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Hilltop Partners, LLC

EST. AUM
$616,442,794

CONTACTS

CLIENT ACCOUNTS
2,784

Firm Details

Metro area South Bend
CRD Number 290981
Website hilltopwealthtax.com
Client types

Overview

Hilltop Wealth & Tax Solutions is a US-based financial advisory business headquartered in Mishawaka, Indiana. It provides investment management, financial planning, retirement planning, and tax-related services. Its wealth advisory business operates through Hilltop Partners, LLC, an SEC-registered investment adviser. The firm serves individuals and families seeking coordinated financial and tax planning. Its services include retirement income planning, portfolio oversight, accounting, bookkeeping, and payroll support through its affiliated tax operations. The firm maintains additional offices in Indiana, Florida, and Michigan and provides remote services to clients nationwide.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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