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Best Financial Advisors in Gary

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9800 Connecticut Drive, Crown Point, IN 46307
Crown Point, IN 46307

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.

9800 Connecticut Drive, Crown Point, IN 46307
Crown Point, IN 46307

Website(877) 266-3848

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2080 N Main St Ste 2, Crown Point, IN 46307
Crown Point, IN 46307
  • Business Formation

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.

2080 N Main St Ste 2, Crown Point, IN 46307
Crown Point, IN 46307

Website(219) 769-8474

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

2005 Hart St, Dyer, IN 46311
Dyer, IN 46311

Website(219) 864-4800

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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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

11 (Better)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: --

Detail: --

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

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.

222 Indianapolis Blvd., Suite 201, Schererville, IN 46375
Schererville, IN 46375

Website(219) 864-8266

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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.

Online Profiles:

1 (Good)

Average Review Score:

3.9 / 5 ( Good)

Total Reviews:

17 (Better)

Score Consistency:

Consistent (Best)

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

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. 

930 West U.S. Highway 30, Schererville, IN 46375
Schererville, IN 46375

Website(219) 864-5050

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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.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

3051 45th St., Highland, IN 46322
Highland, IN 46322

Website(219) 924-8850

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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.

Online Profiles:

1 (Good)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

33 (Best)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

201 E. 5th Ave., Suite A, Gary, IN 46402
Gary, IN 46402
  • Tax Preparation
  • Financial Planning

Whittaker & Company PLLC has been providing financial-related services in the Gary metro. It offers a range of accounting solutions, including financial statement preparation, monthly bank statement reconciliation, budgeting, and business tax return and payroll preparation. The company also deals with tax and corporate structure planning, loan acquisition, and leasing assistance. In addition, its financial specialists handle profitability analysis and business valuation. Whittaker & Company is a member of the American Institute of Certified Public Accountants and the Illinois CPA Society.

201 E. 5th Ave., Suite A, Gary, IN 46402
Gary, IN 46402

Website(219) 880-0850

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

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

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.

9321 Wicker Ave, Suite 101, Saint John, IN 46373
Saint John, IN 46373

Website(219) 214-1212

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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