Best Financial Advisors in South Bend

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Golden Years Financial Advisors, Inc. logo
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Golden Years Financial Advisors, Inc.

614 E. Ireland Road, South Bend, IN 46614
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  • Certified Financial Planner (CFP)
  • Finance Planning

Business Description

Golden Years Financial Advisors, Inc., offers financial planning and asset management solutions to the locals of South Bend. The firm employs the Sleep Well At Night method of planning, which covers asset allocation and risk, legacy planning, tax strategies, social security, income planning, and new generation retirement. Kevin Anthony, the firm's president, has been in the industry for over 35 years. He focuses on dealing with money management and helping his clients increase their net worth.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
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Golden Years Financial Advisors, Inc.

Metzger Mancini & Lackner LLP logo
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Metzger Mancini & Lackner LLP

115 S. Eddy St, South Bend, IN 46617
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  • Estate and Trust Specialist
  • Tax Planning

Business Description

Metzger Mancini & Lackner LLP is a financial services firm that has been serving both residential and commercial clients from South Bend and the surrounding areas for more than six decades. It provides financial planning services, which include investment planning, retirement and succession planning, debt management, and cash flow and cost controls. It works with clients' investment and retirement planners, attorneys, insurance agents, and business partners. The company is a member of the American Institute of Certified Public Accountants.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (46)
Facebook
5.0 / 5 (2)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
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Metzger Mancini & Lackner LLP

Oasis Financial Solutions, Inc. logo
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Oasis Financial Solutions, Inc.

17903 S.R. 23, South Bend, IN 46635
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  • Tax Planning
  • Tax Preparation

Business Description

Oasis Financial Solutions, Inc., provides financial advisory services to clients in South Bend and the surrounding areas. It focuses on helping individuals prepare for their taxes by providing tax and accounting services. These services include QuickBooks recordkeeping, tax-efficient investing, estate returns, and tax preparation. The company's founder, Daniel F. Osberger, served as the vice president of finance at Saint Mary's College. He is also a certified public accountant who caters to individuals, small businesses, and families.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
5.0 / 5 (2)
Facebook
3.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
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Oasis Financial Solutions, Inc.

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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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