Best Financial Advisors in Gary, IN

Lazarian Financial Corp. is a tax preparation and small business accounting firm that serves a wide range of industries in the Gary metro, including manufacturing, healthcare, real estate, and construction. It provides various financial services, such as business valuation, IRS audit representation, estate planning, internal controls, cash flow management, and tax planning. Its team is composed of enrolled agents and Certified Public Accountants who also offer bookkeeping services. Lazarian Financial Corp's founder and CEO, Shawn S. Lazarian, has more than 30 years of experience in the financial services sector.

Conduit Advisors is an Indiana-based accounting firm serving clients in the area of Gary. Catering to individuals seeking guidance for their financial planning and investment management, it offers financial advisory services that cover a wide range of concerns, from getting the right type of insurance to learning about digital currencies. It also provides its clients with wealth management services, working with matters such as taxation and asset valuation. Conduit Advisors was established with the aim of helping clients achieve their economic goals.

Hammer Financial Group, Inc., has been providing services in the Gary metro since 2004. It offers in-house tax preparation, tax and retirement planning, and investment management solutions to help individuals achieve financial security. The company also works with Ameritas and assists clients in obtaining insurance policies, which include dental and vision plans. Its team brings more than 100 years of combined industry experience. CEO and president Greg Hammer has been in the financial services industry since 1992. He is an Ed Slott Master Elite Advisor.

Wisely Advised is an accounting and advisory firm that aims to help individuals achieve their short-term and long-term goals. Serving clients in Gary, it provides a broad range of advisory services to individuals and families, such as financial and retirement planning, investment management, and asset management. It also helps small business owners handle their taxes, payrolls, and financial transactions. Wisely Advised comprises Tony Velasquez and Chris Deems. They both came from blue-collar families and have learned important life lessons that guide them in working with clients.

Harvest Financial Planning, LLC, serves clients in Gary and the surrounding areas. It provides a comprehensive portfolio of wealth management services, including mutual funds and securities, retirement planning, private wealth strategies, and business continuation. Bryan Laverman, one of the firm's representatives, is a certified financial planner. He believes that the formation of a financial plan is critical, providing a road map for a systematic and disciplined approach to wealth management. Laverman offers a variety of investment and insurance options to match each client’s specific needs. 

Gineris & Associates is a third-generation family-owned accounting firm that was established in 1945. Serving Gary and the surrounding communities, it collaborates with individuals to identify their goals and create a financial plan with disciplined strategies. The financial planning process includes organizing the client's finances, reviewing their portfolio or investment, and ongoing risk management and performance reporting. The company also offers tax and accounting services such as bookkeeping, financial statement preparation, tax filing, and IRS resolution.