Best Financial Advisors in Mishawaka, IN

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

Financial Resource Group

Financial Resource Group

Paul T. Farthing, Tell A Friend, Who We Are
“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.”
Accepts All Major Credit Cards
In Business Since 2006
Licensed, BBB Rating: A+
Remote Consultations Available
3120 Hickory Rd, Mishawaka, IN
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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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Bridgeview Financial

Bridgeview Financial

Retirement Planning, Rollovers
“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.”
In Business Since 2009
3835 Edison Lakes Pkwy, Mishawaka, IN
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The Patzer Group Wealth Management

The Patzer Group Wealth Management

Tax Library, Newsletters, Articles
“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...”
In Business Since 2008
1736 E Day Rd Suite 100, 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
Remote Consultations Available
805 E McKinley Ave, 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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Vantagepointe Financial Group

Vantagepointe Financial Group

“What makes us different? It's our people. We are comprised of a dedicated team of professionals with a wide range of backgrounds – in finance, insurance, investments, and risk management. Many of our professionals have designations including Chartere...”
In Business Since 2007
Licensed
3900 Edison Lakes Pkwy # 120, Mishawaka, IN
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Mark A McNamee CPA

Mark A McNamee CPA

(4)
“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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Hilltop Wealth and Tax Solutions

Hilltop Wealth and Tax Solutions

(2)
“We interviewed several investment advisors and chose Hilltop Wealth Solutions.”
527 Park Pl Ct Suite #100, Mishawaka, IN
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Safinancial Group INC

Safinancial Group INC

In Business Since 2013
58550 Executive Dr, Mishawaka, IN
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Andrew Weiss - Knights of Columbus

Andrew Weiss - Knights of Columbus

(24)
  • Questions
  • Family
  • Planning
“I was glad to work with him, even after moving away, because I knew he would remain easy to get a hold of and and helpful with any questions I may have.”
In Business Since 2019
1400 E Angela Blvd Suite 250, South Bend, IN
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Oasis Financial

Oasis Financial

Tax Organizer, Business Bio, What's New in Taxes
“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...”
In Business Since 2006
Licensed, BBB Rating: A+
17903 IN-23, 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

(6)
“Wonderful services reliable and trusting company I can contact great business”
In Business Since 2021
814 E Lasalle Ave, 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

(3)
  • Goals
“I have been a client of Catanzarite Financial Services for 10 years and consistently received excellent guidance.”
In Business Since 2014
330 S 35th St, South Bend, IN
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Private Member Group

Private Member Group

(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 suite 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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KFG Tax & Accounting

KFG Tax & Accounting

“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.  ”
Accepts All Major Credit Cards
In Business Since 2004
Licensed, BBB Rating: A+
Serving Mishawaka Area
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Financial Partners

Financial Partners

Insurance Planning, Financial Planning, Estate Planning
“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...”
In Business Since 2017
1801 E Bristol St, Elkhart, IN
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New York Life

New York Life

(2)
“Give Brandon a call if you are looking for strategies to enhance your financial future or to confirm you are on the right track!”
23319 Shorelane, Elkhart, IN
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Global Financial Group

Global Financial Group

“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...”
In Business Since 2013
25416 Co Rd 6 #102, Elkhart, 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.

Why these companies made our list

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