $8722
Avg Per Hour Rates $308

Typical range $2053 to $5644 is based on 533 cost profiles.

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