Thomas Eli Perry,  CFP<sup>&reg;</sup> - Financial Advisor

Thomas Eli Perry, CFP®

Perry Financial Group

8001 S Meridian St
Indianapolis, IN 46217-4252
(317) 213-0524 CONNECT WITH Thomas
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Thomas Perry is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Perry Financial Group in Indianapolis, IN and the surrounding communities.

Financial Advisor Overview

I work primarily with individuals and small business owners to make wise and prudent financial decisions and plan for future goals.


Financial Advisor Experience

I have experience working with young individuals and families as well as those nearing or entering retirement.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • Other - CKA

Insurance Licenses

  • Life insurance: IN
  • Health/disability insurance: IN
  • Fixed annuities: IN
  • Variable annuities: IN

Broker-Dealer Affiliation

American Portfolios Advisors. Inc

Broker-Dealer Disclaimer

Registered Representative offering securities through American Portfolios Financial Services, Inc. Member: FINRA, SIPC. Investment Advisory services offered through American Portfolios Advisors, Inc. an SEC Registered Investment Advisor. Perry Financial Group is not affiliated with APFS or APAI

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Investment Management, Mutual Funds, Insurance, Retirement, Sudden Wealth, Personal Taxes


Helpful Financial Planning Resources