Best Financial Advisors in Bloomington, IL

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List of Firms

Bloomington, IL Fiduciary Financial Advisors

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Ark Financial Services, LLC
5 out of 5
Location 205 N Williamsburg Dr, Bloomington, IL 61704, USA
Phone (309) 661-2000
Directions
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Kingston Wealth Management Group
SEC File# 801-43144
CRD# 107271
Location 2315 E Empire St #2, Bloomington, IL 61704, USA
Phone (309) 663-9477
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Merrill Lynch Wealth Management Advisor Payton J Miller
Location 2205 E Empire St Suite C, Bloomington, IL 61704, USA
Phone (309) 664-8611
Language https://fa.ml.com/illinois/bloomington/payton-miller
Directions
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IPI Wealth Management, Inc - Investment Planners
SEC File# 801-56878
CRD# 111872
5 out of 5
Location 207 W Jefferson St Suite 101, Bloomington, IL 61701, USA
Phone (309) 820-7443
Language https://www.investmentplannerssc.com/
Directions
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Cornerstone Advisers, LLC
Location 207 W Jefferson St UNIT 501, Bloomington, IL 61701, USA
Phone (309) 821-0615
Directions
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Jeffrey A Schwartz - Financial Advisor, Ameriprise Financial Services, LLC
Location 409 S Prospect Rd ste e, Bloomington, IL 61704, USA
Phone (309) 827-7917
Language https://www.ameripriseadvisors.com/jeffrey.a.schwartz/?cid=IP_local_google
Directions
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Commerce Trust Company
Location 1339 E Empire St, Bloomington, IL 61701, USA
Phone (309) 823-7230
Language https://www.commercetrustcompany.com/contact-us/our-locations/bloomington-illinois?utm_source=gmb&utm_medium=organic
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 3703 Ireland Grove Rd Suite 2, Bloomington, IL 61704, USA
Phone (309) 664-0805
Language https://www.edwardjones.com/us-en
Directions
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Savant Wealth Management
SEC File# 801-43144
CRD# 107271
Location 2315 E Empire St Suite 2, Bloomington, IL 61704, USA
Phone (309) 663-9477
Language https://savantwealth.com/?utm_source=local&utm_medium=organic&utm_campaign=gmb-bloomington
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 3801 General Electric Rd Suite 2B, Bloomington, IL 61704, USA
Phone (309) 808-0668
Language https://www.edwardjones.com/us-en
Directions
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Rooted Wealth Advisors
SEC File# 801-121129
CRD# 313759
Location 2404 E Empire St Suite 217, Bloomington, IL 61704, USA
Phone (815) 918-4727
Language https://rootedretirement.com/
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Financial Design Group
Location 2101 Eastland Dr suite a-1, Bloomington, IL 61704, USA
Language http://www.fdgonline.com/
Directions
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Raymond James
SEC File# 801-72137
CRD# 25853
Location 2401 E Washington St, Bloomington, IL 61704, USA
Phone (309) 663-7657
Language https://www.raymondjames.com/
Directions
Financial Advisors in Bloomington, IL

Where Certified Financial Advisors in Bloomington, IL Serve

Bloomington, IL is a vibrant city filled with rich history and a plethora of landmarks that are sure to leave you in awe. From the majestic Miller Park Zoo to the iconic David Davis Mansion, there is no shortage of sights to see. When it comes to top employers, Bloomington has a diverse range of industries that provide ample job opportunities for its residents. Some of the biggest employers in the city include State Farm Insurance, Advocate BroMenn Medical Center, and Illinois State University. Navigating the city is a breeze thanks to the major highways and streets that run through it. The I-55 and I-74 are two of the most prominent highways, while Veterans Parkway and Main Street are some of the most well-known streets in the area. Bloomington is also home to a number of distinct neighborhoods, each with its own unique character and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Bloomington, IL are serviced by banks in a variety of ways. One of the most common ways is through traditional banking services, such as checking and savings accounts, loans, and credit cards. Bloomington, IL is also home to several community banks that offer personalized service and a focus on local businesses and residents. Additionally, many banks in Bloomington offer online and mobile banking options, making it easy for residents to manage their finances on the go. One specific thing about Bloomington, IL is that it is home to Illinois State University, which means that many banks in the area offer special student banking programs and services to cater to the needs of college students.

Insurance Broker

Residents of Bloomington, IL can benefit greatly from the services of an insurance broker. The broker can help them navigate the complex world of insurance policies and find the best coverage for their needs. For example, Bloomington is known for its extreme weather conditions, with hot summers and cold winters. An insurance broker can help residents find policies that offer protection against damage caused by hail, tornadoes, and other weather-related events. Additionally, the broker can assist with finding affordable health insurance plans, which is especially important in a city where healthcare costs are known to be high. Overall, an insurance broker can provide valuable assistance to Bloomington residents, helping them secure the coverage they need to protect themselves and their families.

