Hurlow Wealth Management Group, Inc.
3925 East Hagan Street, Bloomington, IN 47401
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
3925 E Hagan St #300, Bloomington, IN 47401, United States
About the Business
Hurlow Wealth Management Group, Inc. is a distinguished institution located at 3925 East Hagan Street in Bloomington, Indiana, United States. Specializing in finance, banking, and legal services, our team of highly educated and credentialed professionals have perfected a unique process called the Coordinated Financial Overview™ (CFO Process). This process is designed to educate and empower you to feel confident in growing, protecting, and transitioning your wealth.
At Hurlow Wealth Management, we believe in focusing on education rather than sales. Our team holds a variety of credentials including CFP®, CPWA®, CIMA®, and more, ensuring that you receive expert advice and guidance. We cater to a diverse clientele including business owners, attorneys, CPAs, medical and dental professionals, university faculty, wealthy families, and retirees from various local companies.
Our unique financial planning process, the CFO Center, provides you and your Financial Advisor with everything needed to create, monitor, and optimize your financial life. From setting goals and monitoring investments to managing cash flow and insurance, the CFO Center ensures that you stay on track towards achieving your financial goals.
If you are interested in learning more about how Hurlow Wealth Management can add clarity, confidence, and comfort to your financial life, please contact us at 812-333-4726 or email us at Info@HurlowWealth.com. We look forward to the opportunity to help you secure your financial future."
Reviews
"Our recent financial review with the Hurlow team reinforced our confidence in their broad wealth management and financial services. They take the time to understand our current situation, short-term plans, and long-term goals. After years working with large financial firms, our recent years with Hurlow have us feeling comfortable that our wealth is being protected during challenging times and grown during better times. Beyond wealth management, we appreciate Hurlow’s advisory services for estate planning, health insurance and long-term care. We consider our relationship to be a true partnership."
"Whether navigating the options for a small business retirement plan or personal family financial planning, Hurlow has been a really great group to work with over the years. Really glad to have their help."
"The team at Hurlow Wealth Management is an exceptional financial partner for both our personal and business affairs. They take the time to understand our near-term needs and long-term goals, and make sure the investments under their watchful eye remain on point to acheive them. As laws evolve and new opportunities arise, they are always available to dive into the details. We appreciate their expertise and wholeheartedly endorse their services."
"I highly recommend this group. Have been with them for 20 years. Honest, trust worthy, and very caring."
"Hurlow Wealth Management is a wonderful company to help you invest your money. I have done business with them for several years and even though I know I am not one of their wealthiest clients, I have never felt that I was being treated differently than someone else. They really take the time to get to know you and your circumstances to help you make the best decisions. The entire team has always been so helpful and kind. I am confident in trusting them and can’t imagine investing my money with anyone else!"
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