Lazarian Financial Corp., Cpa's
“Shawn you were a life saver and I will never forget how you helped me and how courteous and patient you and your staff were with me”
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 15 here come from towns including Merrillville (4, 8 mi), Crown Point (4, 11 mi) and Highland (3, 7 mi).
13 rated 4.5+ · 1 shows a license
Data verified November 10, 2026
Oak Partners
“I would recommend that if you are looking for financial direction to schedule a consultation.”
Lowden Financial Partners
“Lowden takes his time explaining what's available and it shows he genuinely cares about our retirement and financial needs as much as we do.”
Simply Royal Tax Services
“Very great customer service and very quick return.”
Conduit Investment Advisors
“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.”
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.”
The 15 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
The 15 firms on this page are rated from 4.2 to 5.0 across 207 reviews; 1 has 50 or more reviews and 13 are rated 4.5 or higher. The services the firms on this page list most often on their websites are business owner strategies (2), insurance solutions (2), investment management (2), long-term care planning (2) and our approach (2). 1 shows a license on its website and 1 has a BBB rating of A or A+. 12 have ten or more years of experience, the longest 39 years. 1 offers payment plans and 2 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; all 15 publish a contact page; all 15 list a public email and 1 takes 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?
2 of the 15 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.
Diversified Wealth Solutions Powered by LPL Financial
“He has helped make our retirement successful!”
Eley-Graham-Austgen Financial Advisory Services
“I have been with the Eley, Graham, and Austgen Financial group since moving back to Indiana in 1980.”
Joseph Korzeniewski, Financial Advisor
“Really helped me in my time of need.”
Prosper Financial
“Personal and professional at advising, short term and long term financial goals.”
Laszlo Rigsby Advisory
“John and Tim do a great job with taxes- last few years working with them have been exceptional!”
Riverstone Financial Group
“Both James and Samantha have our complete trust in all that they do to insure our comfortable retirement.”
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.”
Newman's Investment & Tax Services
“Newman makes the tax process easy to understand and always provide great customer service.”
Retire Source Wealth Management
“Frank Rizzo is an experienced and knowledgeable financial planner with great insight.”
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
