Expertise.com

2024

Last updated:

Best Financial Advisors in Gary

Our Recommended Top 7

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Gary Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

24Reviewed

17Curated

7Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
9800 Connecticut Drive, Crown Point, IN 46307

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
9321 Wicker Ave, Suite 101, Saint John, IN 46373
  • Financial Planning

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (22)
Facebook
5.0 / 5 (9)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2005 Hart St, Dyer, IN 46311
  • Tax Planning

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Google
4.8 / 5 (19)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
2.5
Responsiveness
Friendliness
Helpfulness
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Detail
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Website
2080 N Main St Ste 2, Crown Point, IN 46307
  • Business Formation

Why choose this provider?

Dean Sangalis & Associates is a team of financial representatives from Northwestern Mutual Investment Services, LLC, that caters to clients in Gary. It fosters a planning process that involves helping clients identify and establish their goals and needs to create a tailored plan for them. It handles any concerns related to financial planning, wealth and investment management, and insurance policies. Company namesake Dean Sangalis is a Chartered Life Underwriter. He is also a retired major general of the Marine Corps Reserves.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
222 Indianapolis Blvd., Suite 201, Schererville, IN 46375
  • Estate Planning
  • Retirement Planning
  • Financial Planning

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
3.9
Google
3.9 / 5 (17)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
930 West U.S. Highway 30, Schererville, IN 46375
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

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. 

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3051 45th St., Highland, IN 46322
  • Retirement Planning

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Google
4.8 / 5 (36)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What should you prepare if you have one to five years until retirement in Gary?

    If you live in Gary and have one to five years before retiring, you should consider looking at your healthcare and Medicare options, plan your retirement withdrawals, decide when to withdraw your Social Security benefits, and forecast any significant future expenses. By doing these, you'll be able to monitor your plan and make any necessary changes.

  • What are the aspects you need to consider to help determine your risk tolerance in Gary?

    When determining your risk tolerance in Gary, you should take into account a variety of factors, including how much time you have before you need money. This will give you enough time to cover your expenses if you face a significant loss. You should also think about your financial objectives, other savings you may have, and whether you can tolerate temporary losses.

  • How can your financial advisor in Gary help with your retirement plan?

    Your financial advisor in Gary can assist you with various aspects of your retirement plan, including creating effective strategies to turn your assets into retirement income while ensuring you don't outlive your resources. They will also help you structure and invest your retirement assets in a manner that protects your hard-earned savings from short-term market volatility and taxes.

  • What is a 529 college savings plan in Gary?

    Gary financial advisors provide guidance with 529 college savings plans, which let parents, grandparents, and guardians open an account to help a minor pay for educational costs. When used for eligible expenses like books, tuition, and room and board, the money in 529 plans increases tax-free. If you create a 529 plan for your first-born kid and there is money left over after they graduate or decide not to pursue further education, the extra funds can be given to your second child.

  • What is the difference between a 529 college savings plan and UGMA/UTMA accounts in Gary?

    The similarity between the UGMA/UTMA accounts and a 529 college savings plan in Gary is that both allow grandparents, parents, and guardians to save funds for a minor, primarily for their education. In contrast to a UGMA/UTMA plan, where the funds are owned by the minor and can be controlled by them after they reach adulthood (either at age 18 or 21), a 529 college savings plan gives the holder complete control over the account.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.