Mar 2026
I spoke with Justin on the phone to schedule a business consultation with Elizabeth, he was incredibly helpful! Very excited to dive a bit deeper into my self-employment tax situation and get some much needed advice and guidance. Thank you!
About Personal Financial Services
Personal Financial Services (PFS) is a trusted financial management firm that assists individuals and families with various financial needs. The company works closely with clients, demonstrating a helpful and professional approach, even in challenging situations. PFS consistently ensures that clients' taxes are thoroughly reviewed and that they receive guidance for their financial future.
The business is recognized for its exceptional service, with clients praising the team's expertise, compassion, and ability to clearly communicate complex financial matters. PFS is particularly commended for its work in helping those who may not have the capacity to manage their own finances, ensuring they receive the support they need.
Overall, Personal Financial Services is described as a professional and straightforward financial services provider, offering an excellent service to its clients.
Reviews
Dec 2023
PFS works with our family to manage billing and expenses for an adult daughter as part of a trust. They have consistently acted helpfully and professionally even when faced with challenging personal interactions. We appreciate their work.
Nov 2023
Personal Financial Services always makes sure to go over my taxes with me and help me plan for my future. I appreciate all that they do. I also appreciate that this business assists others who need help managing their finances and life that may not have capacity to do so on their own. Thank you for stepping up to help others when not many people are able to do that today. - A
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Hours
Monday 9AM - 5PM
Tuesday 9AM - 5PM
Wednesday 9AM - 5PM
Thursday 9AM - 5PM
Friday 9AM - 5PM
Saturday Closed
Sunday Closed
Location
1612 Liberty Drive Ste B, Bloomington, IN 47403
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