Best Financial Advisors in Bloomington

2022

We scored 26 Financial Advisors in Bloomington, IN and Picked the Top 7

Here are the Picks:

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Bloomington Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Our Selection Criteria:

1. Availability

Consistently approachable and responsive, so customers never feel ignored.
2. Qualifications

Building customer confidence with licensing, accreditations, and awards.
3. Reputation

A history of delighted customers and outstanding service.
4. Experience

Masters of their craft, based on years of practical experience and education.
5. Professionalism

Providing service with honesty, reliability, and respect.

Reputation:A

More Info

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:

2 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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+

Wealth Management

Located in Bloomington, Holden Wealth Management has been serving families, retirees, and individuals since 2001. The firm offers various financial planning services, such as insurance needs analysis, retirement account and allocation planning, and financial independence planning and projections. It also assists clients in implementing financial strategies, investment, and insurance to help them meet their financial objectives. President Jon R. Holden has been working in the financial industry for more than 56 years. He also volunteers for Meals on Wheels.

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631 N. Walnut Street
Bloomington, IN 47404

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(812) 336-0149 Website

Certified Financial Planner (CFP)

Hurlow Wealth Management Group, Inc. has been serving clients in Bloomington since 2002. Its team advises individuals and families about their finances so that they can meet long-term goals like a college fund. The firm also assists with planning for retirement with a stable and sustainable income, along with creating an investment portfolio that fits a client's goals and risk tolerance. Managing partner John Hurlow is a Certified Private Wealth Advisor with more than two decades of financial experience.

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3925 Hagan Street Suite 300
Bloomington, IN 47401

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(812) 333-4726 Website

Private Wealth Advisor
Certified Financial Planner (CFP)

Innovative Financial Solutions is a wealth advisory firm serving the residents of Bloomington. The company's services include portfolio design and monitoring, estate planning, asset protection, and tax optimization. Its team uses a combined 60 years of experience in the industry to identify the strategies that help their clients save for their children's education, preserve an inheritance, or prepare for retirement. The associates also coordinate with estate attorneys, bankers, and property and casualty agents to assist clients with their unique financial needs.

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357 East Winslow Road
Bloomington, IN 47401

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(812) 337-1999 Website

Certified Financial Planner (CFP)

Laughlin Financial is an investment advisor in Bloomington, providing investment and financial planning advice. It takes a view of the client's financial situation in order to bring structure, process, organization, and simplification into a comprehensive financial plan. This covers retirement, taxes, investments, and insurance. Laughlin Financial is independent and founded by John Laughlin, Certified Financial Planner, in 2012. Before this, he was vice president with the Credit Suisse Group where he advised large global institutional money managers.

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4151 E 3rd Street
Bloomington, IN 47401

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(812) 552-2113 Website

Retirement Planning
Tax Planning

Rightsell & Company is a comprehensive financial services firm serving Bloomington and the surrounding areas. It provides personalized financial strategies to retirees, families, and individuals who want to plan their retirement. The firm assists in managing finances through asset allocation, tax management, estate planning, and education funding. It also offers employee and executive benefits programs. Rightsell & Company is an affiliate of Interdependent Advisors. Howard Rightsell is a Life Underwriter Training Council Fellow and a member of the American Association of Individual Investors.

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400 W 7th Street, Suite 101
Bloomington, IN 47404

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(812) 500-0263 Website

Retirement Planning
Estate And Trust Specialist
Certified Financial Planner (CFP)
Tax Planning

Wellington Investment Advisors has been helping clients in the Bloomington metro with financial planning for over 32 years. The firm takes the clients' goals into account, be it investing, planning for retirement, or establishing a fund for their children's education. The advisors also guide clients with structuring their income in line with their current financial standing. Clients are also guided through the process of creating a financial portfolio. Financial advisor Doug Ummel has received his CFP designation.

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121 E 6th St, Suite 2
Bloomington, IN 47408

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(812) 333-0874 Website