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Explore Financial Advisors Serving South Bend, IN

Review the services and client experiences of 2 financial advisors serving South Bend, IN. Whether you need retirement planning, investment guidance or broader financial advice, identify relevant professionals and ask about consultations and fees.
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Catanzarite Financial Services
23 Years
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Catanzarite Financial Services provides personalized retirement planning strategies for professionals seeking tax-efficient wealth preservation. Our Retire Abundantly Process identifies financial blind spots and develops tailored frameworks to reduce risk while maintaining control over legacy assets. With 20+ years of experience, we combine certified financial planning expertise with proven methodologies to address complex retirement challenges.
Retirement Planning Tax Optimization Estate Structuring
Clarity in planning Confidence-building approach Personalized strategies
(574) 232-2650 Call Profile
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Resources Planning Group
50+ Years
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The Resources Planning Group is a leading Managing General Underwriter (MGU) providing specialized insurance solutions globally. We offer comprehensive coverage in Accident & Health, Transactional Risk, Property & Construction, Renewable Energy, and Offshore Upstream sectors. With a focus on innovation and client-specific needs, we deliver tailored insurance programs backed by 25+ capacity providers and a global presence across 16 locations.
Accident & Health Insurance Transactional Risk Insurance Property & Construction Insurance
(574) 234-5081 Call Profile
Granger (9.0 mi) Elkhart (14.2 mi) Stevensville (27.1 mi)