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Financial Advisors Licensed to practice in Merrillville, Indiana
Wesley
Wesley Kotys, CFP®, AAMS®
Kotys Wealth ProfessionalsValparaiso, IN 46383
At Kotys Wealth Professionals everything we do is focused on you and your goals. Our first order of business is taking the time to get to know you what you want for yourself and your family, your appetite for risk, your plans for the future. With that foundation set, we then educate you, guide you and provide you with financial strategies that will help you accomplish your goals. We see money as a tool to help you realize your dreams and reach a higher purpose with your wealth.We invite you... read more>>
Lisa
Lisa D. Cameron
Savant Investment Advisers, Inc.Homewood, IL 60430
Savant Investment Advisers, Inc. is an independent comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow, preserve, and conserve our clients wealth by delivering personalized service and specialization.Todays investor is confronted with a number of investment choices. The acquisition of wealth requires significant hard work, dedication and thoughtful planning. The management of that... read more>>
Erik
Erik Johnson
Financial Engines Advisors, LLCOrland Park, IL 60462
Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the... read more>>
Michael
Michael Porrey, Jr., MBA CFP®
IHT Wealth ManagementChicago, IL 60606
IHT Wealth Management is a comprehensive financial services firm committed to guiding you to financial independence. We are dedicated to helping you grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service and expertise.Our mission is to assist our clients in navigating their unique financial plan by focusing on their goals, providing superior service, and working as a team with the client and other professionals. IHT Wealth Management partners with... read more>>
Matthew
Matthew Personette
Financial Engines Advisors, LLCHinsdale, IL 60523
Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the... read more>>
Brian
Brian Jensen
Financial Engines Advisors, LLCNorthbrook, IL 60062
Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the... read more>>
Ryan
Ryan Joelson
Guardian Rock WealthLake Forest, IL 60045
Ryan brings approximately 19 years of Wall Street education and experience and believes in customizing his services to your unique situation and needs. As an independent, primarily fee based advisor Ryan is not pressured to utilize any particular firm's products and has the flexibility to truly customize services based strictly on client needs. In addition to his long tenure on Wall Street, Ryan graduated from Yale University and has since obtained his CPA and Chartered Financial Analyst... read more>>
| List of Additional Financial Advisors in or around Merrillville, Indiana | |
| Ameriprise Financial Services, Inc. | Merrillville, IN |
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Are You A Financial Advisor in Indiana?
Must Have
- Minimum 5 years of Experience
- 5 year clear FINRA/SEC record
- Must be Fee Based or Fee Only