Valparaiso, IN

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Valparaiso, IN
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Best Financial Advisors in Valparaiso, IN

The highest-rated Financial Planning & Wealth Management companies out of 185 vetted & reviewed in the Valparaiso area.

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Laciak Accountancy Group

Laciak Accountancy Group

(1)
Individual Services, Estate Planning, Safesend Returns
“Joe literally knows everything about every possible situation business owners face with their finances because he's been doing the same thing for his whole life.”
In Business Since 1990
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Remote Consultations Available
56 S Washington St 2nd floor, Valparaiso, IN 46383
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Murphy Wealth Management

Murphy Wealth Management

(17)
Small Estate Affidavit (Indiana), Retirement Planning, Social Security
“They have guided me on retirement plan options through changing careers and explained the reasonable path for long term care for my parents while helping me think about taking care of my family later in my life.”
In Business Since 2018
Family Business
332 W US Hwy 30 # B, Valparaiso, IN 46385
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Barney & Pendleton Group

Barney & Pendleton Group

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“We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of t...”
In Business Since 2013
Transparent Fees & Pricing
61 Indiana Ave c, Valparaiso, IN 46383
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Blue Sky Financial Partners

Blue Sky Financial Partners

(3)
“Best Financial Planners you can find, would be hard to compare the service they provide in my option would rate them 10 Stars and they take the time with you and make sure you understand everything for A to Z and you never feel rushed or pressured in...”
In Business Since 2012
2400 Cumberland Dr suite a, Valparaiso, IN 46383
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Vertical Financial Group

Vertical Financial Group

(1)
“Their team have been in the business for decades.”
In Business Since 2015
555 Eastport Center Dr #B, Valparaiso, IN
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R.B. Smith Co.

R.B. Smith Co.

(1)
“Very professional, knowledgeable, and willing to help in any way that they can”
In Business Since 2004
554 Vale Park Rd, Valparaiso, IN 46385
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Kotys Wealth Professionals

Kotys Wealth Professionals

“We are passionate about the work we do here. We are driven by the purpose of providing exceptional investment management and financial planning. Our goal is to become your trusted advisor that focuses more on your money than you do, so you can contin...”
In Business Since 2012
Licensed, BBB Rating: A+
1111 E Glendale Blvd Suite 105, Valparaiso, IN 46383
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Charlesworth Financial Services

Charlesworth Financial Services

“Good bookkeeping is the core function of a properly run business. As accountants with practical business experience, we are highly qualified to assist with your bookkeeping on a variety of levels depending on your needs, whether that's helping you do...”
Free Initial Consultation
2000 Comeford Rd Suite 1, Valparaiso, IN 46383
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Harvest Wealth Partners

Harvest Wealth Partners

Services For Individuals, New Client Process, Services For Businesses
“Our vision is to bring life and financial freedom to the communities we serve. Our team continuously pours its time and energy into serving our local community. We support and volunteer at organizations such as the Food Bank of NWI, the Special Olymp...”
In Business Since 2021
Family Business
CFP, CFP, CFP Certified
1759 Thornapple Cir, Valparaiso, IN 46385
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Sikorski Wealth Management Group

Sikorski Wealth Management Group

“When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals and individuals with an extensive background in addressing your particular financial needs.”
In Business Since 2005
203 Jefferson St, Valparaiso, IN 46383
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Thrivent - Northwest Indiana Group

Thrivent - Northwest Indiana Group

(1)
“Good people and even better water.”
57 Franklin St #207, Valparaiso, IN
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Farrall Wealth

Farrall Wealth

“After decades of helping people walk towards retirement, we have learned that our favoriteclients are people who respect the word that we do and are great to work with.”
In Business Since 2010
105 Lincolnway #205, Valparaiso, IN 46383
Featured

5 Financial Decisions You Should Make Before the End of 2022 This past year has been stressful, to say the least. With a war in Ukraine, unsettling economic outlooks, and concerns about inflation, it hasn’t exactly been the smooth recovery from the pandemic we had hoped for. As overwhelming as these issues are, it’s always a good time to take control of your finances to set yourself up for a successful 2023. Build up your financial confidence before the new year by following these 5 tips.

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Risetter Accounting Solutions

Risetter Accounting Solutions

“Our accountants are board certified and stay current with continuous certifications and seminars to ensure we are up-to-date on all of the newest information, laws, regulations, and techniquesin our field.”
In Business Since 2015
105 Lincolnway Suite 202, Valparaiso, IN
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Patten Financial Group

Patten Financial Group

In Business Since 2021
209 Morthland Dr Suite 2A, Valparaiso, IN
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Oak Partners

Oak Partners

(6)
  • Team
  • Informative
“Oak Partners has a great group of people to work with!”
In Business Since 1999
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Serving Valparaiso Area
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Chase Lowden, Financial Advisor

Chase Lowden, Financial Advisor

(10)
Business Owner Strategies, Retirement Income Planning, Insurance Solutions
“I would highly recommend speaking with Chase Lowden for questions regarding life insurance, long term care insurance, Roth IRA's, Annuities or anything other financial needs or questions you might have, even if you don't know how to start, he will ea...”
In Business Since 2005
Serving Valparaiso Area
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Conduit Investment Advisors

Conduit Investment Advisors

(7)
  • January
“I have been familiar with Eric January's leadership and tenacious attitude toward achieving financial success for years and have found him to be "spot-on" in his approach to finances.”
In Business Since 2017
Free Initial Consultation
Licensed
Serving Valparaiso Area
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Laszlo Rigsby Advisory

Laszlo Rigsby Advisory

(3)
Retirement Planning, Group Benefits and Business Solutions, Insurance Strategies
“John and Tim do a great job with taxes- last few years working with them have been exceptional!”
In Business Since 2012
Serving Valparaiso Area
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Joseph Korzeniewski, Financial Advisor @ Airey Financial Group

Joseph Korzeniewski, Financial Advisor @ Airey Financial Group

(2)
Business Owner Strategies, Retirement Income Planning, Insurance Solutions
“Joseph was very personable and easy to work with.”
In Business Since 2005
Serving Valparaiso Area
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Aspirean Wealth

Aspirean Wealth

(4)
  • Team
“More than that, like counselors, they help prioritize and mitigate all the ideas, thoughts, feelings, and conversations that feed into dream seeking.”
In Business Since 2017
Licensed
Serving Valparaiso Area
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Eley-Graham-Austgen Financial Advisory Services

Eley-Graham-Austgen Financial Advisory Services

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“Throughout history, we have developed long-term, mutually-beneficial relationships built on the highest levels of trust, integrity, and service. In so doing, we have created relationships that, like our company, endure over time. We look forward to d...”
In Business Since 2001
Serving Valparaiso Area
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Forsythe Wealth Management

Forsythe Wealth Management

(1)
“We are very pleased with the opportunities they have created for us and most importantly the excellent customer service and care they have shown in managing our finances.”
In Business Since 2019
Serving Valparaiso Area
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Furmankiewicz & Associates

Furmankiewicz & Associates

(3)
“We have been his clients for over 20 years, for our business, rental and individual taxes, as well as negotiating back taxes with IRS.”
In Business Since 2009
Serving Valparaiso Area
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Envoy Wealth Management

Envoy Wealth Management

“We understand that individuals face unique challenges when it comes to realizing their financial goals. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve ...”
In Business Since 2017
Serving Valparaiso Area
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Retirement Planning and Investment Management Services in Valparaiso, IN Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 293 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 293 cost profiles.

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