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.

Andrew Weiss - Knights of Columbus

Andrew Weiss - Knights of Columbus

(38)
  • Meeting
  • Investment
  • Questions
“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
i
Oasis Financial

Oasis Financial

What's New in Taxes, Business Bio, Tax Organizer
“Dan is a native of South Bend, Indianawho majored in Accounting at the University of Notre Dame, and also has an MBA from Indiana University with a concentration in Finance. He is a CPA licensed in Indiana and also holds securities licenses. Tax Prep...”
Licensed, BBB Rating: A+
In Business Since 2006
17903 IN-23, South Bend, IN
i
Amazing Financial

Amazing Financial

(6)
“The most fast & reliable service you can invest too amazing work!”
Licensed
In Business Since 2021
Free Initial Consultation
22500 US-20 Suite H, South Bend, IN
i
Valor Partners

Valor Partners

(12)
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
i
Catanzarite Financial Services

Catanzarite Financial Services

(2)
“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
i
Mission Investment Services

Mission Investment Services

(1)
“Great investment company.”
In Business Since 2022
2025 Edison Rd Suite A, South Bend, IN
i
Dietz Nextstage Financial Management

Dietz Nextstage Financial Management

(1)
Whaletail Valuebuilder™ Process, Company Sponsored Key Contributor Compensation Programs, Retirement Income Programs
“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
i
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
i
Golden Years Financial Advisors

Golden Years Financial Advisors

New Generation Retirement, Tax Strategies, Social Security
“For even the most financially literate individual, planning for retirement can be a very challenging undertaking. The days of relying solely on your pension....”
In Business Since 2015
614 E Ireland Rd, South Bend, IN
i
Cornerstone Wealth Services

Cornerstone Wealth Services

“From a young age, Matt learned the importance of saving for retirement and the value of having a guide to help with the process. Today, he helps clients navigate saving and spending by creating a customized financial plan that fits...”
In Business Since 2023
54505 26th St Suite E, South Bend, IN
i
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
i
Calleros Financial Group

Calleros Financial Group

In Business Since 2019
Innovation Park, 1400 E Angela Blvd, South Bend, IN
i
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 1995
3835 Edison Lakes Pkwy #300, Mishawaka, IN
i
Hilltop Wealth and Tax Solutions

Hilltop Wealth and Tax Solutions

(3)
Accounting/ Bookkeeping, Tax Filing, Tax Planning
“We interviewed several investment advisors and chose Hilltop Wealth Solutions.”
In Business Since 2012
527 Park Pl Ct Suite #100, Mishawaka, IN
i
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, Illinois, Indiana, Kentucky,, Michigan, Nevada, New York, Ohio, Pennsylvania, Texas and Washington.”
Licensed, BBB Rating: A+
In Business Since 2004
Accepts All Major Credit Cards
3120 Hickory Rd, Mishawaka, IN
i
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
i
The Patzer Group Wealth Management

The Patzer Group Wealth Management

Calculators, Articles, Newsletters
“Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members”
In Business Since 2008
1736 E Day Rd Suite 100, Mishawaka, IN
i
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
i
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
i
Vantagepointe Financial Group

Vantagepointe Financial Group

“What makes us different? It's our people. We are comprised of a dedicated team of professionals with a wide range of backgrounds – in finance, insurance, investments, and risk management. Many of our professionals have designations including Chartere...”
Licensed
In Business Since 2007
3900 Edison Lakes Pkwy # 120, Mishawaka, IN
i
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
i
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
i
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
i
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
i

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
Click to copy
Successfully copied!
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.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top