Wisely Advised of Hammond

Wisely Advised of Hammond is a Financial Planner in Hammond, IN. The firm operates as a Financial Planning and Investment Advisory practice that focuses on delivering service and advice tailored to individual client needs. It serves clients by helping them define short and long-term financial goals and working to achieve those objectives. The business holds a rating of 4.80 based on customer reviews.

The firm follows a four-step planning process designed to guide clients through their financial journey. The first step involves an introductory meeting to understand the client's current financial picture and goals. The second step focuses on understanding the client's values and priorities to create a tailored financial plan. In the third step, the team implements the plan, managing details such as transferring assets and setting up new accounts. The final step involves regular check-ins to review strategies, track progress, and adjust the plan as life or market conditions change. The team includes Tony Velasquez, the Founder and Managing Director, who brings experience from a background in hard work and planning. Maria Bushey serves as Director of Operations, holding a degree in Business Administration from Indiana University Northwest and previously working in the mortgage industry. Ken Michaels is an Investment Advisor who began his career with the firm as an intern in 2021. Wisely Advised partners with Charles Schwab, utilizing its reputation for reliability and security in financial services.

The office is located at 10261 Calumet Avenue Suite 104 in Dyer, IN. It is open from 9:00am to 5:00pm Monday through Friday. Clients can reach the team by phone at 219.214.1212 or by email at [email protected].

Wisely Advised of Hammond is known for its personalized approach to financial planning and its positive reputation among clients in the Hammond area.