Investment account management in Bloomington, Indiana

Wellington Investment Advisors is a finance institution located at 121 East 6th Street, Bloomington, Indiana, United States. Our team of independent financial advisors provides thoughtful, personalized investment advice and guidance to help you work towards your financial goals. Whether you are planning for retirement, education expenses, or any other life event, we are here to help you build a foundation that protects and preserves your financial future. As fiduciary advisors, we have a legal and ethical obligation to manage your assets in your best interest. Contact us today to start your financial planning journey and create the financial future you desire.

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.

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 Todd Avery - State Farm Insurance Agent, your trusted provider of insurance and financial services in Highland, Indiana. Conveniently located at 8124 Kennedy Avenue, we are dedicated to serving the entire State of Indiana, with extended services to households in Illinois and Michigan. With over 20 years of experience, Todd Avery and his team are committed to helping you navigate the complexities of insurance, ensuring that you and your loved ones are protected against life's unexpected events. At Todd Avery State Farm, we offer a comprehensive range of insurance products tailored to meet your individual needs. Our offerings include Auto Insurance, Home Insurance, Condo Insurance, Renters Insurance, Life Insurance, Boat Insurance, ATV Insurance, Motorcycle Insurance, and Business Insurance. We also specialize in assisting individuals and families relocating to Lake County from surrounding states, making the transition smooth and hassle-free.

Welcome to Bob Burkett - State Farm Insurance Agent, your trusted local insurance agency located at 312 South Main Street, Clinton, Indiana. We understand that everyone loves saving money and ensuring peace of mind for what matters most – your family, possessions, and financial well-being. That's why we offer customized coverage plans designed to protect your interests. With a variety of insurance options, Bob Burkett is here to help you create the perfect solution tailored to your needs. Whether it's auto insurance with options ranging from collision and comprehensive to rental and rideshare, or motorcycle insurance that has been reliably offered since 1962, we have you covered. Plus, you can save even more by bundling auto and home policies.

H&R Block is a trusted accounting and finance institution located at 1831 North Kinser Pike in Bloomington, Indiana, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and consulting. Whether you are an individual looking to file your taxes or a business in need of financial advice, H&R Block is here to help. Their commitment to accuracy, integrity, and customer satisfaction sets them apart as a leader in the industry. Visit H&R Block today to see how they can assist you with all of your accounting and finance needs.

Welcome to Edwin De Jesus - State Farm Insurance Agent, your trusted partner for comprehensive insurance solutions in Hammond, Indiana. Located at 4515 Hohman Avenue, our agency is dedicated to serving the diverse insurance needs of individuals, families, and businesses throughout Lake County—including Hammond, East Chicago, Whiting, Highland, and Griffith—as well as the greater Chicagoland area. September is Life Insurance Awareness Month, making it an ideal time to evaluate your life insurance needs to ensure your loved ones are well-protected. Our knowledgeable team is here to help you navigate your options and tailor a plan that suits your unique requirements. Whether you're starting fresh or adjusting an existing policy, we will guide you every step of the way.

H&R Block is a leading accounting and finance institution located at 3257 West 3rd Street in Bloomington, Indiana, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual or a business owner, H&R Block is committed to providing personalized solutions to help you achieve your financial goals. Visit us today to learn more about how we can assist you with your accounting and finance needs.

Welcome to Scott Angel - State Farm Insurance Agent, your trusted partner for all insurance needs in Hammond, Indiana. Located at 6935 Calumet Avenue, we proudly serve the communities of Lake and Porter County, as well as parts of the Chicagoland area. Since opening our doors in 2014, we have committed ourselves to providing exceptional service and comprehensive insurance solutions. Our team is dedicated to ensuring you have the right coverage to protect against life's uncertainties. Whether you need auto, home, business, or life insurance, we are here to guide you through every step. With over 15 years of experience in the insurance industry, Scott Angel holds a CHFC designation and is licensed in both Illinois and Indiana, offering expertise in property, casualty, life, and health insurance.

