Andrew Weiss - Knights of Columbus
“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.”
Best Financial Advisors in South Bend, IN
15 firms listed · 6 in South Bend · 1 open weekends · 9 rated 4.5+ · 2 show a license
Data verified October 19, 2026
DWC Cpas
“Kevin was incredibly helpful & professional”
Cornerstone Wealth Services
“If you want a great experience--and someone you can trust completely--choose Matt Wison at Cornerstone Wealth Services.”
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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.”
Corporate Investment International
The 15 firms listed for South Bend, 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: South Bend, IN
Of the 15 firms we list here, 6 are in South Bend itself and 9 come from Mishawaka (8, 5 mi) and Granger (1, 6 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. 1 is open on weekends. 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+. Domain records put 9 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 2 offer 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; 11 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.
Why are financial advisers outside South Bend listed here?
6 of the 15 firms are located in South Bend. The others come from other towns within 10 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Camp Wealth Management
“I recommend him and his knowladge to everyone that thinks about serious investments.”
Hilltop Wealth & Tax Solutions
“If you dont understand they make sure you do no matter how long it takes!”
Financial Resource Group
“Always willing to meet and discuss our plan when needed.”
Bridgeview Financial
“You cannot go wrong here when it comes to financial planning.”
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Verso Financial
“Making me money for a very long time, and the staff is exceptional.”
J W Brennan & Associates
Brolin Wealth Management
KFG Tax & Accounting
Clarity Financial Partners
Why these companies made our list
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