Fiduciary advisors in Crown Point, IN

Crown Point, Indiana

Eley-Graham-Austgen Financial Advisory Services, based in Crown Point, Indiana, has operated since 1958 and is currently owned and led by Dorothy Austgen, a CFP® professional. The firm provides financial planning, investment management, and retirement planning services to individuals, families, and small business owners, employing a structured six-station process called "The Retirement Express" that addresses goal-setting, education planning, retirement income, asset allocation, insurance protection, and estate planning. As a fee-based advisory firm, it serves clients seeking comprehensive retirement and financial planning support.

Crown Point, Indiana

Insurance-Based

Northwestern Mutual is an insurance-based firm in Crown Point, Indiana. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. It holds a 3-star rating from 2 Google reviews.

Crown Point, Indiana

TerraWealth is an independent financial advisory firm based in Crown Point, Indiana, offering financial planning, investment management, and insurance analysis with a focus on insurance planning. Founded by advisors with over 150 years of combined industry experience, the firm provides hybrid financial planning across retirement, education funding, and risk protection using a broad range of products and services. The firm is structured as an advisor-owned entity and led by Founder & CEO Scott (a Registered Financial Gerontologist and Certified Fund Specialist) and Founder & President Joshua, both with extensive backgrounds in financial services and wealth planning.