South Bend, IN

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South Bend, IN
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Best Financial Advisors in South Bend, IN

The highest-rated Financial Planning & Wealth Management companies out of 164 vetted & reviewed in the South Bend area.

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Andrew Weiss - Knights of Columbus

Andrew Weiss - Knights of Columbus

(42)
  • Sound
  • Faith
  • Meeting
“He quickly helped me walk through my financials, pointing out the areas we are doing well with and he made on target recommendations to help us as we work toward our retirement goals.”
In Business Since 2019
1400 E Angela Blvd #250, South Bend, IN
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DWC Cpas

DWC Cpas

Quickbooks Services, Business Services, Services For Individuals
“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...”
Offers Financing Options
Free Initial Consultation
Accepts All Major Credit Cards
In Business Since 2004
3454 Douglas Rd Suite 100, South Bend, IN
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Amazing Financial

Amazing Financial

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

Valor Partners

(11)
Vita IRS Partner, Human Resources, Payroll
“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
“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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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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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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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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Cornerstone Wealth Services

Cornerstone Wealth Services

“Investors should consider the investment objectives, risks, charges and expenses of the investment company carefully before investing. The prospectus and, if available, the summary prospectus contain this and other important information about the inv...”
In Business Since 2023
54505 26th St Suite E, South Bend, IN
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Corporate Investment International

Corporate Investment International

“The due diligence period is used by you to review all aspects of the business - not only the financial aspects of the target business, but competition, changes in market dynamics, available financing, and all other issues that should be considered in...”
Offers Financing Options
In Business Since 2011
211 W Washington St, South Bend, IN
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Calleros Financial Group

Calleros Financial Group

In Business Since 2019
Innovation Park, 1400 E Angela Blvd, South Bend, IN
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Camp Wealth Management

Camp Wealth Management

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

Hilltop Wealth & Tax Solutions

(3)
Tax Services, Wealth Management
“We interviewed several investment advisors and chose Hilltop Wealth Solutions.”
In Business Since 2012
527 Park Pl Ct Suite #100, Mishawaka, IN
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Bridgeview Financial

Bridgeview Financial

Rollovers, Retirement Planning
“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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Financial Resource Group

Financial Resource Group

Tell A Friend, Joseph F. Canarecci, 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.”
Licensed, BBB Rating: A+
In Business Since 2006
Accepts All Major Credit Cards
3120 Hickory Rd, 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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Generations Financial Advisors

Generations Financial Advisors

(1)
Tax and Accounting, Personal Financial Planning, Corporate Services
“They have been great and helped us through so many different problems.”
In Business Since 2012
Serving South Bend 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...”
Transparent Fees & Pricing
In Business Since 2014
Serving South Bend Area
Featured

The IRS has released new inflation adjustments for 2024. Always good to adjust your contributions accordingly. As we approach year-end, it's great to incorporate these new figures into your planning.nn🔹IRA contribution limit: $7,000 (⬆ $500)n🔹401(k) salary deferral limit: $23,000 (⬆ $500)n🔹Max SEP IRA contribution: $69,000 (⬆ $3,000)n🔹Max QCD: $105,000 (⬆ $5,000)n🔹Max one-time QCD to split interest entity: $53,000 (⬆ $3,000)nn🔹IRA catch-up ($1,000), 401(k) catch-up ($7,500) remain unchanged.

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Mark A McNamee CPA

Mark A McNamee CPA

(4)
Consulting, Business, Taxes
“Very knowledgeable and professional.”
In Business Since 1991
Serving South Bend Area
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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 South Bend Area
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KFG Tax & Accounting

KFG Tax & Accounting

“Are you ready to take control of your financial future? Look no further – The Wise Money Show is here to empower you on your journey to financial success! Brought to you by the trusted experts at Korhorn Financial Group, this show is your ultimate gu...”
Licensed, BBB Rating: A+
In Business Since 2002
Accepts All Major Credit Cards
Serving South Bend Area
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Brolin Wealth Management

Brolin Wealth Management

Estate Planning, Taxation, 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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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 does factoring help my business?
Your business gains immediate access to cash rather than waiting 30, 60, or more days for your customer to pay on invoices. You have the freedom to pay bills, meet payroll, replenish inventory, purchase equipment, manage overhead, fund expansion, and increase profits. These are just a few benefits of factoring.
How does AR funding work?
The first step is to set up an account with a Factor using the Factoring Application. Once the account is established, you send the new invoice to the Factoring Company, which then issues an advance for the agreed-upon percentage. The balance or reserve is released to you once the factoring company collects payment on the invoice from your customer. The factoring fee is deducted from the reserve balance.
What invoices qualify for funding?
Factoring is available on commercial invoices where your customer is a business entity (rather than an individual consumer). The product, goods, or services should be complete or delivered and accepted by the customer. The factoring company will verify the creditworthiness of your customer, which also helps you avoid extending terms on potentially risky invoices.
How do I know my customers will be treated well?
Your customers are valued and will be treated with the utmost professionalism. We want you to succeed and continue to grow. A factoring company is not a collection agency and will maintain your customer satisfaction just as you would.
How can I get started with invoice factoring?
To begin the funding process, we start with the factoring application. It also helps to include a recent accounts receivable aging report, Articles of Incorporation or business filings, sample invoices, and a list of your customers.
We try to answer commonly asked questions like these on the FAQ page of our website.
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Retirement Planning and Investment Management Services in South Bend, IN Cost Estimates

Minimum cost
$1166
Maximum cost
$9909
National Average
$3497
Avg Per Hour Rates
$350
$2332
$6412
Average price range is based on 339 cost profiles
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Average Cost $3497
Minimum cost $1166
Maximum cost $9909
Avg Per Hour Rates $350

Average range $2332 to $6412 is based on 339 cost profiles.

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Wealth Management Advisors near South Bend

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