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Simply Royal Tax Services
“Very knowledgeable, professional, and informative.”
Best Financial Advisors near Gary, IN
We have one firm in Gary on file, but only the highest-rated make our list, and it did not make it; the 24 here come from towns including Crown Point (5, 11 mi), Valparaiso (5, 17 mi) and Merrillville (3, 8 mi).
4 open weekends · 20 rated 4.5+ · 1 shows a license
Data verified October 19, 2026
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Taxconcepts
- Business Taxes
- Incentives
- Understanding
“I really enjoyed speaking to the tax preprarer, he was kind and very informative, he made sure I was able to move forward, even though I didn't use his service.”
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Lazarian Financial Corp., Cpa's
- Phone
- Tax Return
- Money
“I am now retiring and Shawn, as a certified financial planner, is helping me with his knowledge of retirement plans to help me learn to invest my money wisely.”
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Laciak Accountancy Group
“Joe literally knows everything about every possible situation business owners face with their finances because he's been doing the same thing for his whole life.”
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Murphy Wealth Management
- Job
- Financial Advisor
- Taxes
“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.”
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Oak Partners
- Informative
- Team
“Smart, personable, they listen to your individual needs.”
The 24 firms listed for Gary, IN provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Gary, IN
22 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 268 reviews; 1 has 50 or more reviews and 20 are rated 4.5 or higher. 4 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are bookkeeping (2), business owner strategies (2), estate planning (2), financial planning (2) and financial statements (2). 1 shows a license on its website and 3 have a BBB rating of A or A+. 17 have ten or more years of experience, the longest 40 years. 1 offers remote or virtual consultations; 1 offers payment plans; 4 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; all 24 publish a contact page; all 24 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Gary offer a free first meeting?
4 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
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White Wilson & Associates
“Everyone please go see mrs.”
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Barney & Pendleton Group
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Chase Lowden, Financial Advisor
- Needs
- Explanations
- Questions
“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.”
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Kamp & Boer
“John, Tim, Lauren, and Margaret; who I have had the pleasure of working with through the years, have the highest level of professionalism, give financial saving advice after preparing our tax returns, and have expert knowledge of the tax laws.”
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Conduit Investment Advisors
- January
“This is the word that come to mind when I think about the positive professional advice and attention I have received working with Conduit Investment Advisors.”
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Techmark TAX Services
“Good service”
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Jason A Canady /Canady Financial Group
- Life Insurance
- Retirement
- Questions
“Jason Canady is extremely knowledgeable, and helped me to identify financial tools that fit my needs for retirement, life insurance and saving for my children's college education.”
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Prosper Financial
“Personal and professional at advising, short term and long term financial goals.”
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R.B. Smith Co.
“Very professional, knowledgeable, and willing to help in any way that they can”
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Laszlo Rigsby Advisory
“Tim was incredibly professional and provided impressive insight on my investments.”
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Kotys Wealth Professionals
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David James & Associates Llc
“A pleasure to do business with.”
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Joseph Korzeniewski, Financial Advisor @ Airey Financial Group
“Really helped me in my time of need.”
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Eley-Graham-Austgen Financial Advisory Services
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Riverstone Financial Group
“I have always received good advice regarding my investments and any questions that I have had.”
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Forsythe Wealth Management
“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.”
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Leading Financial Services
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Diversified Wealth Solutions Powered by LPL Financial
Retirement Planning and Investment Management Services in Gary, IN Cost Estimates
Minimum cost
$1117
Maximum cost
$9492
National Average
$3350
Avg Per Hour Rates
$335
$2234
$6142
Average price range is based on 346 cost profiles
Why these companies made our list
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