Wealth Management Firms Elkhart IN

Welcome to the Engine Builder Local Pages. Here you can find local information about Wealth Management Firms in Elkhart, IN. We have compiled a list of businesses and services around Elkhart, including Investment Banking that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Investment Management in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

John Liechty
Integrated Financial Planning Solutions, LLC
(574) 975-3682
203 South Main Street
Goshen, IN
Expertises
Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Socially Responsible Investments, Insurance Related Issues, including Annuities, Investment Advice without Ongoing Management, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc, CLU

Mr. Donald G. Stohler, CFP®
(574) 294-3700
825 E Jackson Blvd
Elkhart, IN
Firm
Northwestern Mutual Financial Network

Data Provided By:
Deborah A. Dehoff, CFP®
(574) 522-3738
100 S Main St
Elkhart, IN
Firm
Compass Wealth Advisors
Areas of Specialization
Asset Allocation, Estate Planning, General Financial Planning, Investment Management, Retirement Planning, Women's Finances
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000



Data Provided By:
Mr. Gregory L. Schoenfeld, CFP®
(574) 522-3738
100 S Main St
Elkhart, IN
Firm
Compass Wealth Advisors
Areas of Specialization
Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
Mr. Jason R Hessler, CFP®
(574) 522-8761
131 E. Franklin Suite 17
Elkhart, IN
Firm
1st Source Bank
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Estate Planning, General Financial Planning, Government and Military
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000



Data Provided By:
Aaron Coates
Valeo Financial Advisors, LLC
(574) 206-4454
18709 Taft Court
Goshen, IN
Expertises
Advising Medical Professionals, Advising Entrepreneurs, High Net Worth Client Needs, Planning Issues for Business Owners, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CIMA

Mrs. Therese Kantar, CFP®
(877) 792-7297
358 S Elkhart Ave Ste 100
Elkhart, IN
Firm
TCU Investment Services
Areas of Specialization
Wealth Management

Data Provided By:
Mr. Larry L. Lyon, CFP®
(219) 294-2578
204 S Main St
Elkhart, IN
Firm
Lyon Investment Services Co

Data Provided By:
Mr. Tony A Bails, CFP®
(877) 792-7267
358 S Elkhart Ave
Elkhart, IN
Firm
B2 Financial, Inc.
Areas of Specialization
Estate Planning, Investment Management, Retirement Income Management, Tax Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. John E. Klehfoth, CFP®
(574) 294-3500
307 S Main St Ste 311
Elkhart, IN
Firm
Indiana Trust and Investment Management Company
Areas of Specialization
Asset Allocation, Employee and Employer Plan Benefits, Estate Planning, Investment Management, Investment Planning, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Data Provided By:
Babcox Media • www.babcox.com
3550 Embassy Parkway
Akron, OH 44333
330-670-1234 • (FAX) 330-670-0874