Hilltop Wealth Solutions

Hilltop Wealth Solutions

Financial Services, 3340 Hickory Rd, Mishawaka, Indiana, 46545, United States, 11-50 Employees

hilltopwealthsolutions.com

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Who is HILLTOP WEALTH SOLUTIONS

As Independent Registered Investment Advisors with a fiduciary obligation and legal mandate to act in every clients best interest Hilltop Wealth Solutions provides comprehensive advice to...

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  • 3340 Hickory Rd, Mishawaka, Indiana, 46545, United States Headquarters: 3340 Hickory Rd, Mishawaka, Indiana, 46545, United States
  • 1989 Date Founded: 1989
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $50 Million to $100 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from HILLTOP WEALTH SOLUTIONS

Hilltop Wealth Solutions Org Chart and Mapping

Employees

Elizabeth Cfp®

Partner and Private Wealth Advisor

Therese Cfpu00ae

Client Relationship Manager

Jennifer Whitmer

Part Time Accountant & Operations Specialist

Erik Brenner

CEO, President and Founding Partner

Chfc® Cliff Hawkins

Private Wealth Advisor at Hilltop Wealth Solutions

Taylor Nichols

First Impressions Coordinator

Tareq Jallaf

Investment Operations Associate

Chfc® Matt Aurenz

Private Wealth Advisor / Director of Wealth Management

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Frequently Asked Questions Regarding Hilltop Wealth Solutions

Answer: Hilltop Wealth Solutions's headquarters are located at 3340 Hickory Rd, Mishawaka, Indiana, 46545, United States

Answer: Hilltop Wealth Solutions's phone number is +15*********

Answer: Hilltop Wealth Solutions's official website is https://hilltopwealthsolutions.com

Answer: Hilltop Wealth Solutions's revenue is $50 Million to $100 Million

Answer: Hilltop Wealth Solutions's SIC: 6282

Answer: Hilltop Wealth Solutions's NAICS: 523940

Answer: Hilltop Wealth Solutions has 11-50 employees

Answer: Hilltop Wealth Solutions is in Financial Services

Answer: Hilltop Wealth Solutions contact info: Phone number: +15********* Website: https://hilltopwealthsolutions.com

Answer: As Independent Registered Investment Advisors with a fiduciary obligation and legal mandate to act in every clients best interest Hilltop Wealth Solutions provides comprehensive advice to build a tailor-made financial plan thats optimized for you. Our experienced professionals lift from your shoulders the weight of investment decisions and tax regulations, retirement income, and legacy planning. And our partnership with Helios Quantitative Research adds sophisticated, research-driven investment capabilities to meet the needs of individuals and their families. With 5 locations in 3 states Mishawaka, Bremen, and Michigan City, Indiana; Royal Oak, Michigan and Fort Myers, Florida we look at every detail of your wealth to help ensure your bottom line grows in ways that best serve you. Youve climbed the mountain. Let Hilltop help you enjoy the view.

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