Best Financial Advisors in Gary, IN

“I appreciate the willingness to spend the time necessary to explain their philosophy and methodology, as well as listening and understanding my specific needs and desires.”

“We have been offered many avenues to add value to our portfolio with Tony's wise counsel, never feeling pressure to choose a product we didn't understand or want.”

“I have been a client since the early sudden death of my husband 5 years ago and I would have never made it through all the financial decisions and red tape without them.”

“They are great about follow up, always available to sit down for consultations, and very knowledgeable about the quickly changing financial markets.”

“Great guys”

“In my experience with this company, I have become more aware of the significance of how much our financial status plays a role in determining the outcome of our future.”

“We provide excellent support through professionalism, responsiveness and quality.”

“Tim was incredibly professional and provided impressive insight on my investments.”

“With his keen eye in financial and economic matters combined with his genuine compassion, I know that Chase always has my best interests at heart coupled with a strategic plan not only for my present circumstances but for my best future as well.”

“Great service and advice!”

“I have always received good advice regarding my investments and any questions that I have had.”

“Not only was he able to handle my sensitive situation of having international tax issues but also help with an IRS debt my ex husband left me with, and the challenges of being an independent realtor.”

“A pleasure to do business with.”

“Kotys Wealth Professionals is a fee-only, independent Registered Investment Advisor (RIA) located in Valparaiso, Indiana serving Northwest Indiana, Greater South Bend/Michiana, and all surrounding areas. While the main office is located in Valparaiso...”

“WE LISTEN… And that is what our clients love about us. We get to know you, not only financially but personally. A detailed understanding of your goals and concerns helps us to better develop a holistic, wealth management plan. Be at ease knowing that...”

“Throughout history, we have developed long-term, mutually-beneficial relationships built on the highest levels of trust, integrity, and service. In so doing, we have created relationships that, like our company, endure over time. We look forward to d...”

“Very professional, knowledgeable, and willing to help in any way that they can”

“We are very pleased with the opportunities they have created for us and most importantly the excellent customer service and care they have shown in managing our finances.”