Keenan James - Walter & Keenan Financial

Phil Hamand - Old National Bank serves the South Bend area with a personal approach to helping you reach your wealth goals. As part of our team of experts, Phil Hamand - Old National Bank will always put you, the client, first. We can assist with investment management, trust services, estate settlement services, retirement products and services and financial planning. Phil Hamand - Old National Bank will help turn your plans into reality.

The Jordanich Group, based in South Bend, IN, offers personalized investment planning services to help clients achieve their financial goals. With a focus on building lasting relationships and providing tailored financial strategies, they aim to bring confidence and clarity to investment decisions. Through their affiliation with Wells Fargo Advisors Financial Network, The Jordanich Group combines Wall Street vision with Main Street values to offer comprehensive financial and investment advice. Their innovative Envision planning process emphasizes realistic goal-setting and ongoing support to help clients navigate life's financial pathways.Generated from the website

There are a lot of options for your retirement, but the first step is to develop a strategy. As a financial services representative, my job is to help you, at whatever stage you are in life, create a sound financial strategy for the lifestyle you want to live in retirement. Over the last 10 years, through workshops and personal interviews, I've helped a great number of clients create a plan to help them reach their key financial goals.