TOP 30 Family wealth management in Bloomington, Indiana

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.

Merrill Lynch Wealth Management, located at 320 West 8th Street in Bloomington, Indiana, is a leading finance institution offering comprehensive wealth planning services to individuals, families, business owners, executives, and institutions. With a focus on personalized financial strategies and long-term goals, the experienced advisors at Merrill Lynch can assist with retirement planning, investment guidance, estate planning services, and more. The branch is committed to client service and satisfaction, working closely with clients to understand their unique financial needs and lifestyle goals. Through charitable outreach and community involvement, Merrill Lynch also supports local organizations and initiatives. As a Merrill client, you have access to industry-skilled advisors, advanced wealth planning tools, and the resources of a global financial services firm to help you achieve your financial objectives. Whether you are looking to invest, plan for retirement, or prepare for life's challenges, Merrill Lynch Wealth Management is dedicated to helping you reach your goals.

Clendening Johnson & Bohrer, P.C. is a reputable law firm located at 409 West Patterson Drive in Bloomington, Indiana, United States. Specializing in various legal services, their team of experienced lawyers provides expert counsel and representation to clients in need of legal assistance. With a commitment to excellence and a track record of success, Clendening Johnson & Bohrer, P.C. is dedicated to advocating for their clients' best interests and achieving favorable outcomes in their cases. Whether you are facing a personal injury, criminal defense, family law, or other legal matter, you can trust in the professionalism and expertise of the lawyers at this esteemed institution.

Edward Jones - Financial Advisor: Joe King is a reputable financial institution located at 1882 South Walnut Street in Bloomington, Indiana, United States. Specializing in finance, Joe King provides expert financial advice and services to help clients achieve their financial goals. With a focus on personalized service and tailored solutions, Edward Jones - Financial Advisor: Joe King is committed to helping individuals and businesses make informed financial decisions for a secure future.

Brian Werth Financial Services is a reputable finance institution located at 820 West 17th Street in Bloomington, Indiana, United States. With a commitment to providing personalized financial solutions to individuals and businesses, our team of experts offers a wide range of services including financial planning, investment management, retirement planning, and insurance. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Brian Werth Financial Services is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a secure financial future.

The Merrill Lynch Financial Advisor Errek C Suhr is located at 320 West 8th Street in Bloomington, Indiana, United States. As a finance institution, the Suhr & McClurg Group team offers personalized financial strategies that prioritize your goals and aspirations. By providing access to global investing capabilities from Merrill and banking solutions from Bank of America, the team can assist with planning for education, retirement, healthcare costs, wealth preservation, and more. The team believes in putting clients first, starting with conversations to understand individual goals and priorities. Through the Investment Personality Assessment, they tailor financial approaches to align with your preferences and help you pursue meaningful goals. With a focus on building strong client relationships based on trust and personalized service, the team at Merrill Lynch aims to help clients achieve financial success by staying informed and making informed investment decisions. They offer personalized investment strategies and comprehensive financial solutions to address individual needs and goals, helping clients stay on track regardless of market fluctuations. By getting to know clients on a personal level and designing unique financial approaches, the Merrill Lynch Financial Advisor team strives to help clients achieve their financial goals.

Welcome to Kyle Dempsey - State Farm Insurance Agent, your trusted partner for comprehensive insurance solutions in Lake County, Indiana. Located at 7018 Indianapolis Boulevard, Hammond, IN 46324, our agency is dedicated to meeting the unique insurance needs of our community. As proud Indiana locals, we are committed to providing personalized insurance coverage to our neighbors in Munster, East Chicago, Schererville, and beyond. At Kyle Dempsey State Farm, we offer a wide range of insurance services, including Home, Auto, Life, Business, Renters, and Health Insurance. Our bilingual team is equipped to assist both English- and Spanish-speaking clients, ensuring clear communication and exceptional service for all our customers.

Welcome to Jeff Tucker - State Farm Insurance Agent, your trusted local insurance agency located at the corner of 173rd Street and Kennedy Avenue in Hammond, Indiana, near Hessville Park. With a strong commitment to serving the community, Jeff Tucker and his dedicated team are here to assist you with all your insurance and financial needs. As a graduate of Olivet Nazarene University and the John Marshall Law School, Jeff brings a wealth of knowledge and experience to the table. He is passionate about helping families and individuals find the right coverage at the right price, ensuring peace of mind for life's unexpected events.

Welcome to Mahogony Floyd - COUNTRY Financial Agent, your trusted partner in Schererville, Indiana, for all your insurance and financial planning needs. Conveniently located at 2300 South Cline Avenue, we specialize in providing comprehensive insurance solutions to protect what matters most to you, whether it's your car, home, business, or loved ones. Since 1925, COUNTRY Financial has been a reliable name in the insurance industry, recognized by Forbes as the #1 life insurance provider in America. As your local COUNTRY Financial Insurance Agent, Mahogony Floyd is dedicated to understanding your unique needs and offering personalized insurance options that help you worry less and live more.

