Perry Financial Group

Indianapolis, Indiana

5.0 (11 reviews)
Call (317) 682-1933 Visit website →

About

Perry Financial Group is a family-owned financial planning firm in Indianapolis offering financial planning, tax preparation, and related advisory services. Led by partner Eli Perry, CFP®, CKA®, the firm develops concise financial plans and provides tax preparation for individuals and businesses, with basic tax returns starting at $200. The firm meets with clients twice annually by default and offers quarterly portfolio reviews, direct access to advisors, and a customized financial dashboard; clients can request a refund of the previous quarter's fees if unsatisfied.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-5PM, Tuesday: 8AM-5PM, Wednesday: 8AM-5PM, Thursday: 8AM-5PM, Friday: 8AM-5PM, Saturday: 8AM-12PM
SEC registered
No
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