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.

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.

Mishawaka, IN

Telephone Advisor

Telephone: 574-273-0803

Visit Advisor Website

https://cfdinvestments.com/

View Research Report

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

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.

Valparaiso, IN

Telephone Advisor

Telephone: 219-465-6924

Visit Advisor Website

https://kotyswealthpro.com/

View Research Report

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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Edelman Financial Engines, LLC

Jeffrey Whitmer, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Ft Wayne, Indiana area.

Ft Wayne, IN

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure


• Fee-Only
• Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

Randy Dippell

Milestone Money

RMA^® CRPC^® AIF^® CEPA^®

Randy Dippell, a financial fiduciary, provides financial services to clients in the Chicago, Illinois area. Randy holds a RMA^® CRPC^® AIF^® CEPA^® certification. Randy has over 19 years of experience.

Chicago, IL

Telephone Advisor

Telephone: 312-815-8335

Visit Advisor Website

https://milestonemoney.com/

View Research Report

Additional Information:

Years of Experience:
19 Years

Fee Structure


• Fee-Based
• Flat Fee
• Based on Assets

Asset Requirement: $0

Financial Services Provided:


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