H&R Block is a well-known accounting and finance institution located at 2440 South Walnut Street in Bloomington, Indiana, United States. With a focus on tax preparation and financial services, H&R Block offers expert advice and assistance to individuals and businesses looking to navigate the complexities of tax laws and financial planning. Their team of experienced professionals is dedicated to helping clients maximize their returns and achieve their financial goals. Whether you need help with tax filing, bookkeeping, or investment planning, H&R Block is a trusted partner in managing your finances effectively.

IU Credit Union is a trusted financial institution located at 105 East Winslow Road in Bloomington, Indiana, United States. As a full-service credit union, IU offers a wide range of financial products and services, including ATM access for convenient cash withdrawals. Whether you're looking to open a savings account, apply for a loan, or simply manage your finances, IU Credit Union is committed to providing exceptional service and personalized solutions to meet your needs. Visit us today to experience the difference of banking with a local, member-owned institution.

First Financial Bank & ATM is a trusted financial institution located at 536 North College Avenue in Bloomington, Indiana, United States. As a full-service bank, we offer a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our convenient on-site ATM provides easy access to cash withdrawals and account information. With a commitment to excellent customer service and financial expertise, First Financial Bank & ATM is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to experience the difference of banking with us.

Union Savings Bank is a trusted financial institution located at 2237 South Curry Pike in Bloomington, Indiana. As a full-service bank, we offer a wide range of financial products and services to help our customers achieve their goals. Whether you're looking to open a checking or savings account, apply for a loan, or invest in your future, our team of experienced professionals is here to assist you every step of the way. With a commitment to excellent customer service and a focus on building strong relationships with our clients, Union Savings Bank is dedicated to helping you secure your financial future. Visit us today to learn more about how we can help you reach your financial goals.

Edward Jones - Financial Advisor: Jason Lanham, AAMS™ is a reputable finance institution located at 1913 Liberty Drive in Bloomington, Indiana, United States. With a focus on providing personalized financial advice and solutions, Jason Lanham, an Accredited Asset Management Specialist, helps clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, Edward Jones and Jason Lanham are dedicated to providing expert guidance and support every step of the way.

Welcome to Dan DiTola - State Farm Insurance Agent, your trusted partner for comprehensive insurance solutions in Highland, Indiana. Conveniently located at 2449 45th Street, we are committed to helping you protect what matters most—your family, valuable possessions, and financial well-being. At Dan DiTola's office, we understand the importance of saving money while ensuring you have the right coverage. Customize a plan that fits your lifestyle and needs, whether it’s through safe driving rewards, bundling options, or exclusive discounts. With a variety of coverage options available, including auto, home, renters, and life insurance, we are here to help you find the best solutions tailored to your specific requirements.

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 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.

Fifth Third Bank & ATM is a reputable financial institution located at 3415 West 3rd Street in Bloomington, Indiana, United States. As a full-service bank, Fifth Third offers a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Customers can also conveniently access their accounts and perform transactions at the on-site ATM. With a strong reputation for customer service and financial expertise, Fifth Third Bank & ATM is a trusted choice for all your banking needs.

Block Advisors is a trusted institution located at 881 South College Mall Road in Bloomington, Indiana, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of taxes and financial planning. Whether you need assistance with tax preparation, retirement planning, or investment strategies, Block Advisors is here to provide personalized solutions to meet your unique needs. Trust us to provide expert guidance and support to help you achieve your financial goals.

Welcome to Al Dempsey - State Farm Insurance Agent, your trusted partner in Whiting, Indiana for comprehensive insurance solutions. Located at 1110 119th Street, we specialize in customizing coverage plans that protect what matters most to you—your family, belongings, and financial well-being. Everyone loves saving money, and with our safe driving rewards, bundling options, and exclusive discounts, we help you create a personalized insurance solution that fits your unique needs. Whether you're looking for auto insurance, homeowners insurance, renters insurance, or coverage for your recreational vehicles, Al Dempsey is here to guide you every step of the way. We offer a variety of coverage options, from collision and comprehensive auto insurance to specialized motorcycle and recreational vehicle policies. Our homeowners insurance ensures your property is protected against unexpected events, while our renters insurance safeguards your personal belongings wherever life takes you.

