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BEST RATED EVANSVILLE, IN FINANCIAL SERVICES

3 Best Financial Services in Evansville, IN

Expert-recommended Top 3 Financial Services in Evansville, Indiana. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Vineyard Financial - Evansville, IN Financial Services
Vineyard Financial - Evansville, IN Financial Services
Vineyard Financial - Evansville, IN Financial Services
Best Financial Services in Evansville IN - Vineyard Financial video
3+ YEARS IN TBR
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VINEYARD FINANCIAL

(4.8 Score)
20 North West 3rd Street, Suite 300,
Evansville, IN 47708 Directions

Since 1979

Specialty:

✓ Retirement Income ✓ Asset Protection ✓ Tax-Efficient and Long-Term Care Strategies ✓ Investment and IRA Legacy Planning ✓ Wealth Management ✓ Annuities ✓ Life Insurance ✓ Tax Planning ✓ Estate Planning ✓ Long-Term Care Strategies

"Vineyard Financial is an independent financial services firm that helps individuals develop retirement strategies using a variety of investment and insurance products tailored to their needs and objectives. Bradley Ford is the President of Vineyard Financial and serves as a Registered Representative and Investment Advisor Representative of Madison Avenue Securities. He attended Western Kentucky University and the University of Southern Indiana. He applies his expertise to develop personalized strategies that anticipate and address retirement challenges. Vineyard Financial is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirement. Securities and advisory services are offered exclusively through registered representatives of Madison Avenue Securities, LLC (MAS), a FINRA/SIPC member and registered investment advisor.

2026 Update: Vineyard Financial offers financial workshops to know more about income strategies and more."

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License #1999010587

Contact:

(812) 474-6200

Mon-Fri: 8am - 4:30pm
Sat & Sun: Closed

TBR® Inspection Report:

Riverside Capital Management Group - Evansville, IN Financial Services
Riverside Capital Management Group - Evansville, IN Financial Services
Riverside Capital Management Group - Evansville, IN Financial Services
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RIVERSIDE CAPITAL MANAGEMENT GROUP

(4.7 Score)
216 SouthEast Riverside Drive,
Evansville, IN 47713 Directions

Since 2022

Specialty:

✓ Financial Planning ✓ Portfolio Review ✓ Asset Allocation ✓ Income Planning ✓ Tax-Efficient and Estate Planning Strategies ✓ Individual Retirement Accounts ✓ Traditional and Roth IRA ✓ 401(k) or 403(b) Plan Accounts ✓ Investment Planning ✓ Risk Management ✓ Education Savings ✓ Retirement Planning

"Riverside Capital Management Group is committed to empowering clients with financial knowledge and confidence to help them achieve their life goals. Jim Back is the managing partner of Riverside Capital Management Group. Their professionals collaborate with clients to create tailored financial strategies that support informed decision-making and long-term goals. Their team focuses on personalized guidance and strong client relationships, providing the insights and support needed to help you work toward a brighter financial future. They offer personalized consultations to provide strategic financial guidance.

2026 Update: Jim Back has been active in the community like boards of Youth First, Evansville Rotary, the St Joseph Catholic School Board and more"

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License #202209011620199

Contact:

(812) 777-0071

Mon-Thu: 7:30am - 4pm
Fri: 7:30am - 3pm
Sat & Sun: Closed

TBR® Inspection Report:

New Horizons Financial Consultants - Evansville, IN Financial Services
New Horizons Financial Consultants - Evansville, IN Financial Services
New Horizons Financial Consultants - Evansville, IN Financial Services
5+ YEARS IN TBR
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NEW HORIZONS FINANCIAL CONSULTANTS

(4.5 Score)
1112 SouthEast 1st Street,
Evansville, IN 47713 Directions

Since 2013

Specialty:

✓ Wealth Management ✓ Financial Planning ✓ Retirement Strategies ✓ Small Business Services ✓ Divorce Financial Planning ✓ Custom Strategy and Portfolio Oversight ✓ Legacy and Giving ✓ Risk Management and Protection Planning ✓ Estate Planning ✓ Generational Planning ✓ Healthcare and Long-Term Care Planning ✓ Cash Flow and Net Worth Analysis ✓ Retirement Planning ✓ Tax-Aware Planning ✓ Divorce Financial Analysis

"New Horizons Financial Consultants is an independent financial planner in Evansville, Indiana. Their team is led by Amy Bouchie, a Certified Financial Planner™ practitioner and Certified Divorce Financial Analyst® professional with more than 25 years of financial services experience. New Horizons Financial Consultants has provided financial planning and wealth management to people and families. The team views financial resources as a way to achieve more fulfilling lives, providing guidance during the toughest turning points and sharing expertise to help clients grow. They work closely with leading divorce attorneys and therapists, helping guide their clients through the divorce process. They are here to answer your most challenging questions and share their expertise to help you grow.

