Contact Sign In Add Your Business

Which Financial Advisor Should You Choose in South Bend, IN?

Review 2 local financial advisors in South Bend, IN and check what each professional offers. Read client feedback, compare professional information and shortlist advisors who cover the investment, retirement or broader financial planning needs you have.
Not rated yet
Resources Planning Group
50+ Years
Emergency
Not rated yet
Resources Planning Group is a leading Managing General Underwriter (MGU) providing tailored insurance solutions across global markets. Specializing in complex risk management, the company offers expertise in Property & Construction, Renewable Energy, Cyber, and Transactional Risk insurance. With a focus on proactive claims handling and partnerships with top-tier insurers, RiskPoint delivers customized protection for businesses worldwide.
Property & Construction Insurance Cyber Insurance Renewable Energy Insurance
Expert underwriting Global reach Proactive claims team
(574) 234-5081 Call Profile
Not rated yet
DFA Financial Services
Not rated yet
DFA Financial Services specializes in business acquisitions, valuations, and merger advisory services. With over 37 years of experience guiding clients through complex transactions, we provide end-to-end support for buying, selling, and valuing businesses across diverse industries. Our expertise combines hands-on business ownership experience with executive financial management backgrounds.
Business Valuations Mergers & Acquisitions Transaction Management
(574) 232-1852 Call Profile
Granger (9.0 mi) Elkhart (14.2 mi) La Porte (24.7 mi) Stevensville (27.1 mi)