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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.”

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DWC Cpas

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Amazing Financial

(11)

Taxes

“Very professional, patient, and understanding and very helpful!”

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Catanzarite Financial Services

(2)

Goals

“I have been a client of Catanzarite Financial Services for 10 years and consistently received excellent guidance.”

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Mission Investment Services

(1)

“Great investment company.”

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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.”

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The 24 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 24 firms we list here, 8 are in South Bend itself and 16 come from towns including Mishawaka (10, 5 mi), Granger (3, 7 mi) and Niles, MI (2, 10 mi). 16 of the firms on this page have a rating, from 4.3 to 5.0 across 101 reviews; 1 has 50 or more reviews and 15 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 3 have a BBB rating of A or A+. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 2 offer payment plans and 2 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; all 24 publish a contact page; 18 list a public email and 6 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 South Bend take financial planning bookings online?

6 of the 24 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.

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Cornerstone Wealth Services

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Corporate Investment International

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Camp Wealth Management

(4)

“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.”

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Hilltop Wealth & Tax Solutions

(3)

“We interviewed several investment advisors and chose Hilltop Wealth Solutions.”

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Financial Resource Group

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Bridgeview Financial

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Verso Financial

(1)

“Making me money for a very long time, and the staff is exceptional.”

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J W Brennan & Associates

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Generations Financial Advisors

(1)

“They have been great and helped us through so many different problems.”

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Integrity Wealth Advisors

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.nní ½í´¹IRA contribution limit: $7,000 (â¬ $500)ní ½í´¹401(k) salary deferral limit: $23,000 (â¬ $500)ní ½í´¹Max SEP IRA contribution: $69,000 (â¬ $3,000)ní ½í´¹Max QCD: $105,000 (â¬ $5,000)ní ½í´¹Max one-time QCD to split interest entity: $53,000 (â¬ $3,000)nní ½í´¹IRA catch-up ($1,000), 401(k) catch-up ($7,500) remain unchanged.

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Mark A McNamee CPA

(4)

“Very knowledgeable and professional.”

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Wooden Accounting

(1)

“I refer her to everyone who is looking for help in any financial situation.”

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Brolin Wealth Management

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KFG Tax & Accounting

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Safinancial Group INC

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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Clarity Financial Partners

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Woods Financial Services

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Guidance Wealth

(1)

“Everyone is very knowledgeable and willing to help you.”

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Average Cost	$3497
Minimum cost	$1166
Maximum cost	$9909
Avg Per Hour Rates	$350

Best Financial Advisors in South Bend, IN

Andrew Weiss - Knights of Columbus

DWC Cpas

Amazing Financial

Catanzarite Financial Services

Mission Investment Services

Dietz Nextstage Financial Management

Area overview: South Bend, IN

Cornerstone Wealth Services

Corporate Investment International

Camp Wealth Management

Hilltop Wealth & Tax Solutions

Financial Resource Group

Bridgeview Financial

Verso Financial

J W Brennan & Associates

Generations Financial Advisors

Integrity Wealth Advisors

Mark A McNamee CPA

Wooden Accounting

Brolin Wealth Management

KFG Tax & Accounting

Safinancial Group INC

Clarity Financial Partners

Woods Financial Services

Guidance Wealth

Retirement Planning and Investment Management Services in South Bend, IN Cost Estimates

Why these companies made our list

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