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State DirectoryMutual Funds in South Bend, IN
1. Edward Jones - Financial Advisor: Jonn Shaver
212 E Lasalle Ave Ste 120, South Bend, IN, 46617
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
2. Edward Jones - Financial Advisor: Lindsey Downey
5838 W Brick Rd Ste 105, South Bend, IN, 46628
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
3. Edward Jones - Financial Advisor: Jerry L Hunt, AAMS™
212 E Lasalle Ave Ste 120, South Bend, IN, 46617
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
4. Paladin Legacy Advisory Group - Ameriprise Financial Services
511 E Colfax Ave Ste 3, South Bend, IN, 46617
From Business: At Paladin Legacy Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…
5. Phil Hamand - Old National Investments
130 S Michigan St, South Bend, IN, 46601
From Business: Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/ SIPC). Insurance products are offered…
6. Matthew Grabner, CFP®
110 S Main St, South Bend, IN, 46601
From Business: Helping you reach your financial goals by carefully developing a plan that aligns with your specific needs, experience and time horizon, is both an honor and my highest…
7. Waylon Peterson, CFP®
110 S Main St, South Bend, IN, 46601
From Business: I've helped a great number of people make sound financial decisions that have stood the test of time while maintaining consistency with their individual comfort level and…
8. Jeneen Crane, CFP®
110 S Main St, South Bend, IN, 46601
From Business: There are a lot of options for your retirement, but the first step is to develop a strategy. As a financial services representative, my job is to help you, at whatever stage…
9. Old National Bank
130 S Main St Ste 100, South Bend, IN, 46601
From Business: Old National Bank is your bank for South Bend. Our focus is on helping you achieve your financial goals and working to strengthen the communities we serve in Illinois, Indiana,…
10. Scott Smith - Private Wealth Advisor, Ameriprise Financial Services
205 W Jefferson Blvd Ste 502, South Bend, IN, 46601
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
11. Melissa Eikens - Financial Advisor, Ameriprise Financial Services
800 E Jefferson Blvd, South Bend, IN, 46617
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
12. Old National Bank
1233 N Eddy St, South Bend, IN, 46617
From Business: Old National Bank is your bank for South Bend. Our focus is on helping you achieve your financial goals and working to strengthen the communities we serve in Illinois, Indiana,…
13. Fidelity Investments
1234 N Eddy St Ste 124, South Bend, IN, 46617
From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…
14. Paul Schaefer, CFP®, ChFC, CLU
1930 E Ireland Rd, South Bend, IN, 46614
From Business: My highest priority is helping you reach your financial goals by carefully developing a plan that aligns with your specific needs, experience and time horizon. Regardless of…
21. Bruce Mc Court - Private Wealth Advisor, Ameriprise Financial Services
3340 Hickory Rd, Mishawaka, IN, 46545
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
22. Steven Null - Associate Financial Advisor, Ameriprise Financial Services
3340 Hickory Rd, Mishawaka, IN, 46545
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
23. Jennifer Wagnerowski, CFP®, CDFA®
133 E Mckinley Ave, Mishawaka, IN, 46545
From Business: There are a lot of options for your retirement, but the first step is to develop a strategy. As a financial services representative with Everwise Investment Services, my job is…
24. Camp Wealth Management
3835 Edison Lakes Pkwy #300, Mishawaka, IN, 46545
From Business: Edward's Philosophy I believe in a comprehensive approach to financial planning and I'm a firm believer in diversification. As an independent financial planner, I am not…
25. Steve Pischalko - Financial Advisor, Ameriprise Financial Services
515 Park Place Cir Ste 300, Mishawaka, IN, 46545
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
26. Daniel Long - Financial Advisor, Ameriprise Financial Services
4440 Edison Lakes Pkwy Ste 200, Mishawaka, IN, 46545
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
27. Tom Polaski - Financial Advisor, Ameriprise Financial Services
4440 Edison Lakes Pkwy Ste 200, Mishawaka, IN, 46545
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
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