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Best Financial Advisors in Bloomington

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Bloomington, ILBloomington, IL

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Bloomington, ILBloomington, IL

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

3807 General Electric Road, Suite 2, Bloomington, IL 61704
Bloomington, IL 61704
  • Certified Financial Planner (CFP)

Douglass Financial Services has been serving the Bloomington community for more than 30 years. It assists individuals, families, and businesses in tax and distribution planning, investment management, legacy planning, and cash flow and income planning. Its team of professionals provides investment advisory services by creating a customized plan which considers the client's tolerance for market volatility. The firm's senior partner, Darrell Douglass, is a member of the Financial Services Institute and serves as a representative for Cambridge Investment Research, Inc.

3807 General Electric Road, Suite 2, Bloomington, IL 61704
Bloomington, IL 61704

Website(815) 842-4393

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

1410 Woodbine, Suite 4, Bloomington, IL 61704
Bloomington, IL 61704
  • Estate Planning
  • Retirement Planning
  • Financial Planning

Established in 1988, Falstad & Associates Financial Services has been providing financial planning solutions to individuals, families, and small businesses in Bloomington. Its investment services include asset protection, financial planning, college strategies, and retirement strategies. It also offers life insurance products to address the clients' health care needs and protect their loved ones from financial hardships caused by loss of life or serious illness and injuries. Managing partner Peter Falstad is a member of Rotary International.

1410 Woodbine, Suite 4, Bloomington, IL 61704
Bloomington, IL 61704

Website(309) 664-2600

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

203 Landmark Dr Unit A, Normal, IL 61761
Normal, IL 61761

McBeath Financial Group serves Bloomington, offering assistance to individuals looking to get their wealth and investments in order. Its team guides clients through complex financial decisions, employing computer algorithms to form reports and projections. It also assists with estate planning, forming wealth transfer strategies, and strategizing taxes to be paid in retirement. The firm's founder and president, Krista McBeath, is a Chartered Financial Consultant and a member of the National Association of Insurance and Financial Advisors.

203 Landmark Dr Unit A, Normal, IL 61761
Normal, IL 61761

Website(309) 808-2224

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.9 / 5 ( Best)

Total Reviews:

55 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: --

Helpfulness: B+

Detail: B+

2712 McGraw Drive, Bloomington, IL 61704
Bloomington, IL 61704
  • Certified Financial Planner (CFP)
  • Investment Management
  • Financial Planning

New Perspectives Financial Services, LLC, helps the residents of Bloomington and the surrounding areas gain financial success through financial planning. The process involves knowing a client’s visions and financial situation to provide appropriate recommendations. The firm also uses Morningstar, an investment analytic tool, to analyze a client’s investments. New Perspectives Financial Services also offers life and survivorship insurance products. Founder Kevin Kuebler has more than 18 years of experience. He is a Certified Financial Planner.

2712 McGraw Drive, Bloomington, IL 61704
Bloomington, IL 61704

Website(309) 662-7526

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

2404 E. Empire St., Suite 213-215, Bloomington, IL 61704
Bloomington, IL 61704
  • Insurance Products
  • Retirement Planning
  • Financial Planning

Established in 1997, Prairie Capital Management is a financial planning firm serving clients in the Bloomington area. Owner Tim Hohulin has been in the financial services industry since 1982, catering to the needs of individuals and businesses. He holds various designations, including CLU, CASL, and ChFC. His financial planning services cover both advisor- and self-guided financial planning. Hohulin also offers advisory services for individual retirement and non-retirement accounts, in addition to annuities and brokerage solutions.

2404 E. Empire St., Suite 213-215, Bloomington, IL 61704
Bloomington, IL 61704

Website(309) 420-0100

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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