Hilltop Wealth & Tax Solutions
“If you dont understand they make sure you do no matter how long it takes!”
Best Financial Advisors in Mishawaka, IN
15 firms listed · 9 in Mishawaka · 9 rated 4.5+ · 2 show a license
Data verified October 16, 2026
Camp Wealth Management
“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.”
Financial Resource Group
“Always willing to meet and discuss our plan when needed.”
Bridgeview Financial
“Bridgeview financial is a family oriented business that helps people secure retirement.”
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Verso Financial
“Making me money for a very long time, and the staff is exceptional.”
J W Brennan & Associates
The 15 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 15 firms we list here, 9 are in Mishawaka itself and 6 come from South Bend (5, 5 mi) and Granger (1, 3 mi). 11 of the firms on this page have a rating, from 4.0 to 5.0 across 305 reviews; 3 have 50 or more reviews and 9 are rated 4.5 or higher. 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 2 have a BBB rating of A or A+. 11 have ten or more years of experience, the longest 34 years. 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; all 15 publish a contact page; 12 list a public email and 3 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.
Do firms listed for Mishawaka take financial planning bookings online?
3 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Brolin Wealth Management
Clarity Financial Partners
Safinancial Group INC
Andrew Weiss - Knights of Columbus
“Andrew provided us with great insight and solid advice about our financial situation and how best to prepare for the future.”
DWC Cpas
“Kevin was incredibly helpful & professional”
Cornerstone Wealth Services
“Matt and staff are a delight to work with.”
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Catanzarite Financial Services
“He patiently walks us through all aspects of the investing process and is always responsive when we have questions.”
Mark A McNamee CPA
“Mark's office is very professional and expeditious when it comes to processing our taxes.”
KFG Tax & Accounting
Why these companies made our list
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