Best Financial Advisors in Terre Haute, IN

The highest-rated Financial Planning & Wealth Management companies out of 189 vetted & reviewed in the Terre Haute area.

Valley Group Wealth Management

Valley Group Wealth Management

(1)
Services, Services
“They gave me knowledgeable, practical expertise that helped me set up the right plan for my goals and values.”
In Business Since 1998
7205 IN-46 B, Terre Haute, IN
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Capital Planning Systems

Capital Planning Systems

(1)
“Gene and his associates are very knowledgeable regarding all aspects of financial planning.”
In Business Since 1999
1190 E Canvasback Dr, Terre Haute, IN
i
The Volkers Group

The Volkers Group

(1)
“The support extended from our agent, Sonya, has been a good undergirding with respected interchanges.”
In Business Since 2005
2335 E Margaret Dr, Terre Haute, IN
i
Structured Wealth Management

Structured Wealth Management

Community Involvement, Featured Links
“The advisors at Structured Wealth Management offer all-encompassing services for our clients. Our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job. ...”
In Business Since 2011
1326 E Davis Dr, Terre Haute, IN
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Swan Street Financial

Swan Street Financial

(2)
“Very easy working with the staff my wife said”
328 S 5th St, Terre Haute, IN
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Larsson Woodyard & Henson

Larsson Woodyard & Henson

“LWH CPAs draws upon our experience and expertise in Accounting, Audit, Estate & Retirement Planning, and Tax services to earn the status of most-trusted advisor. We provide innovative solutions while focusing on client needs, quality, professionalism...”
In Business Since 1997
401 Ohio St # A1, Terre Haute, IN
i
Investment Services

Investment Services

Employer Sponsored Plans, Business Checking Accounts, Business Credit Cards
“Important Update for our Trust & Asset Customers: We're excited to announce we are upgrading your digital experience starting September 3, 2024, at 5:00 a.m. ET. The introduction of Global Wealth will affect both statements and our Client Portal.”
Offers Financing Options
1 1st Financial Plz, Terre Haute, IN
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Miller & Stewart

Miller & Stewart

(3)
Services For Quickbooks, Services For Individuals, Industries
“I cannot speak highly enough of Les' quality service and personable approach to business.”
Offers Financing Options
In Business Since 2004
Free Initial Consultation
Accepts All Major Credit Cards
Serving Terre Haute Area
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Brown, Woodsmall & Hinkel

Brown, Woodsmall & Hinkel

(1)
“Very professional and always willing to answer questions throughout the year as they arise.”
In Business Since 2001
Serving Terre Haute Area
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Prairie Rivers Investments

Prairie Rivers Investments

“Our purpose is to enrich the lives of people we touch. By providing financial products and services that reduce risk and increase assets, we help individuals fulfill their responsibilities and build better tomorrows. Our culture is based on an unwave...”
In Business Since 2015
Serving Terre Haute Area
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Stephen R. Miller CPA

Stephen R. Miller CPA

(15)
Industries, Business Services, Tax Services
“Steve has done our business taxes for 20 years and we are completely happy with his services and assistant Angel is a pleasure to deal with as well We would highly recommend him for easy or complex tax matters.”
Transparent Fees & Pricing
In Business Since 1989
Offers Financing Options
Licensed
205 N College Ave #410, Bloomington, IN
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Like Law Group

Like Law Group

(15)
Business Formation, Medicaid Planning & Qualification, Estate Planning
“Michelle was the attorney we worked with and she was excellent; her and the team asked us very detailed questions regarding wishes, scenarios that we would have never thought of but that could present in the future but that we realized are extremely ...”
In Business Since 2005
Transparent Fees & Pricing
1211 N College Ave, Bloomington, IN
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Oremus Accounting an Oremus Corporation NA Company

Oremus Accounting an Oremus Corporation NA Company

Services For Quickbooks, Business Advisory Services, Beneficial Ownership Information
“If you own a small business and haven't kept up your bookkeeping, don't worry. We can help you. We'll prepare your bookkeeping for the year, prepare a full Schedule C, as well as your personal income tax return.”
In Business Since 2010
Transparent Fees & Pricing
Free Initial Consultation
Serving Terre Haute Area
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Comprehensive Financial Consultants

