Best Financial Advisors in Bloomington, IL

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List of Firms

Bloomington, IL Fiduciary Financial Advisors

Edward Jones
Location 3703 Ireland Grove Rd Suite 2, Bloomington, IL 61704, USA
Phone (309) 664-0805
Savant Wealth Management
SEC File# 801-43144
CRD# 107271
Location 2315 E Empire St Suite 2, Bloomington, IL 61704, USA
Phone (309) 663-9477
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
Ark Financial Services, LLC

5 out of 5

Location 205 N Williamsburg Dr, Bloomington, IL 61704, USA
Phone (309) 661-2000
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
Edward Jones
Location 3801 General Electric Rd Suite 2B, Bloomington, IL 61704, USA
Phone (309) 808-0668
Rooted Wealth Advisors
SEC File# 801-121129
CRD# 313759
Location 2404 E Empire St Suite 217, Bloomington, IL 61704, USA
Phone (815) 918-4727
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
Cornerstone Advisers, LLC
Location 207 W Jefferson St UNIT 501, Bloomington, IL 61701, USA
Phone (309) 821-0615
Jeffrey A Schwartz - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 409 S Prospect Rd ste e, Bloomington, IL 61704, USA
Phone (309) 827-7917
Financial Design Group
SEC File# 801-111055
CRD# 158043
Location 2101 Eastland Dr suite a-1, Bloomington, IL 61704, USA
Raymond James
Location 2401 E Washington St, Bloomington, IL 61704, USA
Phone (309) 663-7657
Merrill Lynch Wealth Management Advisor Payton J Miller
Location 2205 E Empire St Suite C, Bloomington, IL 61704, USA
Phone (309) 664-8611
Commerce Trust Company
SEC File# 801-66509
CRD# 17140
Location 1339 E Empire St, Bloomington, IL 61701, USA
Phone (309) 823-7230
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About Bloomington, IL

Bloomington, IL is a city located in central Illinois. It is home to Illinois Wesleyan University and the State Farm corporate headquarters. The city's top employers also include Abbott Laboratories, Caterpillar, and Country Financial. Major highways and streets in Bloomington include Interstate 74 and U.S. Route 150. The city's neighborhoods include College Hill, Dutchtown, and the Eastside.

Where Certified Financial Advisors in Bloomington, IL Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are a necessary part of life for many people. They offer a variety of services to their customers, which can include loans, checking and savings accounts, and more. In Bloomington, IL, there are a number of banks that residents can choose from. This can be helpful for those who are looking for a specific type of service or who want to shop around for the best deal.

Insurance Broker

If you live in Bloomington, IL and are looking for insurance, you may want to consider working with a broker. Brokers can help residents find the best rates and coverage options for their needs, and they can also assist with filing claims and answering questions about policies. If you're interested in finding a broker to work with, there are a few things you should keep in mind. First, make sure the broker is licensed in Illinois. You can check this by visiting the website of the Illinois Department of Insurance. Second, ask around for recommendations. Friends and family members are a great source of information, as are other professionals like accountants or attorneys. Finally, take the time to interview several brokers before making a decision. This will allow you to compare rates and services offered so that you can find the best possible match for your needs.

Retirement Planning

Most people in Bloomington, IL know that they need to start planning for retirement at some point, but many don't know where to start. That's where financial advisors come in. Financial advisors can help residents of Bloomington plan for every step of their retirement, from figuring out how much money they'll need to save up to choosing the right investments. They can also help retirees stay on track with their budget and make sure they're getting the most out of their retirement savings.

Wealth Management

Wealth management is an important service for any community, and Bloomington, IL is no exception. By providing wealth management services, we can help residents of Bloomington protect their assets and make the most of their money. We can also help businesses in the area to grow and succeed. Wealth management is a vital part of the economy of any community, and it is important that we have access to these services.

Estate Planning Lawyer

Estate planning lawyers can help Bloomington, IL residents protect their estate and plan for the future. Estate planning is the process of arranging for the management and disposal of a person's assets after death. It can also include provisions for the care of minors or incompetent adults. Attorney William Prentice is an estate planning lawyer who helps clients in Bloomington, IL and the surrounding area with all their estate planning needs. He has more than 25 years of experience in the field and knows how to help his clients create a plan that meets their specific needs. If you are interested in learning more about estate planning and how a lawyer can help, please contact Attorney William Prentice today.

Mortgage Loan Officer

Mortgage loan officers in Bloomington, IL can help residents by providing information about different types of loans and mortgages. They can also help residents apply for loans, and work with them to get the best interest rates and terms possible. In addition, mortgage loan officers can help residents understand the mortgage process, and work with them to find the right type of mortgage for their needs.

Tax Services

In Bloomington, IL, the tax accountant can help residents with their state and federal taxes. They can also advise on which deductions to take and how to file. The accountant will also make sure that the resident is getting the best possible return on their taxes.


FAQs About Personal Financial Advisors in Bloomington, IL