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Community Tax Service
“We have been using Community Tax for some time and are very satisfied with there service.”
Best Financial Advisors in Kokomo, IN
10 firms listed · 8 in Kokomo · 9 rated 4.5+
Data verified October 19, 2026
Rouch Financial Services
Craig L Dunn
Sycamore Financial Group
Aurora Financial Strategies
“Very satisfied with the Aurora team's professionalism and results.”
SFS
“Great people to work with, good advise, very knowledgeable.”
The 10 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 10 firms we list here, 8 are in Kokomo itself and 2 come from Peru (1, 20 mi) and Arcadia (1, 21 mi). 9 of the firms on this page have a rating, from 4.5 to 5.0 across 40 reviews. The services the firms on this page list most often on their websites are financial planning (2), our firm (2) and tell a friend (2). Domain records put 6 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers a free initial consultation. We have a website on file for 9 of the firms on this page; 7 publish a contact page; 7 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.
Why are financial advisers outside Kokomo listed here?
8 of the 10 firms are located in Kokomo. The others come from other towns within 25 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Community First Investment Group
Smith Financial
“The best financial planning company around!”
Doak Financial
Cedar Wealth Partners
“He answers all my questions I have quickly and always super friendly.”
Why these companies made our list
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