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Financial Advisors in South Bend, Indiana

Our hand-picked list of 6 financial advisors serving South Bend, Indiana. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in South Bend

Financial professionals in South Bend should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Indiana securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Indiana, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in South Bend

Fidelity Investments

1234, North Eddy Street, South Bend, IN, 46617

GAP ASSET MANAGEMENT, LLC

100 E. WAYNE STREET, SOUTH BEND, IN 46601

📞 (574) 485-••••

TIAA

1251, North Eddy Street, South Bend, IN, 46617

WALTER KEENAN WEALTH MANAGEMENT

202 S. MICHIGAN ST., SOUTH BEND, IN 46601

📞 (574) 287-••••

CERES PARTNERS, LLC

806 HOWARD ST

📞 (855) 242-••••

KESTREL WEALTH MANAGEMENT, LLC

201 S. MAIN STREET

📞 (574) 233-••••

Frequently Asked Questions

Where can I find financial advisors in South Bend, Indiana?

South Bend, Indiana has 6 financial advisors listed in our directory. Fidelity Investments is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in Indiana?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Indiana, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in South Bend?

Financial professionals in South Bend should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Indiana securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in South Bend?

Yes. Use our free quote form below — describe your project, and we'll match you with verified South Bend-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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