Best Financial Advisors in Hammond

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Harvest Financial Planning, LLC logo
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Harvest Financial Planning, LLC

1759 Thornapple Circle, Valparaiso, IN 46385
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  • Finance Planning

Business Description

Harvest Financial Planning, LLC, serves clients throughout the Hammond area. With offices in Valparaiso and Schererville, this firm provides a complete range of financial planning services, including retirement planning and private wealth strategy development. It consults closely with its clients to help them understand pension plans and investment options such as mutual funds and 401(k)s. The firm also assists clients in selecting health, disability, long-term care, and life insurance plans. Harvest Financial Planning has been serving clients for nearly three decades.

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
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4.0 / 5 (4)

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
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MAT Accountants & Advisors logo
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MAT Accountants & Advisors

7425 Indianapolis Blvd., Hammond, IN 46324
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  • Tax Planning
  • Tax Preparation

Business Description

MAT Accountants & Advisors is an accounting and financial consulting firm that serves individuals and business owners in Hammond. Its services include the areas of business accounting, cash flow management, tax preparation and planning, and succession planning. It also provides services relating to bank financing, payroll, new business formation, and internal controls. MAT Accountants & Advisors has more than 30 years of experience in the accounting field, serving clients from a wide range of industries, such as professional services, restaurants, retail, and farming.

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
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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

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.

What experience should I look for in a financial advisor?

 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.

Can my financial planner help with taxes?

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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