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Financial Planning Firms in South Bend

Douglas Gehrke - Financial Advisor, Ameriprise Financial Services, LLC

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511 E Colfax Ave, South Bend, IN

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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 sometimes feel difficult. As an Ameriprise financial advisor serving clients in the South Bend, IN area, Douglas Gehrke will take the time to understand you and your goals, as well as those... Read More about Douglas Gehrke - Financial Advisor, Ameriprise Financial Services, LLC

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Rodney Jacobs - Private Wealth Advisor, Ameriprise Financial Services, LLC

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511 E Colfax Ave, South Bend, IN

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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 sometimes feel difficult. As an Ameriprise financial advisor serving clients in the South Bend, IN area, Rodney Jacobs will take the time to understand you and your goals, as well as those... Read More about Rodney Jacobs - Private Wealth Advisor, Ameriprise Financial Services, LLC

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Steven Null - Associate Financial Advisor, Ameriprise Financial Services, LLC

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3340 Hickory Rd, Mishawaka, IN

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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 sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Mishawaka, IN area, Steven Null will take the time to understand you and your goals, as well as those changing... Read More about Steven Null - Associate Financial Advisor, Ameriprise Financial Services, LLC

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VerityWealth Advisory Group - Ameriprise Financial Services, LLC

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202 South Michigan Street, Suite 320, South Bend, IN

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At VerityWealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the South Bend, IN area... Read More about VerityWealth Advisory Group - Ameriprise Financial Services, LLC

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Nicholas Raymond Powers - Financial Advisor, Ameriprise Financial Services, LLC

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3340 Hickory Rd, Mishawaka, IN

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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 sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Mishawaka, IN area, Nicholas Raymond Powers will take the time to understand you and your goals, as well as those... Read More about Nicholas Raymond Powers - Financial Advisor, Ameriprise Financial Services, LLC

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Shirley Myers - Financial Advisor, Ameriprise Financial Services, LLC

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511 E Colfax Ave, South Bend, IN

More info available at FINRA's BrokerCheck website

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 sometimes feel difficult. As an Ameriprise financial advisor serving clients in the South Bend, IN area, Shirley Myers will take the time to understand you and your goals, as well as those... Read More about Shirley Myers - Financial Advisor, Ameriprise Financial Services, LLC

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McCourt & Associates - Ameriprise Financial Services, LLC

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3340 Hickory Rd, Mishawaka, IN

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At McCourt & Associates, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Mishawaka, IN area to help... Read More about McCourt & Associates - Ameriprise Financial Services, LLC

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Bruce Mc Court - Private Wealth Advisor, Ameriprise Financial Services, LLC

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3340 Hickory Rd, Mishawaka, IN

More info available at FINRA's BrokerCheck website

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 sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Mishawaka, IN area, Bruce Mc Court will take the time to understand you and your goals, as well as those... Read More about Bruce Mc Court - Private Wealth Advisor, Ameriprise Financial Services, LLC

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Scott Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC

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202 South Michigan Street, Suite 320, South Bend, IN

More info available at FINRA's BrokerCheck website

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 sometimes feel difficult. As an Ameriprise financial advisor serving clients in the South Bend, IN area, Scott Smith will take the time to understand you and your goals, as well as those... Read More about Scott Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC

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Fidelity Investments

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1234 N Eddy St, Ste 124, South Bend, IN

Visit Your Local Investor Center Today!

Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.

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KeyBank

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4627 Miami St, South Bend, IN

Learn more about KeyBank's products and services

Cleveland-based KeyCorp is one of the nation’s largest bank-based financial services companies, with assets of approximately $93.8 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company’s businesses deliver their products and services through branches and offices;... Read More about KeyBank

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Bankers Life

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100 E Wayne St, Ste 150, South Bend, IN

Life or health insurance needs? Let us help.

Bankers Life provides life and health insurance products, including Medicare Supplement from Washington National and Medicare Advantage from affiliated carriers, annuities and investments designed for Americans who are near or in retirement. Our local agents in South Bend, IN live and work in the community, providing personalized guidance to help you plan a secure retirement.  With 200+ offices and 4,000 insurance agents... Read More about Bankers Life

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Old National Bank

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130 S Main St #100, South Bend, IN

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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, Iowa, Kentucky, Michigan, Minnesota, North Dakota, Tennessee, and Wisconsin. At Old National, you will find financial services for all of life, including personal and business banking, mortgages, investments, wealth management,... Read More about Old National Bank

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Cheryl Avery - Thrivent

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1657 Commerce Dr, Suite 10-B, South Bend, IN

574-862-2815

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Cheryl Avery - Thrivent

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1657 Commerce Dr, Suite 10-B, South Bend, IN

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Cheryl Avery is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in South Bend, IN make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Cheryl Avery - Thrivent

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Tammy Dickson - Thrivent

Tammy Dickson - Thrivent

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1657 Commerce Drive, Suite 10B, South Bend, IN

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Tammy Dickson is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in South Bend, IN make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Tammy Dickson - Thrivent

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Northwest Bank

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742 East Ireland Road, South Bend, IN

574-299-1500

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Northwest Bank

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742 East Ireland Road, South Bend, IN

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For 120 years, people have come to Northwest with dreams and ambitions. Sometimes, the solutions aren't so obvious or easy. Sometimes, we have to work a little harder to find the best answer and achieve success. At Northwest, we're passionate about helping people. Connecting them with the right products and services to reach their financial goals, whether they come to... Read More about Northwest Bank

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Diversified Planning

Diversified Planning

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216 S Taylor St South Bend INDIANA 46601 2509, South Bend, IN

574-233-5309

Diversified Planning

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216 S Taylor St South Bend INDIANA 46601 2509, South Bend, IN

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KeyBank

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4854 W Western Ave, South Bend, IN

Learn more about KeyBank's products and services

Cleveland-based KeyCorp is one of the nation’s largest bank-based financial services companies, with assets of approximately $93.8 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company’s businesses deliver their products and services through branches and offices;... Read More about KeyBank

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Old National Bank

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1233 Eddy St, Suite 101, South Bend, IN

Open a checking account online today!

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, Iowa, Kentucky, Michigan, Minnesota, North Dakota, Tennessee, and Wisconsin. At Old National, you will find financial services for all of life, including personal and business banking, mortgages, investments, wealth management,... Read More about Old National Bank

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216 S Taylor St South Bend INDIANA 46601 2509, South Bend, IN 574-233-5309