Investment Planning

Finance & Insurance

Member	Address	Phone	Email
1. Beacon Credit Union Credit Unions & Financial Services Investment Planning Trust & Wealth Management	2514 E. Center St. Warsaw, IN 46580	(574) 268-1276
2. Financial Concepts – Financial Planner \| David Zachrich, CFP® Financial Advisors/Services Investment Planning	3706 Lake City Hwy. Warsaw, IN 46580	(574) 269-2410
3. Northwest Bank Banks & Financial Services Investment Planning	219 W. Market St. Warsaw, IN 46580	(574) 267-8186
4. Old National Bank Banks & Financial Services Investment Planning Mortgage Loans Trust & Wealth Management	120 N. Buffalo St. Warsaw, IN 46580	(574) 549-6040
5. SYM FINANCIAL ADVISORS Financial Advisors/Services Investment Planning	801 Park Avenue Winona Lake, IN 46590	(574) 267-2300
6. Wealth Management Accounting Accountants - Certified Public Bookkeeping Services Business Consultants & Services Financial Advisors/Services Investment Planning Payroll Services Tax Return Preparation Trust & Wealth Management	1906 E Old Road 30 Warsaw, IN 46582	(260) 624-0490

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