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State DirectoryInvestment Management in Union, MI
2. Brandt Wealth Advisors
Serving the Union Area
From Business: Philip Brandt, Senior Advisor at Brandt Wealth Advisors: My fee-based advisory services place me on the same side of the table as my clients and I take my fiduciary role…
4. Edward Jones - Financial Advisor: Ross M Hougland, CFP®|AAMS™
203 E Vistula St Ste A, Bristol, IN, 46507
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…
6. Loucks & Weaver Financial Advisory Group
719 E Bristol St, Elkhart, IN, 46514
From Business: Loucks & Weaver Financial, Inc. (LWF), an investment advisory firm registered with the state of Indiana, provides investment advisory services to help clients attain their long…
7. Caela Mavracic
201 County Road 6 W, Elkhart, IN, 46514
From Business: Working together, I can help you create a strategy geared toward meeting your key financial goals. We can start small and grow or evaluate and build upon your existing…
10. Edward Jones - Financial Advisor: Andrew J Asma
1514 E Bristol St Ste A, Elkhart, IN, 46514
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…
11. Old National Bank
320 N Main St, Elkhart, IN, 46516
From Business: Old National Bank is your bank for Elkhart. Our focus is on helping you achieve your financial goals and working to strengthen the communities we serve in Illinois, Indiana,…
12. Allstate Personal Financial Representative: Michael Lobeck
23987 Us Highway 33, Elkhart, IN, 46517
From Business: As a Personal Financial Representative in Elkhart, I’ve gotten to know many local families. I understand that when it comes to planning for your financial future, each person’s…
14. 5 Star Investing, LLC
304 N Main St Suite A, Middlebury, IN, 46540
Wheelchair accessible
16. Indiana Trust & Investment Management Company
307 South Main Street, Ste 311, Elkhart, IN, 46516
Wheelchair accessible18. Flagstar Bank
760 S Us Highway 131, Three Rivers, MI, 49093
From Business: At Flagstar, the success with our customers starts with our people. The expertise and personal dedication of our team are the factors that allow us to excel. That is why we set…
19. Edward Jones - Financial Advisor: Desie Hardin
68925 M 62 Ste B, Edwardsburg, MI, 49112
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. Steve Spivey, CFP®
13050 State Road 23, Granger, IN, 46530
From Business: For most people, achieving and maintaining financial strength is a lifetime goal. It involves planning, preparation, performance and follow-through at all three stages of the…
22. Indiana Trust Wealth Management
4045 Edison Lakes Pkwy, Mishawaka, IN, 46545
From Business: •We are an independent, single-purpose financial institution providing objective, unbiased advice. •As an employee-owned company, we are committed to an investment in the…
23. Financial Freedom Educational Center
3222 Mishawaka Ave, South Bend, IN, 46615
From Business: 1. Eliminate your debt in 1/2 to 1/3 the time without refinancing or increasing your PAYMENTS. 2. Turn your debt into wealth and create a personal Family bank. 3. Leave a TAX…
27. Indiana Trust Wealth Management
4045 Edison Lakes Pkwy, Mishawaka, IN, 46545
From Business: •We are an independent, single-purpose financial institution providing objective, unbiased advice. •As an employee-owned company, we are committed to an investment in the…
28. Edward Jones - Financial Advisor: Michael W Morgan
1704 E Day Rd, Mishawaka, IN, 46545
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…
29. Old National Bank
7030 Heritage Square Dr, Granger, IN, 46530
From Business: Old National Bank is your bank for Granger. Our focus is on helping you achieve your financial goals and working to strengthen the communities we serve in Illinois, Indiana,…
30. Daniel Long - Financial Advisor, Ameriprise Financial Services
4440 Edison Lakes Pkwy Ste 200, Mishawaka, IN, 46545
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…
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