Kokomo, IN

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Kokomo, IN
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Best Financial Advisors in Kokomo, IN

The highest-rated Financial Planning & Wealth Management companies out of 133 vetted & reviewed in the Kokomo area.

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Community Tax Service

Community Tax Service

(5)
Accounting, Financial Planning, Tax Preparation
“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...”
Licensed
In Business Since 1991
Accepts Debit, Check, Cash, All Major Credit Cards
Free Initial Consultation
1010 E Markland Ave, Kokomo, IN
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Rouch Financial Services

Rouch Financial Services

Tell A Friend
“It is never too late to plan for your future. But many people put it off because it seems such a daunting task. There are too many choices and who can I trust to guide me? When planning is done right, it can be exciting and empowering. With the help ...”
In Business Since 2004
407 S Berkley Rd, Kokomo, IN
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Craig L Dunn

Craig L Dunn

Tell A Friend, Investor Protection
“Planning your financial future can be a daunting task. That's where Liberty Financial Group, Inc. comes in. We're trained, licensed professionals, and we can draw on years of financial planning experience when creating a long-term strategy. Whether y...”
In Business Since 2002
1213 E Hoffer St, Kokomo, IN
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CFD Investments

CFD Investments

(3)
“Wonderful family-focused working atmosphere.”
In Business Since 2007
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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Clark Financial

Clark Financial

Business Services, Services For Individuals, Industries
“Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program ther...”
Transparent Fees & Pricing
In Business Since 2018
Offers Financing Options
Free Initial Consultation
1823 Dogwood Dr, Kokomo, IN
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Aurora Financial Strategies

Aurora Financial Strategies

(1)
Be Honest and Upfront in Client Communication, Always Put the Client's Needs First
“Very satisfied with the Aurora team's professionalism and results.”
In Business Since 2016
2705 S Berkley Rd STE 1B, Kokomo, IN
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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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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

Retirement Planning, Financial Planning, Business Owners
“Community First Bank of Indiana provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Community First Bank of Indiana for these referrals. This creates an incentive for the Financia...”
In Business Since 2021
100 S Washington St Suite A, Kokomo, IN
Featured

Spot anything familiar in the background?nnIt's hard to miss us when we share our parking lot with the Koko-Mantis! We couldn't ask for better company 🤩nnCheck out our team at 100 S Washington St, Suite A in Kokomo (right behind the Koko-Mantis) ✨...

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Smith Financial

Smith Financial

(2)
“The best financial planning company around!”
1830 S Plate St, Kokomo, IN
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Sale & Company

Sale & Company

“With offices in Kokomo, IN we service clients throughout the state and beyond ranging from small agriculture operations to large multi-state corporations and everything in between. We offer a broad range of services for business owners, executives, a...”
Transparent Fees & Pricing
In Business Since 2009
Offers Financing Options
4101 S Dixon Rd Suite A, Kokomo, IN
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As You Wish

As You Wish

(2)
“I highly recommend!”
Kokomo, IN
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Harber Group

Harber Group

(2)
“Ben & Ashley are the best!”
In Business Since 2010
12 W 13th St, Anderson, IN
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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
Serving Kokomo Area
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Midwest AG Finance

Midwest AG Finance

“Beacon Ag Group, a department of Beacon Credit Union, a financial services company, is committed to the needs of agriculture. We employ creative approaches and old-fashioned personal service to help you determine the best solution for your needs. We ...”
Transparent Fees & Pricing
In Business Since 2002
Serving Kokomo Area
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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
Serving Kokomo Area
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Wealth Management Solutions

Wealth Management Solutions

Budget Form, Tax Resources
“Our partner, cfd Investments, provides us with support, tools, techniques, quality products, & technologies to help you achieve your goals and objective. Like us, their team is committed to serving others in a Christ-like manner. They believe you can...”
In Business Since 2009
Serving Kokomo Area
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Workman and Associates

Workman and Associates

Insurance Services, Investment Services, Personal Retirement Plans
“In 1988, Dave Workman began building Workman & Associates by following the simple idea of “doing what is best for the client.” Since then, the business has built itself one client relationship at a time.”
In Business Since 2014
Serving Kokomo Area
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Investment Center at Crossroads Bank

Investment Center at Crossroads Bank

“Securities and investment advisory services offered through Osaic Wealth, Inc., member Osaic Wealth. is separately owned and otherentities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Neither Osaic Wea...”
In Business Since 2007
Serving Kokomo Area
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E.K. Riley Investments

E.K. Riley Investments

Serving Kokomo Area
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Halter Ferguson Financial

Halter Ferguson Financial

(50)
Financial Planning, Wealth Management, Asset Management
“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.”
Licensed, BBB Rating: A+
In Business Since 1989
13080 Grand Blvd Ste 130, Carmel, IN
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Borshoff Consulting

Borshoff Consulting

(30)
Bookkeeping Services, Business Tax Consultant, Cash Flow Management
“This is our second year working with them and they have already taught us to be mindful of proper record keeping, which is easy with the document recording software provided.”
Licensed, BBB Rating: A+
In Business Since 2018
Transparent Fees & Pricing
3422 Beech Dr, Carmel, IN
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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.

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