Best Financial Advisors in South Bend, IN

The highest-rated Financial Planning & Wealth Management firms out of 384 vetted & reviewed in the South Bend area.

Andrew Weiss - Knights of Columbus

Andrew Weiss - Knights of Columbus

(24)
  • Retirement
  • Planning
  • Insurance
“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 Suite 250, South Bend, IN
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Amazing Financial

Amazing Financial

(6)
“The most fast & reliable service you can invest too amazing work!”
In Business Since 2021
814 E Lasalle Ave, 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

(3)
  • Goals
“Even though we moved out of state, we are still working with Joe via Zoom, phone, and email to manage our finances.”
In Business Since 2014
330 S 35th St, South Bend, IN
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True Blue Financial

True Blue Financial

(4)
Personal Tax, College Planning, Charitable Giving
“Ever since moving my retirement assets to Luke Brown and his fanstastic team at True Blue Finanacial, I have renewed confidence in financial planners and the value of the service they provide.”
Transparent Fees & Pricing
In Business Since 2016
Serving South Bend Area
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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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Austin Tax & Advisory Group

Austin Tax & Advisory Group

(4)
Tax Prep and Planning, Retirement Planning, Social Security
“As always friendly professional service at a fair price!”
Serving South Bend Area
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Alderfer Bergen & Co

Alderfer Bergen & Co

(2)
Trust Planning, Your Financial Checklist, Estate Planning
“They take great care of us and are outstanding people!”
In Business Since 2006
Serving South Bend Area
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Brittison Financial Group

Brittison Financial Group

(1)
“They care about what's best for you, best I have ever worked with”
In Business Since 2013
Serving South Bend Area
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Vision Financial

Vision Financial

(1)
Taxes, Life Insurance, Long Term Care Insurance
“This is a new location for Vision and is a little tricky to find as it is on the side of the building facing away from the main entrance.”
In Business Since 2008
Serving South Bend Area
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Mark A McNamee CPA

Mark A McNamee CPA

(4)
“Very knowledgeable and professional.”
In Business Since 1992
Serving South Bend Area
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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 1992
3835 Edison Lakes Pkwy #300, Mishawaka, IN
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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
Fair 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

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

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