Financial Planning Financial Planners locations near South Bend, IN

Showing 1–10 of 10 results

This page indexes 10 financial planning financial planners listings for South Bend, IN, covering 5 ZIP codes. Details on this page were last refreshed Sep 2026.

Keybank

📍 4627 Miami St, South Bend, IN, 46614

📞 574-299-4790

Cleveland-based KeyCorp is one of the nation’s largest bank-based financial services companies, with assets of approximately $93.8 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company’s businesses deliver their products and services through branches and offices; a network of 1,200+ ATMs; telephone banking centers 800-KEY2YOU®; and a website, Key.com®, and mobile app that provides account access and financial products 24 hours a day.

Ameriprise Financial

📍 800 E Jefferson Blvd, South Bend, IN, 46617

📞 574-234-0023

Updated Sep 2026

Walter & Keenan Financial Consulting

📍 211 W Washington St Ste 2400, South Bend, IN, 46601

📞 574-232-5977

🌐 simonwalter.com

Walter & Keenan Financial Consulting is a financial planning firm located in South Bend, Indiana. They provide a range of financial planning services to individuals and businesses in the area. Recent online activity indicates that they are actively engaged with their clients and the community.

Strategic Resource Management

📍 401 E Colfax Ave Ste 203, South Bend, IN, 46617

📞 574-287-2222

SYM Financial Corporation

📍 210 S Michigan St Ste 300, South Bend, IN, 46601

📞 574-287-0035

🌐 symfinancial.com

Creative Financial Planning Advisors Inc

📍 914 Lincoln Way W, South Bend, IN, 46616

📞 574-232-8000

Schmidt Marlin

📍 1850 Ridgewood Cir, South Bend, IN, 46617

📞 574-232-5614

Wasatch Advisors South Bend

📍 1234 N Eddy St, South Bend, IN, 46617

📞 574-204-2917

Oasis Financial

📍 17903 State Rd 23, South Bend, IN, 46635

📞 574-246-1165

Updated Sep 2026

Diversified Planning

📍 216 S Taylor St, South Bend, IN, 46601

📞 574-233-5309

🌐 erieinsurance.com