Wellington Investment Advisors 121 East 6th Street, Bloomington, IN 47408

"We have enjoyed many years of careful and detailed conversations with Wellington Advisors concerning the status of our investments, and adapting our portfolio to match our comfort zone for risk and social philosophy. The results have been spectacular, with our annuity income meeting our needs, and the entire retirement portfolio balanced between annuities and investments in such a way that the total value has basically doubled in the decade since our retirement. We had expected our RMD's to regularly decrease our portfolio, as most investment plans suggest, but despite taking out the RMD's on schedule, the successful management of our portfolio value by Wellington has basically made those reductions invisible. We are more than satisfied, actually delighted, with our ongoing experience with Wellington."

"I have worked with Wellington Investment Advisors for 15+ years. Ten + of those years were prior to retirement and the last five in retirement and in another state. I have always been given the utmost respect and care. The staff is easily accessible and they schedule regular meetings between me and Paul Bullock for review of my accounts as well as helping to prepare me for the future. If you are considering an investment advisor whom you can trust this is absolutely the group!"

"Paul has been our financial advisor for several years. He helped put our investments and pension funds on a solid foundation before we retired and then skillfully guided us into retirement. At each step along that journey with him, he has always worked very hard to understand our financial goals and very creatively and knowledgeably to help us achieve them. We also appreciate his sense of humor and his extremely competent and helpful staff. Both make working with him even more of a pleasure. In these tumultuous financial times, we trust Paul to give us the information and advice we need to make the most of our resources."

"“Paul brings many years of experience observing and administering investments through many turbulent economic cycles. All of his experience eases my anxiety about the success of my present and future investments. 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. Paul's a great guy with a terrific team working with him. He's easy to talk to, and he laughs at my jokes”."

"Paul has been my financial consultant for a number of years. Paul is practical ... tells me enough that I understand but doesn't overwhelm me with details. I appreciate that. I feel free to ask questions if there's anything I do not understand. I also own a farm so we tailor income to meet those needs too. He's got a great staff, a good sense of humor, and is diligent."