Mishawaka, IN

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Mishawaka, IN
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Best Financial Advisors in Mishawaka, IN

24 firms listed · 10 in Mishawaka · 1 open weekends · 17 rated 4.5+ · 2 show a license

Data verified October 16, 2026

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Camp Wealth Management

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.”
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)
“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

Accepts All Major Credit Cards
In Business Since 2004
Licensed
3120 Hickory Rd, Mishawaka, IN
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Bridgeview Financial

Bridgeview Financial

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

In Business Since 2015
805 E McKinley Ave, Mishawaka, IN
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The 24 firms listed for Mishawaka, 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: Mishawaka, IN

Of the 24 firms we list here, 10 are in Mishawaka itself and 14 come from towns including South Bend (6, 5 mi), Elkhart (4, 11 mi) and Granger (3, 4 mi). 18 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 17 are rated 4.5 or higher. 1 is open on Saturdays. The services the firms on this page list most often on their websites are retirement planning (2), tax services (2) and who we are (2). 2 show a license on their websites and 3 have a BBB rating of A or A+. 19 have ten or more years of experience, the longest 34 years. 1 offers payment plans and 2 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 23 publish a contact page; 18 list a public email and 6 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 Mishawaka listed here?

10 of the 24 firms are located in Mishawaka. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

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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 1992
1602 E Day Rd, Mishawaka, IN
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Brolin Wealth Management

Brolin Wealth Management

In Business Since 2014
113 Lincolnway W, Mishawaka, IN
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Clarity Financial Partners

Clarity Financial Partners

In Business Since 2018
Licensed
3740 Edison Lakes Pkwy, Mishawaka, IN
Featured

Want to be sitting pretty during your retirement? Consider “the three-legged stool,” a metaphor for the three most common sources (or “legs”) of income that you’ll likely rely on in retirement:nn1) Social Security retirement benefitsn2) Employer pension benefitsn3) Individual savings and investmentsnnTaking steps now to strengthen each leg will go a long way towards making your retirement dreams a reality! #retirement...

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Safinancial Group INC

Safinancial Group INC

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
South Bend, IN · 5 mi from Mishawaka
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DWC Cpas

DWC Cpas

Transparent Fees & Pricing
In Business Since 2002
Free Initial Consultation
Accepts All Major Credit Cards
South Bend, IN · 5 mi from Mishawaka
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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
South Bend, IN · 5 mi from Mishawaka
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Guidance Wealth

Guidance Wealth

(1)
“Everyone is very knowledgeable and willing to help you.”
In Business Since 2013
BBB Rating: A+
Elkhart, IN · 11 mi from Mishawaka
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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
South Bend, IN · 5 mi from Mishawaka
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Mission Investment Services

Mission Investment Services

(1)
“Great investment company.”
In Business Since 2022
South Bend, IN · 5 mi from Mishawaka
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Fortified Wealth

Fortified Wealth

In Business Since 2009
Elkhart, IN · 11 mi from Mishawaka
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Generations Financial Advisors

Generations Financial Advisors

(1)
“They have been great and helped us through so many different problems.”
In Business Since 2012
Granger, IN · 4 mi from Mishawaka
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Integrity Wealth Advisors

Integrity Wealth Advisors

In Business Since 2014
Transparent Fees & Pricing
Granger, IN · 4 mi from Mishawaka
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Stifel

Stifel

(1)
“Every there is extremely helpful and pleasant to work with.”
In Business Since 1995
Elkhart, IN · 11 mi from Mishawaka
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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
South Bend, IN · 5 mi from Mishawaka
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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
Niles, MI · 12 mi from Mishawaka
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KFG Tax & Accounting

KFG Tax & Accounting

Accepts All Major Credit Cards
In Business Since 2001
BBB Rating: A+
Granger, IN · 4 mi from Mishawaka
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Global Financial Group

Global Financial Group

In Business Since 2013
Elkhart, IN · 11 mi from Mishawaka
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HomeWealth Management AdvisorsIndianaMishawaka, IN

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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