TOP 30 Financial advisor recommendations in Bloomington, Indiana

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Todd Richardson is a Financial Advisor located at 965 South College Mall Road in Bloomington, Indiana. As a part of Regions Investment Solutions, Todd Richardson is dedicated to helping clients not only with their immediate financial needs but also in developing a comprehensive strategy to achieve their long-term financial goals. With a focus on personalized solutions and a commitment to making the journey towards financial success as easy as possible, Todd Richardson is a trusted partner for individuals looking to secure their financial future. Regions Wealth Management, a business unit of Regions Bank, offers trust and investment management services, with investment advisory services provided by Regions Investment Management, Inc. (RIM). RIM is a Registered Investment Adviser and a wholly owned subsidiary of Regions Bank, which is in turn a wholly owned subsidiary of Regions Financial Corporation.

Sharon Chambers - State Farm Insurance Agent is an insurance agency located at 5275 Broadway, Merrillville, Indiana, United States. Sharon Chambers, originally from Birmingham, Alabama, is a long-time resident of Gary, Indiana. She holds a bachelor's degree in business from Indiana University Bloomington. Sharon has a passion for serving the communities in Gary and has achieved great success in her career, including setting a companywide record for writing the most life applications in one month. At Sharon Chambers State Farm, the mission is to help people manage everyday challenges, recover from the unexpected, and achieve their dreams. The agency provides exceptional customer service and offers comprehensive insurance products tailored to individual needs. Sharon is also actively involved in the Gary Chamber of Commerce and YWCA Executive Board.

Teders & Quackenbush Wealth Management Group is a finance institution located at 101 West Kirkwood Avenue in Bloomington, Indiana, United States. Our mission is to serve our clients' best interests through listening, careful planning, collaboration, and integrity. We prioritize earning our clients' trust as the foundation of every relationship. Our team helps clients navigate the emotional side of money through life's transitions, planned and unplanned. We manage financial capital to give our clients time back, allowing them to be more creative, enjoy life, and build for the future. Our services include Employee Benefit Plans, Executive Compensation, and Business Succession planning. We guide clients through the accumulation, protection, and distribution stages of wealth by addressing the four cornerstones of wealth. Our goal is to help clients stay optimistic about the future by maintaining long-term plans and making necessary tactical adjustments. We begin our process with humble inquiry to learn about our clients and their goals. Clients can expect timely attention and personalized service, whether in person, by phone, or digitally. Please note that our services are intended for residents of specific states listed on our website. Securities-related services may not be provided to individuals residing in states not listed. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company. Please be aware that opinions, comments, and actions taken on social media are those of third parties and may not necessarily reflect our views. By clicking on links to third-party websites, you are leaving our website and entering a privately owned website not affiliated with Wells Fargo Advisors. We recommend reviewing third-party policies and terms and conditions before providing any information.

Jackson Hewitt Tax Service is a finance institution located at 3846 West 3rd Street in Bloomington, Indiana, United States. Although our tax advance loans have ended this year, our Tax Pros are still ready to assist you in getting your biggest refund! Our services are perfect for those with busy lives - simply drop off your tax documents and a Tax Pro will take care of the rest, including a quick call to review your final return and convenient e-signing. A Refund Advance loan is a loan that is repaid with your tax refund, providing you with the opportunity to access money before your refund arrives. While Refund Advance is no longer available this year, Early Refund Advance was available at select locations from December 11, 2023, until January 14, 2023, and No Fee Refund Advance was available at most locations from January 2, 2024, until February 11, 2024.

Jackson Hewitt Tax Service located at 4009 South Old State Road 37 in Bloomington, Indiana, United States is a finance institution that specializes in helping individuals with their taxes. Although their tax advance loans have ended for the year, their team of Tax Pros are ready to assist you in getting your biggest refund possible. Whether you prefer dropping off your tax documents for a Tax Pro to handle, or scheduling an in-person appointment for tax preparation, Jackson Hewitt offers convenient options to suit your busy schedule. Refund Advance loans, which are repaid with your tax refund, were available at select locations during specific dates. Additionally, they offer assistance with IRS letters and recommend booking an appointment online or by phone. Walk-ins are also welcome at their Bloomington office. Trust the Tax Pros at Jackson Hewitt to ensure every dollar counts when it comes to your taxes.