IN · Merrillville

Fiduciary advisors in Merrillville, IN

2 advisors with offices in Merrillville. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Merrillville

Joseph Korzeniewski, Financial Advisor

Merrillville, Indiana

Retirement Planning Investment Management

Joseph Korzeniewski offers financial planning and insurance analysis services from his Merrillville, Indiana office, with a focus on retirement planning and investment management. The firm works directly with clients to build investment strategies based on individual risk tolerance, time horizons, and objectives, and maintains a team that includes financial advisors and insurance brokers. The practice emphasizes transparency and one-on-one collaboration, serving clients who value community involvement alongside their financial goals.

View details

Merrill Lynch Wealth Management

★3.4(5)

Merrillville, Indiana

Wirehouse

Investment Management Wealth Management

Merrill Lynch Wealth Management is a wirehouse firm in Merrillville, Indiana. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.4-star rating from 5 Google reviews.

View details

Financial advisors in Merrillville, Indiana

Advisors serving Merrillville specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Indiana's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

Back to all Indiana advisors