Bloomington, IN Financial Advisors and Resources



Financial Advisor Firms in Bloomington, IN


COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.

Website

(812) 334-3190

674 S. College Avenue

Bloomington, IN 47403

SEC#: 801-62834
Years in Business: 17 years

HURLOW WEALTH MANAGEMENT GROUP, INC.

Website

(812) 333-4726

3925 Hagan St.
Suite 300
Bloomington, IN 47401

SEC#: 801-107700
Years in Business: 5 years

S.B. VALUE PARTNERS, L.P.

Website

(812) 200-2740

4661 E Heritage Woods

Bloomington, IN 47401

SEC#: 801-66139
Years in Business: 15 years

ETICO WEALTH MANAGEMENT LLC

Website

(812) 327-7727

3768 East Cobble Creek G

Bloomington, IN 47401

SEC#: 801-70445
Years in Business: 12 years

THURSTON SPRINGER ADVISORS, LLC

Website

(812) 609-4500

414 N. Morton

Bloomington, IN 47404

SEC#: 801-114256
Years in Business: 2 years

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

Website

(812) 609-4500

414 N. Morton

Bloomington, IN 47404

SEC#: 801-63564
Years in Business: 17 years

PRINCIPAL ADVISED SERVICES, LLC

Website

(866) 412-0770

4209 E Deckard Drive

Bloomington, IN 47408

SEC#: 801-114432
Years in Business: 2 years

S.B. VALUE PARTNERS, L.P.

Website

(812) 200-2740

4661 E Heritage Woods

Bloomington, IN 47401

SEC#: 801-66139
Years in Business: 15 years

THURSTON SPRINGER ADVISORS, LLC

Website

(812) 609-4500

414 N. Morton

Bloomington, IN 47404

SEC#: 801-114256
Years in Business: 2 years


How Retirement-Friendly is Bloomington, IN?

  • Population: 84,116
  • % of Population 62 Years and Over: 11.4%
  • Average Home Value: $212,500
  • Average Monthly Housing Cost: $918
  • Average Household Income: $58,306
  • Indiana Total Tax Burden: 8.15% (18th Lowest in U.S.)
  • Indiana Property Tax: 2.19% (11th Lowest in U.S.)
  • Indiana Individual Income Tax: 2.05% (18th Lowest in U.S.)
  • Indiana Sales and Excise Tax: 3.91% (16th Highest in U.S.)


Bloomington, IN Financial Advisor FAQs

Make sure to narrow down your needs in order to find the right advisor for you. You may want one that specializes in retirement or education savings. Some specialize in income taxes or estate planning; others administer health care benefits like dental insurance through an employer-sponsored plan (also referred to as managed care.). It's important to choose someone with whom you feel comfortable communicating and who will help tailor their service to your needs which will become more apparent in subsequent conversations about services offered in addition to what they don't offer in general.
Provides advice on investing and budgeting to help create or achieve specific financial goals (such as saving for retirement).
Financial advisors help people manage their money by making investment recommendations and providing information about financial products. They can charge hourly rates, commissions, or fees for managing the investments of a client. The fee structures are usually determined in advance based on an agreement with clients.
It's vital to understand the pros and cons of both advice (purchase, sale, etc.) and product (stocks, funds, ETFs) before making any investment decisions. Ask this person about their past performance.