Monroe County, IN Financial Advisors and Resources



Financial Advisor Firms in Monroe County, 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 Monroe County, IN?

  • Population: 146,461
  • % of Population 62 Years and Over: 15.5%
  • Average Home Value: $186,600
  • Average Monthly Housing Cost: $921
  • Average Household Income: $70,085
  • 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.)


Monroe County, IN Financial Advisor FAQs

Financial advisors mostly earn money in the form of commissions. The amount is a percentage of the total cost paid for a product availed by the client.
Here are some key qualities to screen thro ugh an advisor: length of time they've been in business, what qualifications they have/credentials, how much education they've had, their experience with your type of financial products, and cultural compatibility with your needs and values.
Have they ever received any disciplinary actions or sanctions that may affect their ability to perform as a financial advisor? What class of registration does the advisor hold with FINRA and/or SIPC?
Financial advisors can provide valuable advice about what types of accounts we should use to invest money, how much risk is too much risk for the investor, and even which type of account would suit your specific needs.