Best Financial Advisors in South Bend

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
100+
Advisors
4.9/5.0
Average Rating

South Bend Financial Landscape

As of 2023, South Bend boasts a population of 100,886 and a growing economy driven by education, healthcare, and manufacturing sectors. The city is evolving with a focus on innovation and community development.

Major industries
Education, Healthcare, Manufacturing
Population
100.9K (metro: 200.0K)
Median household income
$50,000
Unique needs
South Bend requires investment in technology and infrastructure to support its evolving economy.
Market Insights
Economic Growth
According to BEA (2023), South Bend's economy is expanding, with a focus on tech and healthcare sectors driving growth.
Wealth Demographics
According to Census (2023), the median income in South Bend is $50,000, reflecting a diverse economic landscape.
Advisor Specializations
Based on BLS (2023), financial advisors in South Bend are increasingly specializing in retirement and estate planning.
Local Considerations
Cost of Living
According to BLS (2024), South Bend's cost of living remains below the national average, making it an attractive place to live.
Real Estate Market
According to Zillow (2024), South Bend's real estate market is experiencing fluctuations, with prices rising in desirable neighborhoods.
Business Environment
According to Fortune (2024), South Bend's business climate is improving, with new incentives attracting startups and established firms.

Top 5 Financial Advisors in South Bend

Edward Jones - Financial Advisor: Patrick C Reighter
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Terry L Clark
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Jerry L Hunt, AAMS®
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Leo E Priemer, CFP®|CEPA®|AAMS®
★ ★ ★ ★ ★ 5
Merrill Lynch Wealth Management
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in South Bend, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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South Bend-Specific Expertise
For South Bend residents working in Education, Healthcare, Manufacturing, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
South Bend's manufacturing focus poses risks from economic downturns. Housing market shows signs of volatility; diversify investments. Flooding risks exist; consider climate-resilient strategies.

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Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Indiana locations

Indianapolis Fort Wayne Evansville South Bend Carmel Fishers Bloomington Hammond