Financial Planners near Bloomington

“Before working with the team at Boulevard, we had worked a little with a traditional financial company, and it felt like every meeting was a sales pitch. Every conversation with the team at Boulevard by contrast has been a strategic discussion about our goals, which goes well beyond discussions about money or specific investments. At every step of the way, from organizing our financial picture to helping us with estate planning, their focus has been on educating us and offering deeply informed guidance on how we could best meet our goals. We quickly developed a trusting relationship because of their professionalism and team-based approach, and it has evolved into an essential partnership that has enabled us to meet and exceed the goals we started with and focus on multi-generational financial security. We would recommend them to anyone looking for a long-term partner who is always focused on serving your best interests.“

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“TWN has been my primary investment broker for at least 20 years. Brad Johnson has provided top rate professional advice dring this entire period.“

“We would highly recommend! Laura is trustworthy and gives great financial guidance. She cares about her clients and is a very knowledgeable advisor.“

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“I have been a highly satisfied customer of Kusske Financial for more than five years. After a decade of working in corporate America I ventured into small business ownership and needed a financial advisor who I could trust to consolidate, manage and grow my portfolio while I focused on building my business. I wanted a professional who would cater to my personal goals and objectives and proactively bring forward opportunities to support that plan. Brett and his team are not only experts in the field but extremely passionate about the work they do and go above and beyond to make sure each client's needs are met and exceeded. I have full confidence in the staff and the services they provide. I highly recommend Kusske Financial for all of your financial, investment and tax planning needs.“

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“Larry is an outstanding financial advisor. He has helped me with simple and complex financial investments after the death of a family member. He is kind, knowledgeable, has good communication, explains everything on my level and honestly helped me more than anyone else in other organizations when I ran into issues. I trust him to help me make good financial decisions. I highly recommend Larry Calhoun.“

“Great person. He and the group go out of their way. Always there if needed and helps you with your finances. Very helpful!“

“Tim Brown and his team are so knowledgeable and professional. He provides more than just investing services. He also helps you keep your personal and financial information safe. If you are looking for a new advisor, check them out. We went through 5 different financial services companies. Once we found Tim and his staff we would never think of changing companies.“

“I have been with Dan Brooks and Bill Kohn for many years. They have guided me through pre and post retirement. They are professional and I am happy with their handling my portfolio.“

“My husband and I have been working with Laura Kuntz, owner of this business, for something like twenty years, and we are grateful for her and her associates' help with our finances all this time. She listens to our goals and values and recommends financial solutions to fit with them, such as moving most of our assets into socially responsible investments. She mentors newer people in her field, and we've seen them mature into advisors who are trustworthy, responsible, and helpful like she is. We get answers and explanations for things we don't understand; help with transitions like retiring, downsizing, and future planning; excellent, growthful monitoring of our investments;
advice about taxes and insurance; and contact when we need it, all at reasonable fees. Having Laurel Wealth Planning handle our finances has given us huge support for our busy lives, doing things we know more about than finances.“

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“Really intelligent and classy group. I highly recommend James Paulson's research and and any of Steve's old books and interviews you can find. Also very successfulfor clients.“