Wisely Advised of Hammond

Wisely Advised of Hammond is a Financial Planner in Hammond, IN, holding a rating of 4.80 based on customer reviews. The firm operates as a Financial Planning and Investment Advisory service, providing a four-step planning process that begins with an initial meeting to understand client goals and current financial situations. Subsequent steps involve defining priorities, implementing plans through asset transfers and account setups, and conducting regular check-ins to adjust strategies. The firm partners with Charles Schwab for custodial services.

The team includes Tony Velasquez, Founder and Managing Director, who grew up in a blue-collar family and emphasizes hard work and future planning. His office number is 219.214.1212, direct line is 630.214.1149, and email is [email protected]. Maria Bushey serves as Director of Operations. Born in Northwest Indiana, she earned a Bachelor’s degree in Business Administration with a Minor in Human Resources and Management from Indiana University Northwest, graduating in 2020. Her background includes work in the mortgage industry’s analytical department. Her office number is 219.900.0110, and email is [email protected]. Ken Michaels is an Investment Advisor who joined Wisely Advised as an intern in 2021, spending two years learning the role before becoming a top-performing advisor.

The firm is located at 10261 Calumet Avenue, Suite 104, Dyer, IN 46311. General contact can be made via phone at 219.214.1212 or email at [email protected]. Business hours are 9:00am to 5:00pm, Monday through Friday. The firm encourages in-person meetings to build trust and discuss financial goals personally.

BizScoreAI awards Wisely Advised a perfect Discoverability score of 100 out of 100, ensuring AI crawlers can find every page of the website so assistants can recommend the firm. The business also achieves an excellent Technical score of 97 out of 100, confirming the site is secure and indexable for search engines without errors. Additionally, Wisely Advised ranks number 1 of 10 Financial Planner businesses that BizScoreAI has scored in Hammond.