Bloomington, IN

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Bloomington, IN
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Best Financial Advisors in Bloomington, IN

24 firms listed · 6 in Bloomington · 1 open weekends · 18 rated 4.5+ · 1 shows a license

Data verified October 16, 2026

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Comprehensive Financial Consultants

Comprehensive Financial Consultants

In Business Since 2005
Free Initial Consultation
674 S College Ave, Bloomington, IN
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What will the Secure Act 2.0 affect 2025 and our retirement account rules? Have you considered the change this could bring to your children's 529 Plan? Why are required minimum distributions starting at 75 when we need the money now? As long as insurance companies, other countries, etc. are willing to buy our debt we can expect these kinds of changes in our future. Join me in this episode to learn how, why, and when this is happening.

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Wellington Investment Advisors

Wellington Investment Advisors

(6)
  • Meeting
  • Income
  • Humor
“He knows I ask pertinent questions about current economic conditions that drive his investment suggestions, and he takes great care to explain what he's done and why.”
In Business Since 2016
CFP Certified
121 E 6th St #2, Bloomington, IN
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Laughlin Financial

Laughlin Financial

In Business Since 2020
Transparent Fees & Pricing
4151 E 3rd St, Bloomington, IN
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First American Trust

First American Trust

In Business Since 2001
Free Initial Consultation
1802 W 17th St, Bloomington, IN
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Teders & Quackenbush Wealth Management Group

Teders & Quackenbush Wealth Management Group

In Business Since 2021
101 W Kirkwood Ave #224, Bloomington, IN
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Malcolm Webb Wealth Management

Malcolm Webb Wealth Management

In Business Since 2011
205 N College Ave STE 714, Bloomington, IN
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The 24 firms listed for Bloomington, IN provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Bloomington, IN

Of the 24 firms we list here, 6 are in Bloomington itself and 18 come from towns including Greenwood (7, 38 mi), Indianapolis (4, 47 mi) and Columbus (3, 32 mi). 18 of the firms on this page have a rating, from 4.5 to 5.0 across 119 reviews. 1 is open on Saturdays. The services the firms on this page list most often on their websites are estate (2), insurance (2), investment (2) and retirement (2). 1 shows a license on its website; 1 lists staff certifications (CFP) and 3 have a BBB rating of A or A+. 18 have ten or more years of experience, the longest 35 years. 3 offer a free initial consultation and 2 are family- or locally-owned. We have a website on file for 23 of the firms on this page; 18 publish a contact page; 16 list a public email and 6 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Why are financial advisers outside Bloomington listed here?

6 of the 24 firms are located in Bloomington. The others come from other towns within 50 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

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Ray Wealth Management

Ray Wealth Management

(4)
“Otto Ray is the guy you need to talk to so you know what direction your future is going in!”
30+ Years Experience
Licensed
Martinsville, IN · 18 mi from Bloomington
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George Wealth Management Group

George Wealth Management Group

In Business Since 2010
Bedford, IN · 21 mi from Bloomington
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Boys and Collins Financial

Boys and Collins Financial

(6)
“They are very proactive in identifying opportunities that are beneficial to me.”
In Business Since 2021
Martinsville, IN · 18 mi from Bloomington
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Jackson Bellush Financial Group: Jason Jackson & JT Bellush

Jackson Bellush Financial Group: Jason Jackson & JT Bellush

In Business Since 2023
Bedford, IN · 21 mi from Bloomington
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Creative Financial Group

Creative Financial Group

(35)
  • Financial Planner
  • The Office
  • Strategy
“We have been with Creative Financial for a year and a half after attending one of their retirement seminars and have been thoroughly satisfied with their service.”
In Business Since 2007
BBB Rating: A+
Indianapolis, IN · 47 mi from Bloomington
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Financial Plans & Strategies

Financial Plans & Strategies

(1)
“We've been clients for nearly 40 years and are impressed more each year!”
Accepts All Major Credit Cards
In Business Since 1991
BBB Rating: A+
Greenwood, IN · 38 mi from Bloomington
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Simons Bitzer & Associates

Simons Bitzer & Associates

(7)
  • Community
“Simons Bitzer demonstrates their genuine commitment to their clients in going above and beyond in supporting the community they and their clients serve.”
Accepts All Major Credit Cards, Check
In Business Since 2011
BBB Rating: A+
Indianapolis, IN · 47 mi from Bloomington
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MFG Wealth Management

MFG Wealth Management

(17)
  • Confidence
  • Portfolio
  • Future
“I knew in my heart that he was honest, and a good man, and would do everything he could to give me the best return possible on my IRA, and really look out for my assets.”
In Business Since 2006
Indianapolis, IN · 47 mi from Bloomington
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Shaub CPA Group

Shaub CPA Group

(2)
“I would definitely recommend this place.”
Transparent Fees & Pricing
In Business Since 2004
Accepts All Major Credit Cards
Greenwood, IN · 38 mi from Bloomington
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A.w.e. Wealth Management of Raymond James

A.w.e. Wealth Management of Raymond James

In Business Since 1998
Accepts Debit, Check
Greenwood, IN · 38 mi from Bloomington
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Perry Financial Group

Perry Financial Group

(10)
  • Understanding
  • Tax
  • Knowledge
“I would highly recommend their services for anyone who is starting their investing journey or needing a more individualized approach to your portfolio.”
In Business Since 2020
Family Business
Indianapolis, IN · 47 mi from Bloomington
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Eagle Financial Designs

Eagle Financial Designs

In Business Since 2006
Greenwood, IN · 38 mi from Bloomington
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Marian Investor Coaching

Marian Investor Coaching

In Business Since 2009
Free Initial Consultation
Greenwood, IN · 38 mi from Bloomington
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Hilliard Lyons

Hilliard Lyons

In Business Since 2010
Columbus, IN · 32 mi from Bloomington
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WWA Planning & Investments

WWA Planning & Investments

In Business Since 2007
Columbus, IN · 32 mi from Bloomington
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Giesting Financial

Giesting Financial

In Business Since 2006
Columbus, IN · 32 mi from Bloomington
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No Worry Retirement

No Worry Retirement

In Business Since 2014
Family Business
Greenwood, IN · 38 mi from Bloomington
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Fox Custom Financial Planning

Fox Custom Financial Planning

(1)
“He is a good listener, which is critical to understanding your needs in order to make appropriate recommendations.”
Greenwood, IN · 38 mi from Bloomington
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HomeWealth Management AdvisorsIndianaBloomington, IN

Retirement Planning and Investment Management Services in Bloomington, IN Cost Estimates

Minimum cost
$1140
Maximum cost
$9690
National Average
$3420
Avg Per Hour Rates
$342
$2280
$6270
Typical price range is based on 501 cost profiles
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Average Cost $3420
Minimum cost $1140
Maximum cost $9690
Avg Per Hour Rates $342

Typical range $2280 to $6270 is based on 501 cost profiles.

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