Retirement Planning

Residents of Bloomington, IL can benefit greatly from the assistance of a retirement planner. One of the most common ways a retirement planner can help Bloomington residents is by providing guidance on how to save for retirement. With the cost of living in Bloomington being slightly higher than the national average, it can be challenging for residents to save enough money for retirement. A retirement planner can help residents create a personalized savings plan that takes into account their unique financial situation and goals. Additionally, a retirement planner can offer advice on how to invest their savings to maximize their returns and minimize risk. By working with a retirement planner, Bloomington residents can feel confident that they are on track to achieve their retirement goals and enjoy a secure financial future.

Wealth Management

Residents of Bloomington, IL can benefit greatly from the services of a wealth manager. With a population of over 77,000 people, there are many individuals and families who may need assistance with managing their finances. A wealth manager can provide guidance on investment strategies, retirement planning, tax planning, and estate planning. Additionally, with Bloomington being home to Illinois State University and State Farm Insurance, there are many employees who may need help navigating company benefits and stock options. A wealth manager can also help with charitable giving and philanthropic endeavors, which is important in a community like Bloomington that values giving back. Overall, a wealth manager can provide tailored financial advice to help residents of Bloomington achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Bloomington, IL can benefit greatly from the services of a mortgage loan officer. First and foremost, a mortgage loan officer can help residents secure financing for their dream homes. This is especially important in Bloomington, where the median home price is higher than the national average. Additionally, a mortgage loan officer can help residents refinance their current mortgages, potentially saving them thousands of dollars over the life of their loan. With the help of a mortgage loan officer, residents can also navigate the complex world of mortgage lending, ensuring that they get the best possible deal and avoid any pitfalls along the way. Overall, a mortgage loan officer can be an invaluable resource for residents of Bloomington, IL looking to achieve their homeownership goals.

Tax Services

Residents of Bloomington, IL could greatly benefit from the expertise of a tax advisor in a number of ways. One of the most common ways a tax advisor could help is by providing guidance on how to navigate the complex tax laws and regulations that are unique to the state of Illinois. For example, Bloomington residents may be subject to specific tax credits or deductions that are not available in other states, and a tax advisor can help ensure that they are taking full advantage of these opportunities. Additionally, a tax advisor can provide personalized advice on how to minimize tax liabilities and maximize refunds, which can be especially valuable for residents who are self-employed or own small businesses in the area. Overall, working with a tax advisor can help Bloomington residents make informed decisions about their finances and ensure that they are in compliance with all applicable tax laws.

Estate Planning Lawyer

Residents of Bloomington, IL can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that includes a will, power of attorney, and healthcare directive. This is especially important for Bloomington residents who own property or have significant assets, as a well-crafted estate plan can ensure that their assets are distributed according to their wishes and minimize the tax burden on their heirs. Additionally, an estate planning lawyer can help Bloomington residents navigate the complexities of Medicaid planning and long-term care, which can be especially important for those who may need to rely on these services in the future. Overall, an estate planning lawyer can provide invaluable guidance and peace of mind to Bloomington residents as they plan for their future and the future of their loved ones.

Bloomington, IL Financial Resources

Bloomington, IL Chamber of Commerce

https://www.mcleancochamber.org/

Bloomington, IL City Hall

https://www.bloomingtonil.gov/

Bloomington, IL Public Library

https://www.bloomingtonlibrary.org/

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Bloomington, IL

A financial advisor in Bloomington, IL can offer a range of financial advising services to help individuals and businesses achieve their financial goals. From retirement planning and investment management to tax planning and estate planning, a financial advisor can provide guidance and expertise to help clients make informed decisions about their finances. In Bloomington, IL, specifically, a financial advisor may also specialize in agricultural finance, given the city's location in the heart of Illinois' farming community. This could include advising on crop insurance, farm loans, and other financial products and services specific to the agriculture industry. With their burstiness and complexity, financial advisors in Bloomington, IL can help clients navigate the often complex and ever-changing world of finance to achieve their financial goals and secure their financial future.

Bloomington, IL is the ultimate destination for those who seek top-notch financial advising. The city boasts a plethora of financial advisors who are well-versed in the art of managing money and investments. What sets Bloomington apart from other cities is its strong community of financial experts who are dedicated to helping individuals and businesses achieve their financial goals. With a vibrant economy and a highly educated population, Bloomington offers a unique blend of expertise and experience that is unmatched in the region. Additionally, the city is home to a number of financial institutions and organizations that provide a wealth of resources and support to those seeking financial advice. From retirement planning to investment management, Bloomington has everything you need to secure your financial future. So, if you're looking for the best place to get financial advising, look no further than Bloomington, IL.