Welcome to John Burris - State Farm Insurance Agent, your trusted partner in Griffith, Indiana, for comprehensive insurance solutions. Conveniently located at 437 North Broad Street, our agency is committed to making a meaningful impact in the lives of our clients and the local community. Since opening our doors on July 1, 2001, we have been dedicated to providing exceptional customer service and personalized insurance options to meet your unique needs. With over 15 years of experience in claims at State Farm, John Burris brings a wealth of knowledge and a customer-first approach to the agency. Our team, including long-standing members Tammy, Carol, and Joleen, is like family, and we extend that warmth and care to every client we serve. We offer a range of insurance services, including auto, home, life, health, renters, and business insurance, ensuring you and your loved ones are well-protected.

Welcome to Megan Schofield – Your Trusted COUNTRY Financial Agent in Terre Haute, Indiana Located at 231 Helen Avenue, Terre Haute, Indiana, Megan Schofield is your local expert in finance, health, and insurance. As part of the esteemed COUNTRY Financial team, we have been safeguarding the dreams and assets of our clients since 1925. Whether you are looking to protect your car, home, business, or more, we are here to provide you with comprehensive insurance solutions tailored to your unique needs.

Welcome to Gina Mills - COUNTRY Financial Representative, your trusted local insurance agency located at 21 North Court Street, Sullivan, Indiana. Since 1925, COUNTRY Financial has been committed to protecting what matters most to you—your car, home, business, and more. We offer a comprehensive range of insurance solutions tailored to meet your needs and provide peace of mind for you and your loved ones. At Gina Mills - COUNTRY Financial, we believe in personalized service. We take the time to understand your unique situation and financial goals, whether it’s planning for your child’s education, an early retirement, or protecting your forever home. Our wealth of educational tools and resources is designed to guide you every step of the way, ensuring you make informed decisions for a secure future.

Welcome to Angel Beltran - COUNTRY Financial Agent, your trusted partner in Merrillville, Indiana, for comprehensive insurance and financial planning solutions. Conveniently located at 8101 Polo Club Drive, our agency is dedicated to helping you protect what matters most—your car, home, business, and loved ones. Since 1925, COUNTRY Financial has been a reliable name in the industry, offering a range of insurance products and financial resources tailored to your unique needs. At Angel Beltran - COUNTRY Financial Agent, we understand that life is full of milestones and challenges. Whether you're planning for your child's education, aiming for early retirement, or securing your forever home, we provide the tools and guidance to help you reach your financial goals with confidence. Our commitment to you extends beyond just offering insurance options; we aim to provide peace of mind knowing that you and your assets are protected.

Welcome to David Wiese - State Farm Insurance Agent, your trusted partner in safeguarding what matters most to you. Conveniently located at 104 East Jackson Street, Attica, Indiana, David Wiese is your dedicated State Farm agent, committed to providing exceptional service and comprehensive insurance solutions. David brings a unique blend of discipline and dedication to his practice, honed from his time serving as a U.S. Navy Veteran. As an agent, he is not only a protector of your financial well-being but also a passionate advocate for his clients, ensuring you have the coverage you need for auto, life, and homeowners insurance.

Welcome to John Yelkich - State Farm Insurance Agent, your trusted partner in securing your future and protecting what matters most to you. Conveniently located at 409 Main Street, Hobart, Indiana, just north of Centier Bank on the east side of Main Street, we proudly serve the vibrant Northwest Indiana community, affectionately known as "da Region." As a dedicated insurance professional with over a decade of experience, John Yelkich brings a wealth of knowledge and a deep connection to the local area. A proud graduate of Valparaiso University with a bachelor's degree in Sociology, John has been passionately meeting the insurance needs of Northwest Indiana residents. Born and raised in Hobart Township, John understands the unique needs and challenges of the community and is committed to providing personalized service with integrity and care.

Welcome to Brian Rice - State Farm Insurance Agent, your trusted partner for comprehensive insurance solutions in Crown Point, Indiana. Conveniently located at 7570 East 109th Avenue, our agency is dedicated to providing personalized service and expert guidance to meet all your insurance needs. With over 20 years of experience with State Farm and a passion for educating our clients, Brian Rice and his team are committed to helping you understand your coverage options. We specialize in Auto, Renters, Condo, Homeowners, Life, Health, and Small Business Insurance, ensuring that you and your loved ones are well-protected.

Welcome to Mark Hammelman - COUNTRY Financial Agent, your trusted partner in Evansville, Indiana, for comprehensive insurance and financial planning solutions. Conveniently located at 4816 A West Lloyd Expressway, we specialize in providing personalized insurance services to protect what matters most to you—whether it's your car, home, business, or your family's future. Since 1925, COUNTRY Financial has been a reliable name in the insurance industry, offering a wide range of coverage options tailored to meet your specific needs. As your local insurance agent, Mark Hammelman is committed to guiding you through life's uncertainties with expert advice and support. Whether you’re preparing for retirement, securing your child’s education, or finding your forever home, we have the tools and resources to help you achieve your financial goals.