Perry Financial Group
About the Business
Perry Financial Group is a family-owned financial planning agency located at 8001 South Meridian Street in Indianapolis, Indiana. We offer strategic financial planning and expert tax preparation services tailored to your individual needs. Our team of experienced financial advisors is dedicated to helping you plan for both your present and future, so you can feel empowered and secure throughout your financial journey. We provide services such as tax preparation, estate planning, investment management, insurance analysis, and cashflow and debt management to guide you towards financial stability and success. Whether you are just starting out or are a seasoned wealth-builder, we are here to partner with you on the road to a secure and prosperous future. Schedule an introductory call with us to see how we can help you achieve your financial dreams.
Photos
Location & Phone number
8001 S Meridian St, Indianapolis, IN 46217, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
8:00 AM - 12:00 PM
Sunday:
Closed
Reviews
"Joe and Eli were very kind and professional with a novice investor such as myself. They are knowledgeable, give wise counsel and are excellent listeners. They far exceeded my expectations. I would highly recommend Perry Financial Group."
"I have been invested with Perry Financial Group for 13 years. Working with the Perry team has been a great experience for my husband and I. For anyone considering with working with them, I can assure you that you will walk away with knowledge and confidence in your investments and financial plan. You will not find a better option in the Indianapolis area, especially in regards to quality, service, and competitiveness of fees. I strongly recommend them to anyone seeking investment advice."
"Very professional, they make understanding money management very easy and accessible. I came in with zero knowledge, and left with a much better understanding of not only planning for retirement, but on how to better handle money now and how to improve paying off debts quickly. They're real with you and straight to the point, and focused on providing the best service they can to their clients. Eli went out of his way to schedule me in, even though he had a few busy days, which I was very grateful for considering my own busy schedule. They place their people first and take their work seriously."
"Joe and Eli are so great- knowledgeable, friendly, easy to talk to and eager to help. I’ve always felt in good hands as it’s been obvious to me since the start that these guys are very passionate about what they do. I had a bit of a financial emergency and Joe made himself available after hours to help me sort everything out. I always feel at ease and not pressured when I work with these guys, and I’m looking forward to a long term relationship with them as my financial advisors. Highly recommend!"
"Joe and Perry Financial Group were quick to respond to my request for help planning for retirement. They provided an in depth analysis of my goals, current saving strategies, and investment choices. They were also able to provide me with advice on which investment vehicles I may want to consider as well offered insight as to why they recommend them. Overall, I had a great experience with Perry Financial and look forward to continuing to work with them."
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