IU Credit Union is a trusted financial institution located at 410 South Woodscrest Drive in Bloomington, Indiana. As a member-owned cooperative, IU Credit Union offers a wide range of financial services including savings accounts, loans, credit cards, and more. Whether you're looking to manage your money or access convenient ATM services, IU Credit Union is here to help you achieve your financial goals. Join us today and experience the benefits of belonging to a community-focused credit union.

Charles Schwab is a leading finance institution located at 1155 South College Mall Road in Bloomington, Indiana, United States. Known for its innovative investment solutions and personalized financial planning services, Charles Schwab caters to a diverse range of clients seeking to grow and manage their wealth effectively. With a strong reputation for transparency and client-centered approach, Charles Schwab is committed to helping individuals achieve their financial goals and secure their financial future.

First Financial Bank & ATM is a reliable financial institution located at 3205 East 3rd Street in Bloomington, Indiana, United States. As a full-service bank, it offers a wide range of banking and financial services to meet the needs of individuals and businesses alike. Whether you need to deposit checks, withdraw cash, or apply for a loan, First Financial Bank & ATM has you covered. With convenient ATM services available 24/7, you can easily access your funds whenever you need them. Visit us today to experience top-notch customer service and expert financial advice.

German American Bank is a full-service financial institution located at 3930 South Walnut Street in Bloomington, Indiana. As a trusted bank and insurance agency, we offer a range of services including checking and savings accounts, loans, mortgages, and investment solutions. Our convenient ATM services are available 24/7 for your banking needs. Visit us today to experience personalized financial assistance and expert advice from our dedicated team.

German American Bank is a trusted financial institution located at 504 North College Avenue in Bloomington, Indiana. As a full-service bank, we offer a wide range of services including ATM access, banking, finance, and insurance. Our dedicated team is committed to providing personalized service and helping our customers achieve their financial goals. Visit us today to experience the convenience and expertise of German American Bank.

The Peoples State Bank is a trusted financial institution located at 3400 West 3rd Street in Bloomington, Indiana, United States. With a range of banking services including ATM access, this institution is committed to serving the financial needs of the community. Whether you're looking to open a savings account, apply for a loan, or simply withdraw cash, The Peoples State Bank is here to provide convenient and reliable financial solutions. Visit us today to experience exceptional customer service and personalized banking options.

Root Advisors is a financial institution located at 1516 South Walnut Street in Bloomington, Indiana, United States. Specializing in accounting and finance, we offer a range of services to help individuals and businesses achieve a healthy financial future. Our team is dedicated to understanding your needs and taking the stress out of managing your finances. We offer bookkeeping services to free up your time and make running your business easier. Our payroll services are designed to be effortless, so you can focus on the work you love. We build authentic relationships with our clients to provide personalized financial solutions beyond just transactions.

Old National Bank, located at 2490 South Walnut Street in Bloomington, Indiana, is a full-service financial institution offering ATM services, banking solutions, and various finance options. We believe that every journey towards financial stability starts with a single step, and we are here to provide you with the savings tools to put you on the right path. Whether you need a personal loan, debt consolidation, or an auto refinance, our experienced team is ready to assist you. Please note that by visiting our website, you may be redirected to a third-party site. Your privacy is important to us, and you can opt-out of the sale of your personal information at any time. For more information on how we handle your privacy, please review our California Consumer Privacy Disclosures on our Privacy information page. Let Old National Bank help you navigate your financial journey and secure a brighter future.

German American Bank is a reputable financial institution located at 2614 East 3rd Street in Bloomington, Indiana, United States. We offer a wide range of banking services including ATM access, personal and business accounts, loans, and insurance options. Our experienced staff is dedicated to providing exceptional customer service and helping our clients achieve their financial goals. Visit us today to experience the convenience and reliability of German American Bank.

Woodforest National Bank is a trusted financial institution located at 3313 Indiana 45 in Bloomington, Indiana, United States. As a full-service bank, Woodforest National Bank offers a range of financial services, including personal and business banking, loans, mortgages, and investment options. With convenient ATM locations, customers can easily access their accounts and manage their finances. With a commitment to providing exceptional customer service and innovative banking solutions, Woodforest National Bank is dedicated to helping individuals and businesses achieve their financial goals.