Financial Planners Near Me in Mishawaka, Indiana

Mission Statement

To provide Mishawaka quality Financial Planner assistance as a Financial Planners Near Me, Certified Financial Planner Near Me, Financial Advisors Near Me and Wealth Management.

Camp Wealth Management meeting your Financial Planner needs since 1990.

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Edward F. Camp, CFP®, CLU, ChFC

Edward Camp has a strong background in the business world. In the 1980s, he created and ran a publishing company in Los Angeles. This experience gave him an up-close and personal look at the problems inherent in building and maintaining wealth and in managing cash flow.

He moved back to South Bend, Indiana, and entered the financial services field in January of 1990. After working as an advisor for several major financial companies he realized that his clients' options were limited to those offered by his employers. To better serve his clients, Edward Camp became an independent advisor with the ability to shop for his clients from among a broad array of companies. This puts him in a better position to find the best financial products or services to meet his clients' needs. It also allows him to offer the latest innovations in the industry.

Insurance Licenses:

Life, Accident and Health
Property and Casualty
Securities Registrations:

FINRA Series 6, 7, 24, and 63
Investment Advisor Representative
Industry Designations

CFP®, Certified Financial Planner (TM) Professional
CLU, Chartered Life Underwriter
ChFC, Chartered Financial Consultant

Key Contacts

Edward F Camp

Cfp®, Certified Financial Planner (tm) Professional clu, Chartered Life Underwriter chfc, Chartered Financial Consultant

1) Retirement Planning

Have you been searching for a trusted team to help you with retirement planning? When it comes to ensuring your comfort during retirement, call on the team at Camp Wealth Management to walk you through the entire process. Our goal is to be able to bring you the best results with your money possible.

Since 1990 we’ve been proudly working with our clients in Mishawaka, IN as well as in the surrounding areas find the best means to save for retirement. There’s nothing wrong with wanting to guarantee that your financial future is established for your comfort. You’ve worked hard to provide for your family, now let us work hard to provide the best retirement planning services for you today.

2) Financial Planning

When it comes to understanding the ins and outs of financial planning for the future, you always want to be sure to work with a team that you can trust. That’s why at Camp Wealth Management and our team have become the most trusted team in Mishawaka, IN when it comes to helping our clients plan for their financial future.

When we opened in 1990 our mission was and always has been to provide top quality financial planning services to the people in our community so they can live comfortably no matter what. Whether you’re looking to save for retirement or trying to get a plan for college together, we’re here for you every step of the way.

3) Portfolio Management

Are you new to the investment sphere of knowledge? Have you been looking for a knowledgeable and trustworthy team to help you with your portfolio management? Then look no further than Camp Wealth Management and our team of financial experts. Our mission is to provide you with the resources and team capable of building your portfolio in a way that works for you.

Based out of Mishawaka, IN we’ve been proudly working with the people in our community and the surrounding areas since 1990 find their best investments to ensure success. With our many years of experience and knowledge we guarantee that you won’t find a harder working team to help bring your financial future about with our excellent portfolio management help.

4) Investment Advice

When you’re looking for the best investment advice to help you grow your portfolio quickly and steadily, the team at Camp Wealth Management has the know-how to help you get it done. Our goal is to ensure that your financial future is well taken care of and you’ll be able to reach your investment goals without a hitch.

Since 1990 we’ve been working with the people in our community of Mishawaka, IN as well as the surrounding communities find their best investments. No matter what your goal for your portfolio are, we’ll be able to help you achieve those goals so you don’t need to worry about the future.

5) 401k Rollovers

Are you in the process of leaving your current job or looking to retire and need help with a 401(k) rollover? The team at Camp Wealth Management is here to walk with you through the process of properly handling your 401(k) rollovers to ensure you don’t lost money.

Whether you want to take the money in your current retirement plan and roll it over into an IRA or another 401(k) plan, we have many years of experience helping our clients find the best solution of their needs. When you’re ready to take care of the money in your 401(k) account in Mishawaka, IN or any one of the surrounding areas, we’ll be here to help you through it all.

Service Locations

Financial Planners Near Me Mishawaka  -  Certified Financial Planner Near Me Mishawaka  -  Financial Advisors Near Me Mishawaka
Wealth Management Mishawaka  -  Investment Advisors Near Me Mishawaka  -  Best Financial Advisor Mishawaka

Citations

Camp Wealth Management Photo Gallery
Updated as of 4/14/2024

Contact Information

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