Comprehensive Financial Consultants

Fcsc Employees, McCsc Employees, McCsc/Fcsc Forms
“Privileged/ Confidential Information may be contained in this message. This electronic mail transmission and any document(s) accompanying this transmission is privileged and may be proprietary in nature. It is intended only for the use of the named a...”
In Business Since 2005
Free Initial Consultation
674 S College Ave, Bloomington, IN
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Wellington Investment Advisors

Wellington Investment Advisors

(6)
  • Sense
  • Retirement
  • Financial Advisor
“The staff is easily accessible and they schedule regular meetings between me and Paul Bullock for review of my accounts as well as helping to prepare me for the future.”
In Business Since 2016
CFP Certified
121 E 6th St #2, Bloomington, IN
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Summit National Advisors

Summit National Advisors

Payments, Financing, Marketing
“But how does it work? It's simple. We have developed a cutting-edge payment processing platform that enables you to accept credit and debit card payments without incurring any fees. This game-changing solution is made possible by our innovative busin...”
Free Initial Consultation
In Business Since 2021
Transparent Fees & Pricing
Offers Financing Options
402 W 6th St, Bloomington, IN
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First American Trust

First American Trust

In Business Since 2001
Free Initial Consultation
1802 W 17th St, Bloomington, IN
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Teders & Quackenbush Wealth Management Group

Teders & Quackenbush Wealth Management Group

Investing With Us, Private Family Wealth, Business Wealth
“Our process embraces collaboration; it is rooted in integrity, and it thrives on compassion. Collaboration among trusted colleagues, our clients, and their legal, tax, and business counsel fosters insightful thinking and problem-solving, enabling us ...”
In Business Since 2021
101 W Kirkwood Ave #224, Bloomington, IN
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Malcolm Webb Wealth Management

Malcolm Webb Wealth Management

“At Malcolm Webb Wealth Management, our priority is helping professors and other creative people manage their retirement assets and income. Our goal is to cultivate sustainable income, balanced with a meaningful legacy, so that our clients can focus o...”
In Business Since 2011
205 N College Ave STE 714, Bloomington, IN
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Ray Wealth Management

Ray Wealth Management

(4)
Useful Links, Tax, Financial Planning Tool
“What I love about his tactics is that he is straight forward.”
30+ Years Experience
Licensed
Serving Terre Haute Area
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Halter Ferguson Financial

Halter Ferguson Financial

(50)
Wealth Management, Financial Planning, Asset Management
“Meeting with Tiffany made us realize our dreams in our retirement years may need some tweaking but with her expertise and personalized attention to detail, adjustments were easily made.”
In Business Since 1989
Licensed, BBB Rating: A+
13080 Grand Blvd Ste 130, Carmel, IN
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McBeath Financial Group

McBeath Financial Group

(49)
Strategic Tax Solutions, Wealth Management, Estate Planning
“They stay on top of every detail and aspect of my portfolio and explain everything in plain terms that even the most novice of investor can understand.”
In Business Since 2016
CFP Certified
Accepts All Major Credit Cards
203 Landmark Dr Unit A, Normal, IL
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Patterson & Company Cpas Pllc

Patterson & Company Cpas Pllc

(49)
  • Proactive
  • Small Business
  • Team
“This is a company that truly cares about ensuring all employees have a great work/life balance and they have created an office environment and culture that made me excited to come to work every single day.”
Remote Consultations Available
In Business Since 2016
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
2297 Lexington Rd #102, Louisville, KY
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Creative Financial Group

Creative Financial Group

(35)
  • Strategy
  • Confident
  • Investments
“Andrew has seamlessly helped me consolidate and make sense of my investments while providing me with the knowledge for me to feel confident in the decisions I'm making.”
In Business Since 2010
Licensed, BBB Rating: A+
6838 S East St, Indianapolis, IN
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Retirement Planning and Investment Management Services in Terre Haute, IN Cost Estimates

Minimum cost
$1074
Maximum cost
$9126
National Average
$3221
Avg Per Hour Rates
$323
$2148
$5905
Fair price range is based on 459 cost profiles
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Average Cost $3221
Minimum cost $1074
Maximum cost $9126
Avg Per Hour Rates $323

Fair range $2148 to $5905 is based on 459 cost profiles.

Why these companies made our list

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