2026 Update: New Horizons Financial Consultant serves Individuals, Families, Professionals and Business Owners. Their mission is to educate their clients with solid financial information and strategies to improve their financial lives."

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License #2013052800819

Contact:

(812) 618-9050

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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VINEYARD FINANCIAL REVIEWS

we sought your services to advise us on planning for our financial security in retirement. Since that time we have had several meetings with you and your wonderful team, which have served a number of purposes including our retirement expectations and longer term estate planning. This was achieved in a very professional manner, while at the same time putting us totally at ease. You make us feel like we are the most important people you will see today, and the astute advice you have provided has already led us significant savings. You always explain everything thoroughly and we never feel uncomfortable asking questions or expressing an opinion. I highly recommend Brad, his team and their services, and look forward to many more years working with them! -Geralyn- Client since 2019

Brad and his team are wonderful. On every occasion they have always made our concerns their priority. we had to take a medical retirement and were very anxious about how we would survive, financially. He assured us that we would be okay and mapped out a logical strategy that would keep us comfortable. Over the course of this tenure, we have amassed a bigger pot and, truly, are at the point of enjoying our retirement. We are not his biggest client, by any stretch, but he treats us like we are. We couldn't be happier!

The financial advice and support I have received from Vineyard Financial has been customized to me and given with a personalized manner.

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RIVERSIDE CAPITAL MANAGEMENT GROUP REVIEWS

After several years as a client, I continue to appreciate the team at Riverside Capital Management Group. They provide exceptional skill in financial management and planning. Whether it's a quick question, or more complex future planning, we can always count on Riverside Capital Management Group to be available and offer thoughtful, expert advice. The team at Riverside Capital Management Group makes every interaction fun and personal, and I genuinely enjoy our meetings with them!

We’ve worked with Jim Back for many years. He handles our business and personal investments. His availability and responsiveness is always over the top. We look forward to continuing our relationship with Jim for many years to come.

I highly recommend this group’s financial services. I’ve been advised by Daniel Schweikhart since 2022. He is knowledgeable, organized, thoughtful, and trustworthy.

NEW HORIZONS FINANCIAL CONSULTANTS REVIEWS

Amy provides an invaluable service. Her personal savings tips are point-on and helped me reduce my personal expenses for immediate savings, as well as long term. Amy, Julie and Danielle are extremely professional and compassionate and truly care about their clients! She answered all of my questions and made me feel comfortable asking anything. I highly recommend her to anyone.

I worked with Amy Bouchie when I was going through a very difficult experience! She was not only able to guide me so professionally throughout my experience BUT she was kind, compassionate and I cannot say enough about the calm she provided me in my storm! Do NOT go through your storm alone don’t hesitate to hire Amy and her staff to guide you through it! I wouldn’t have made it without her.

Amy provides financial planning with a personal touch. She takes the time to get to know you so she can create a financial plan custom made to help you attain your future financial goals.

TBR® Inspection Score Report

VINEYARD FINANCIAL Total Inspection Points: 114/120
Acknowledgments: 8
Online Chat: 8
Current Evaluation: 9
Reviews Study: 9
Business Images: 10
License: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Standard: 10

TBR® Inspection Score Report

RIVERSIDE CAPITAL MANAGEMENT GROUP Total Inspection Points: 112/120
Acknowledgments: 8
Current Evaluation: 8
Experience: 8
Responsiveness: 8
Business Images: 10
Contact Info: 10
License: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Standard: 10

TBR® Inspection Score Report

NEW HORIZONS FINANCIAL CONSULTANTS Total Inspection Points: 108/120
Acknowledgments: 8
Complete Info: 8
Current Evaluation: 8
Experience: 8
Review Analysis: 8
Reviews Study: 8
Business Images: 10
Contact Info: 10
Legitimate Ratings: 10
Online Appointment: 10
Website Source: 10
Website Standard: 10