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Investment Securities in South Bend, IN

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1. TIAA Financial Services

TIAA Financial Services

1251 N Eddy St, South Bend, IN, 46617

CLOSED NOW

From Business: Our wealth management advisors in TIAAs South Bend, IN office are available to help clients achieve their financial goals by planning for lifelong income, saving for…

4. Moody's Investors Svc

Moody's Investors Svc

316 E Monroe St, South Bend, IN, 46601

7. Edward Jones - Financial Advisor: Jonn Shaver

Edward Jones - Financial Advisor: Jonn Shaver

212 E Lasalle Ave Ste 120, South Bend, IN, 46617

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
102 Years
in Business

8. Edward Jones - Financial Advisor: Lindsey Downey

Edward Jones - Financial Advisor: Lindsey Downey

5838 W Brick Rd Ste 105, South Bend, IN, 46628

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
102 Years
in Business

9. Edward Jones - Financial Advisor: Jerry L Hunt, AAMS™

Edward Jones - Financial Advisor: Jerry L Hunt, AAMS™

212 E Lasalle Ave Ste 120, South Bend, IN, 46617

CLOSED NOW

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
102 Years
in Business

10. Shirley Myers - Financial Advisor, Ameriprise Financial Services

Shirley Myers - Financial Advisor, Ameriprise Financial Services

511 E Colfax Ave, South Bend, IN, 46617

From Business: 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…

11. Phil Hamand - Old National Investments

Phil Hamand - Old National Investments

130 S Michigan St, South Bend, IN, 46601

From Business: Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/ SIPC). Insurance products are offered…

12. Matthew Grabner, CFP®

Matthew Grabner, CFP®

110 S Main St, South Bend, IN, 46601

CLOSED NOW

From Business: Helping you reach your financial goals by carefully developing a plan that aligns with your specific needs, experience and time horizon, is both an honor and my highest…

13. Waylon Peterson, CFP®

Waylon Peterson, CFP®

110 S Main St, South Bend, IN, 46601

CLOSED NOW

From Business: I've helped a great number of people make sound financial decisions that have stood the test of time while maintaining consistency with their individual comfort level and…

14. Jeneen Crane, CFP®

Jeneen Crane, CFP®

110 S Main St, South Bend, IN, 46601

CLOSED NOW

From Business: There are a lot of options for your retirement, but the first step is to develop a strategy. As a financial services representative, my job is to help you, at whatever stage…

16. Fidelity Investments

Fidelity Investments

1234 N Eddy St Ste 124, South Bend, IN, 46617

CLOSED NOW

From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…

17. Madsen, Jerry

Madsen, Jerry

54520 Northern Ave, South Bend, IN, 46635

CLOSED NOW

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

18. Downey, Lindsey A

Downey, Lindsey A

2515 N Bendix Dr, South Bend, IN, 46628

CLOSED NOW

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

19. Thomas, Sunu G

Thomas, Sunu G

505 E Ireland Rd, South Bend, IN, 46614

CLOSED NOW

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

20. Paul Schaefer, CFP®, ChFC, CLU

Paul Schaefer, CFP®, ChFC, CLU

1930 E Ireland Rd, South Bend, IN, 46614

CLOSED NOW

From Business: My highest priority is helping you reach your financial goals by carefully developing a plan that aligns with your specific needs, experience and time horizon. Regardless of…

22. Key Private Bank

Key Private Bank

202 S Michigan St Fl 4, South Bend, IN, 46601

CLOSED NOW

24. The Foundry

The Foundry

1233 N Eddy St Ste 106, South Bend, IN, 46617

CLOSED NOW
YP
15 Years
in Business

25. Natcity Investments

Natcity Investments

310 W Mckinley Ave, Mishawaka, IN, 46545

26. AXA Advisors

AXA Advisors

320 W 4th St, Mishawaka, IN, 46544

CLOSED NOW
YP
18 Years
in Business

30. Powers, Nicholas Raymond

Powers, Nicholas Raymond

3340 Hickory Rd, Mishawaka, IN, 46545

CLOSED NOW

From Business: 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…