Indiana > South Bend Yellow Pages > Finance > Investment Services & Advisors

South Bend Investment Services & Advisors

Local Businesses: 36

1St Source Bank

100 North Main Street
South Bend, IN 46601
(574) 235-2000
Categories: Banks, Loans Personal, Mortgage Bankers & Correspondents, Investment Services & Advisors

Ameriprise Financial

800 East Jefferson Boulevard
South Bend, IN 46617-2905
(574) 234-0023 +view more
Melissa Elkens
Categories: Financial Planning Consultants

Ameriprise Financial

1025 Widener Lane
South Bend, IN 46614-3242
(574) 231-9300
Jak Crossley (Manager)
Categories: Financial Planning Consultants

City Securities Corporation

100 East Wayne Street Suite 130
South Bend, IN 46601-2350
(574) 233-9461
Richard Greulich (Senior Vice President)
Products: Bonds, Mutual Funds, Stocks, Equities, Fixed Income Securities
Categories: Financial Services, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Creative Financial Planning Advisors Inc

914 Lincoln Way West
South Bend, IN 46616-1152
(574) 232-8000 +view more
Ronald Silverman (Manager)
Services: Registered Investment Advisor, Comprehensive Fee Only Financial Planning, Free…
Categories: Investment Services & Advisors, Financial Planning Consultants

Diversified Planning

216 South Taylor Street
South Bend, IN 46601-2509
(574) 233-5309 +view more
Willis Holmes
Products: Annuities, Mutual Funds, Securities
Services: Great Rates, Medicare & Medicaid Planning, Advice, Counseling, Estate Conservation,…
Categories: Estate And Property Attorneys & Lawyers, Insurance Income, Insurance Medicare, Insurance Retirement Annuities & Pension, Financial Planning Consultants, Investments & Mutual Funds

Edward Jones - Financial Advisor: Alison M Bontrager

MAKING SENSE OF INVESTING
1290 East Ireland Road Suite 400y
South Bend, IN 46614-3549
(574) 299-8921
Products: South Bend Financial Advisor Investment Management Funds Investment Stock &…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Eric B Ytterberg

MAKING SENSE OF INVESTING
16285 State Road 23
South Bend, IN 46635-1455
(574) 277-7025
Products: South Bend Financial Advisor Investment Management Funds Investment Stock &…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Jerry L Hunt

MAKING SENSE OF INVESTING
212 East Lasalle Avenue Suite 120
South Bend, IN 46617-2739
(574) 287-8281
Products: South Bend Financial Advisor Investment Management Funds Investment Stock &…
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Leo E Priemer

MAKING SENSE OF INVESTING
227 South Main Street Suite 101
South Bend, IN 46601-2124
(574) 288-3510
Products: South Bend Financial Advisor Investment Management Funds Investment Stock &…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Leo J Priemer

MAKING SENSE OF INVESTING
431 South Main Street
South Bend, IN 46601-2207
(574) 289-9292
Products: South Bend Financial Advisor Investment Management Funds Investment Stock &…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Matt Wilson

MAKING SENSE OF INVESTING
2515 North Bendix Drive Suite 106
South Bend, IN 46628-3494
(574) 283-0542
Products: South Bend Financial Advisor Investment Management Funds Investment Stock &…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Matthew J Russell

MAKING SENSE OF INVESTING
1001 North Hickory Road Suite 8b
South Bend, IN 46615-3769
(574) 246-1776
Products: South Bend Financial Advisor Investment Management Funds Investment Stock &…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Ryan Hale

MAKING SENSE OF INVESTING
505 East Ireland Road Unit 3
South Bend, IN 46614-2659
(574) 291-4111
Products: South Bend Financial Advisor Investment Management Funds Investment Stock &…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Shawn M Stevens

MAKING SENSE OF INVESTING
505 East Ireland Road Suite 1
South Bend, IN 46614-2659
(574) 299-1287
Products: South Bend Financial Advisor Investment Management Funds Investment Stock &…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Terry L Clark

MAKING SENSE OF INVESTING
52578 Indiana State Route 933
South Bend, IN 46637-3239
(574) 277-8850
Products: South Bend Financial Advisor Investment Management Funds Investment Stock &…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Elton Stephens

