About
Perry Financial Group is an independent, family-owned financial planning agency serving clients in the greater Indianapolis area and across the United States. We are committed to helping you plan for both your financial present and future with expert financial planning and tax services, so that you can feel empowered and secure throughout your entire financial journey.
+We are Catholics first and foremost and do not let anything come before our faith. As Catholics, we believe in loving our neighbor and putting the good of others before ourselves. We never turn anyone away from having a conversation or gatekeep information that we think will be beneficial to an individual. This means we spend a lot of time having conversations folks that may not be in a position to hire a financial planner, but still need some "personal finance 101" to get themselves back on their feet. We are always happy to talk and it gives us great satisfaction knowing that we have given someone the tools to take responsibility for their financial future and be better stewards of their assets.
