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Best Financial Advisors in Terre Haute

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Terre Haute, IN
  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Investment Management

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

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

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Terre Haute, IN

Why choose this provider?

Need help contacting a Financial Advisor in Terre Haute? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

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
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
2901 Ohio Boulevard Suite 242, Terre Haute, IN 47803
  • Private Wealth Advisor

Why choose this provider?

Wabash Capital has been serving clients in various locations nationwide, including Terre Haute, since 1997. It assists individuals in building investment portfolios and planning generational wealth transfer. It also manages trusts, IRAs, and 401(k) and 403(b) retirement plans. The CEFEX-certified firm provides investment advisory and fiduciary compliance services to institutions such as private schools, churches, and not-for-profit organizations. It also caters to Spanish-speaking clients. President and co-founder Don Edwards is a member of the Indianapolis Society of Financial Analysts and the CFA Institute.

License Verified:

License: 107932

Investment Adviser Public Disclosure Database, SEC

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
Facebook
5.0 / 5 (7)
Google
5.0 / 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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
357 East Winslow Road, Terre Haute, IN 47401
  • Certified Financial Planner (CFP)

Why choose this provider?

Innovative Financial Solution caters to the residents of Terre Haute and the surrounding areas. It provides wealth management and advisory services to individuals, families, and business owners who want to grow and protect their assets. The firm's advisors have 40 years of combined experience in preparing financial plans parallel to clients' needs, objectives, and budgets. They curate and implement Social Security, estate, charitable, educational, tax, and investment plans. One of the firm's senior advisors, William R. Verhagen, is also a CPA.

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

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
Helpfulness
Detail

Website
1190 East Canvasback Drive, Terre Haute, IN 47802
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Why choose this provider?

Capital Planning Systems, Inc., helps individuals in Terre Haute who want to invest to accumulate wealth, financially protect their families, or maintain their assets. It provides clients with peace of mind by charting a proven strategy for achieving their goals. The firm offers securities through CFD Investments and advisory services through Creative Financial Designs. Company President Gene Griffin has a CFP designation. He has been in the financial services industry for more than three decades.

Website
1340 Ohio Street, Terre Haute, IN 47807
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning

Why choose this provider?

Cedar Wealth Partners caters to customers in the Terre Haute metro and the surrounding communities. It helps individuals achieve financial independence by offering planning services. Its process involves gathering the clients' necessary data and goals and analyzing and evaluating their current financial status. It also develops, presents, and implements plans suited to their situation. The company also provides investment management solutions. Ty Needler is the managing director of Cedar Wealth Partners and has been in the financial services industry since 2009. He holds the CFP and CCFS designations.

License Verified:

License: 288903

Investment Adviser Public Disclosure Database, SEC

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.
4.8
Google
4.8 / 5 (8)

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
Helpfulness
Detail

Website
1326 East Davis Drive, Terre Haute, IN 47802
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Structured Wealth Management provides clients in Terre Haute with options involving retirement, investment, and tax planning. Its team collaborates with individuals, families, and businesses in discussing the risks and strategies associated with investment options like IRAs, bonds, and variable annuities. It also educates clients on matters concerning 401(k) and 403(b) plans, as well as profit sharing and money purchasing. One of the firm's advisors, David Collins, is a ChFC and CLU who also works with Cambridge Investment Research, Inc. as a registered representative.

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
Facebook
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
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What conditions must Terre Haute homeowners meet to be eligible for capital gains tax on a house sale?

    Homeowners in Terre Haute should have owned and lived in the house put up for sale for at least two years within the last five years to qualify for capital gains tax. When a married couple sells their house, they are not taxed on the first $500,000 of the profit; for single homeowners, the first $250,000 of their home sale profit is also tax-free.

  • Are first-time home buyers in Terre Haute allowed to withdraw funds from their IRA account to purchase their first house?

    The IRS states that first-time homebuyers in Terre Haute can utilize up to $10,000 from their IRA account to help pay for their purchase. They may also use the same amount from their IRA accounts to buy a new house, provided they haven't owned one in the last two years.

  • Can creditors in Terre Haute get money from a debtor's retirement funds?

    Creditors in Terre Haute cannot get money from a debtor's retirement funds unless the assets are used as collateral for a loan. Under the Employee Retirement Income Security Act, retirement plans, such as Individual Retirement Accounts, pension plans, and 401k, are protected from creditors' claims in the event of bankruptcy.

  • Can grandparents contribute to their grandchild's college plan in Terre Haute?

    Yes, grandparents in Terre Haute can contribute to a child's 529 college plan. A single contributing grandparent can pitch in a maximum of $85,000, while a married couple can deposit up to $170,000 to the plan within five years. Subsequent contributions must be made after five years of the last contribution if the maximum amount has been fully utilized.

  • What are the eligibility criteria for Terre Haute residents to qualify for a reverse mortgage?

    Terre Haute residents 62 years or older who live in their own homes and pay property taxes and other expenses associated with maintaining a property can qualify for a reverse mortgage. Applicants of reverse mortgage must have resided in their home for at least two years or 730 days.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.