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Top Rated Financial Advisors in South Bend, Indiana

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in South Bend, Indiana is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in South Bend, Indiana with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in South Bend, Indiana near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

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Edward Camp

CFD Investments, Inc
CFP®, CLU®, ChFC®
Edward Camp, a financial fiduciary, provides financial services to clients in the Mishawaka, Indiana area. Edward holds a CFP®, CLU®, ChFC® certification. Edward has over 32 years of experience.

Additional Information:

Years of Experience:
32 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    National Financial Services

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Wesley Kotys

Kotys Wealth Professionals
CFP®, AAMS®
Wesley Kotys, a financial fiduciary, provides financial services to clients in the Valparaiso, Indiana area. Wesley holds a CFP®, AAMS® certification. Wesley has over 21 years of experience.

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Risk Management
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