Private Member Group

Cornerstone Wealth Services is a financial services firm in South Bend, Indiana that offers a wide range of services, including tax strategies, retirement planning, college savings, lifestyle considerations, kids and money, estate and legacy planning, mortgage, and insurance. The firm is committed to providing clients with the best possible financial advice and services, and takes a personalized approach to financial planning, taking the time to understand each client's individual needs and goals. Cornerstone Wealth Services is a member of the Financial Planning Association and the National Association of Personal Financial Advisors, and is also accredited by the Better Business Bureau.

Vegh Wealth Management is a financial services firm located in South Bend, IN. The firm offers a wide range of financial services, including investing, retirement planning, education planning, insurance, and trust and estate planning. Vegh Wealth Management has a team of experienced financial advisors who can help clients of all ages and stages of life. The firm is committed to providing its clients with the best possible service and has a proven track record of success.

KuhnDillonUmbaugh LLC is a reputable financial services firm located at 2901 Miller Drive, Suite B, Plymouth, IN 46563. The firm specializes in providing comprehensive financial planning and investment management services tailored to meet the needs of individuals and businesses. Their expertise includes portfolio management, retirement planning, and risk management. With a commitment to delivering personalized financial strategies and expert guidance, KuhnDillonUmbaugh LLC is dedicated to helping clients achieve their financial objectives with confidence and precision. For more information or to schedule a consultation, clients can contact KuhnDillonUmbaugh LLC directly at (574) 936-9910.