Find the right advisors to meet your financial planning needs in South Bend, Indiana

Financial advisors also known as financial planners are professionals who advise their clients on matters such as personal finance, wealth management, retirement, estate planning, tax planning and much more. They hold expertise in various fields and can assist you whether you’re looking to set up an investment account, a college plan, retirement savings plan or simply have a query about life insurance.

A financial planner can help you navigate your finances to secure your financial future. With his help, you can clear all your doubts, take a call on your present investments that you may have, and design future financial strategies keeping in mind your risk appetite.

To make your job easier, we have compiled a list of top vetted financial planners in South Bend, Indiana that can fulfill your requirements.

List of Qualified
Financial Planners in South Bend, Indiana


Edward Camp

CFD Investments, Inc

3835 Edison Lakes Parkway Suite 300

Mishawaka, IN 46545

574 2730803

Connect with Edward

Wesley Kotys

Kotys Wealth Professionals

1111 Glendale Blvd.
Suite 105

Valparaiso, IN 46383

219 4656924

Connect with Wesley

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