4016 South Michigan Street
South Bend, IN 46614-2504
(574) 291-3823
Stephens Elton
Products: Bonds, Stocks, Equities, Fixed Income Securities
Services: Brokerage Services, Income Planning, Nyse, Accounting, New York Stock Exchange
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Financial Freedom Educational Center

3222 Mishawaka Avenue
South Bend, IN 46615-2352
(574) 234-3616
Categories: Financial Services, Financial Assistants

Fiserv

3575 Moreau Court
South Bend, IN 46628-4320
(574) 282-3300
Sadu Saduthinakal (President)
Categories: Financial Services, Financial Planning Consultants

Foundry Partners

1233 North Eddy Street Suite 106
South Bend, IN 46617-1481
(574) 287-9710
Categories: Security Brokers & Dealers

Global Development Inc

115 South Lafayette Boulevard
South Bend, IN 46601-1544
(574) 222-2245
Categories: Security Brokers & Dealers

Kestrel Wealth Management Llc

105 East Jefferson Boulevard Suite 224
South Bend, IN 46601-1911
(574) 233-2200
Categories: Investment Services & Advisors

Merrill Lynch

100 North Michigan Street Suite 500
South Bend, IN 46601-1631
(574) 282-3600 +view more
Elaine Kendell (Vp)
Products: Bonds, Commodities, Defined Benefit, Government Securities, International Securities,…
Services: Banking, Bonds, Brokerage Services, Estate Planning, Investment Planning, Mutual…
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Michiana Financial Group

4560 South Ironwood Drive
South Bend, IN 46614-9595
(574) 231-4980
Rob Hooker (Owner)
Categories: Financial Planning Consultants

Morgan Stanley

211 West Washington Street Suite 2200
South Bend, IN 46601-1707
(574) 233-9400
Peter Rumley (President)
Categories: Financial Planning Consultants, Security Brokers & Dealers

Nassau Wealth Management

19100 State Line Road
South Bend, IN 46637-2044
(574) 387-4696
Categories: Financial Planning Consultants

Oasis Financial

17903 State Road 23
South Bend, IN 46635-1642
(574) 246-1165
Daniel Osberger (Owner)
Services: Osberger Accounting Services, College Readiness Retirement Readiness, Tax Planning…
Categories: Public Accountants, Financial Planning Consultants

Pennfield Capital Corporation

205 West Jefferson Boulevard Suite 400
South Bend, IN 46601-1811
(574) 968-9010
Richard Rock (Owner)
Categories: Investment Services & Advisors

Rural Services Of Indiana

60918 US 31 South
South Bend, IN 46614-5148
(574) 299-9648 +view more
Roslyn Amor (Executive Director)
Categories: Investment Services & Advisors

Schmidt Marlin

1850 Ridgewood Circle
South Bend, IN 46617-1841
(574) 232-5614
Marlin Schmidt
Categories: Financial Planning Consultants

Siberell John A & Co Brokr

202 South Michigan Street Suite 824
South Bend, IN 46601-2012
(574) 232-4854
John Siberell (Owner)
Products: Bonds, Stocks, Equities, Fixed Income Securities
Services: Brokerage Services
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Strategic Resource Management

401 East Colfax Avenue Suite 203
South Bend, IN 46617-2736
(574) 287-2222
Categories: Financial Planning Consultants

Sym Financial Corporation

210 South Michigan Street Suite 300
South Bend, IN 46601-2023
(574) 287-0035
George Wolfson (Executive Vice President)
Products: Bonds, Mutual Funds, Stocks, Equities, Fixed Income Securities
Services: Online Services, E-Services, Internet Services
Categories: Financial Planning Consultants

Taag Indiana

3617 Mckinley Avenue
South Bend, IN 46615-3135
(574) 400-0903
Categories: Security Brokers & Dealers

Walter & Keenan Financial Consulting

211 West Washington Street Suite 2400
South Bend, IN 46601-1708
(574) 232-5977 +view more
James Keenan (Manager)
Categories: Financial Planning Consultants

Wasatch Advisors South Bend

1234 North Eddy Street
South Bend, IN 46617-1480
(574) 204-2917
Categories: Financial Planning Consultants


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