Expertise.com

Best Financial Advisors in Bloomington

Laurels
Laurels

We did the research for you!

Learn more
  • checkbox
    Licensing
  • checkbox
    User Reviews
  • checkbox
    Mystery Shopping Calls

Financial Advisors FAQs

Learn more
Bloomington, INBloomington, IN

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, INBloomington, IN

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: --

4020 25th Street Suite A, Columbus, IN 47203
Columbus, IN 47203
  • Certified Financial Planner (CFP)
  • Wealth Management

Hanner Financial Services, Inc., serves individual investors, employees, and small business owners in Bloomington who want to prepare for retirement. Its advisory and investment services cover asset allocation, risk assessment, and alternative investments. Its advisors aid in wealth management, offer planning support for estate planning, charitable giving, and business succession. Insurance products and services are also within the scope of services of Hanner Financial Services. Owner Bryan Hanner has CFP, ChFC, and CLU designations.

4020 25th Street Suite A, Columbus, IN 47203
Columbus, IN 47203

Website(812) 372-9402

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:

2 (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+

631 N. Walnut Street, Bloomington, IN 47404
Bloomington, IN 47404
  • 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.

631 N. Walnut Street, Bloomington, IN 47404
Bloomington, IN 47404

Website(812) 336-0149

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)

3925 Hagan Street Suite 300, Bloomington, IN 47401
Bloomington, IN 47401
  • 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.

3925 Hagan Street Suite 300, Bloomington, IN 47401
Bloomington, IN 47401

Website(812) 333-4726

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+

357 East Winslow Road, Bloomington, IN 47401
Bloomington, IN 47401
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

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.

357 East Winslow Road, Bloomington, IN 47401
Bloomington, IN 47401

Website(812) 337-1999

Show Number

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+

4151 E 3rd Street, Bloomington, IN 47401
Bloomington, IN 47401
  • 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.

4151 E 3rd Street, Bloomington, IN 47401
Bloomington, IN 47401

Website(812) 552-2113

Show Number
400 W 7th Street, Suite 101, Bloomington, IN 47404
Bloomington, IN 47404
  • 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.

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

Website(812) 500-0263

Show Number

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+

121 E 6th St, Suite 2, Bloomington, IN 47408
Bloomington, IN 47408
  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Retirement Planning
  • 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.

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

Website(812) 333-0874

Show Number

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).

Read All FAQS

Wrong city? Here are some nearby places:

Search for Financial Advisors near you