Best Financial Advisors in Kokomo, IN

24 firms listed · 10 in Kokomo · 2 open weekends · 19 rated 4.5+ · 1 shows a license

Data verified October 19, 2026

Community Tax Service

Community Tax Service

(5)
“The man was very professional and said he can't help me because the amount was so low, but gave me 2 phone numbers to call, a website to sign up on to view my information, and some tips on what type of installment agreement I should make and a few ot...”
BBB Accredited
In Business Since 1989
Accepts Debit, Check, Cash, All Major Credit Cards
Free Initial Consultation
1010 E Markland Ave, Kokomo, IN
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Craig L Dunn

Craig L Dunn

In Business Since 2002
1213 E Hoffer St, Kokomo, IN
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Rouch Financial Services

Rouch Financial Services

In Business Since 2004
407 S Berkley Rd, Kokomo, IN
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CFD Investments

CFD Investments

(3)
“Wonderful family-focused working atmosphere.”
In Business Since 2008
2704 S Goyer Rd, Kokomo, IN
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Sycamore Financial Group

Sycamore Financial Group

(1)
“Craig Smith has managed our portfolio for over 3 years and he has”
In Business Since 1987
2713 Rockford Ln, Kokomo, IN
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Aurora Financial Strategies

Aurora Financial Strategies

(1)
“Very satisfied with the Aurora team's professionalism and results.”
In Business Since 2016
2705 S Berkley Rd STE 1B, Kokomo, IN
i

The 24 firms listed for Kokomo, 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: Kokomo, IN

Of the 24 firms we list here, 10 are in Kokomo itself and 14 come from towns including Carmel (5, 34 mi), Logansport (2, 23 mi) and Fishers (2, 36 mi). 20 of the firms on this page have a rating, from 4.4 to 5.0 across 146 reviews; 1 has 50 or more reviews and 19 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (82%) and value (73%). 2 are open on Saturdays. The services the firms on this page list most often on their websites are financial planning (3), our firm (3), retirement planning (3), estate planning (2) and our team (2). 1 shows a license on its website and 3 have a BBB rating of A or A+. Domain records put 19 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 2 offer a free initial consultation. We have a website on file for 23 of the firms on this page; 18 publish a contact page; 20 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.

Why are financial advisers outside Kokomo listed here?

10 of the 24 firms are located in Kokomo. The others come from other towns within 40 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

Comprehensive Planning Corporation

Comprehensive Planning Corporation

(3)
“I've been extremely happy with his service, and would recommend him to anyone.”
In Business Since 2016
3806 Southland Ave, Kokomo, IN
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SFS

SFS

(2)
“Excellent , Jason is awesome”
In Business Since 2000
521 E Lincoln Rd, Kokomo, IN
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Community First Investment Group

Community First Investment Group

In Business Since 2021
100 S Washington St Suite A, Kokomo, IN
i
Smith Financial

Smith Financial

(2)
“The best financial planning company around!”
1830 S Plate St, Kokomo, IN
i
Harber Group

Harber Group

(2)
“Ben & Ashley are the best!”
In Business Since 2010
Anderson, IN · 35 mi from Kokomo
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Cedar Wealth Partners

Cedar Wealth Partners

(5)
  • Advisor
“I am confident that our employees that participate in our 401k plan are in a better position now, with their retirement planning, because of Kyle's service.”
In Business Since 2019
Peru, IN · 20 mi from Kokomo
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Midwest AG Finance

Midwest AG Finance

NMLSR #568838
In Business Since 2002
Transparent Fees & Pricing
Marion, IN · 26 mi from Kokomo
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Comprehensive Financial Consultants

Comprehensive Financial Consultants

(2)
“Mc Gill was very informative about explaining the details of traditional IRA moving to a Roth IRA and processing over and the best way to accommodate the transition.”
In Business Since 2016
Cicero, IN · 23 mi from Kokomo
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Wealth Management Solutions

Wealth Management Solutions

In Business Since 2009
Logansport, IN · 23 mi from Kokomo
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Workman and Associates

Workman and Associates

In Business Since 2014
Logansport, IN · 23 mi from Kokomo
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Investment Center at Crossroads Bank

Investment Center at Crossroads Bank

In Business Since 2007
Wabash, IN · 29 mi from Kokomo
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Halter Ferguson Financial

Halter Ferguson Financial

(50)
  • Confident
  • Feel
  • Attention
“As a result, I highly recommend this firm to individuals who are looking a professional financial service with a proven track record, providing peace of mind while addressing your financial needs.”
BBB Rating: A+
In Business Since 1989
Carmel, IN · 34 mi from Kokomo
i
Guardian Wells Financial

Guardian Wells Financial

(5)
“We are more than satisfied working with Jason - we can definitely sleep well at night with his guidance.”
BBB Rating: A+
In Business Since 2010
Carmel, IN · 34 mi from Kokomo
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Semler Financial Group

Semler Financial Group

BBB Rating: A+
In Business Since 1982
Carmel, IN · 34 mi from Kokomo
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Patton Tax

Patton Tax

(3)
“I recommend this office to anyone and everyone and we will definitely be coming back next year and potentially for life.”
Transparent Fees & Pricing
In Business Since 2007
Free Initial Consultation
Carmel, IN · 34 mi from Kokomo
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Lewis Wealth Management

Lewis Wealth Management

(9)
  • Investment Management
  • Meetings
  • Software
“I recommend Kevin Lewis at Lewis Wealth Management for anyone looking for assistance from an HONEST financial expert with an individualized approach who makes his clients' financial interests his priority.”
In Business Since 2017
Carmel, IN · 34 mi from Kokomo
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Brightside Financial Care

Brightside Financial Care

(8)
  • Workshop
  • Coaching
  • Budget
“I recently took a course on budgeting that has really helped me get my ducks in a row and am working in an ongoing way to improve our approach to money management.”
In Business Since 2015
Fishers, IN · 36 mi from Kokomo
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BBK Wealth Management

BBK Wealth Management

(6)
  • Advice
“Whether you've never had a financial advisor before or you're just looking for a planner that will give you the time you need, Tyler and his team do a great job.”
In Business Since 2020
Fishers, IN · 36 mi from Kokomo
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Retirement Planning and Investment Management Services in Kokomo, IN Cost Estimates

Minimum cost
$1060
Maximum cost
$9007
National Average
$3179
Avg Per Hour Rates
$318
$2120
$5828
Average price range is based on 353 cost profiles
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Average Cost $3179
Minimum cost $1060
Maximum cost $9007
Avg Per Hour Rates $318

Average range $2120 to $5828 is based on 353 cost profiles.

Why these companies made our list

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