Perry Financial Group

Perry Financial Group is a Financial Planner in Indianapolis, IN, located at 8001 S Meridian St. It holds a rating of 5.00 based on reviews.

Tom Perry founded the firm over 30 years ago to provide financial guidance without the exorbitant fees or asset minimums of large firms. He built the practice around relationships and service. Tom has since retired, and his sons, Joe and Eli, now run the independent, family-owned agency. They serve clients in Indianapolis and across the United States.

The advisors create holistic financial plans tailored to unique needs and goals. Services include tax planning and preparation, estate planning, investment management, insurance analysis, and cashflow and debt management. Tax experts work to optimize tax situations and maximize savings for both individual returns and business tax planning. The firm prepares financial plans on under two sheets of paper, including action items for both the client and the advisor. After initial onboarding meetings, clients meet twice per year, though additional meetings are available.

Clients can view their entire financial life on a customized dashboard. Portfolios are reviewed at least quarterly to ensure expected performance, with necessary changes made at no cost. Advisors provide direct cell phone numbers for immediate contact. The process begins with a 30-minute call to discuss the current financial state and future vision. A customized plan is developed and presented, allowing the client to decide if they are a good fit. The firm monitors progress on an ongoing basis. If a client is not satisfied with performance at any point, the previous quarter’s fees are refunded. Prospective clients can fill out a form to schedule a free introductory call, with a response promised within 24-48 hours.

Perry Financial Group sits on S Meridian St in Indianapolis, IN, just 30 meters from South Meridian Street. It is located about 0.3 miles from West Meridian School Road and Perry Meridian Middle School.

BizScoreAI gives the business a Content Quality score of 75 out of 100. This solid rating means the website answers customer questions clearly, allowing AI assistants to quote its content directly. The firm also holds an SEO Score of 71 out of 100. This solid technical health helps search engines crawl and rank the site so nearby customers can find it.