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State DirectoryFinancial Planners in Spencer, IN
1. Owen County State Bank
201 W Morgan St, Spencer, IN 47460
From Business: Owen County State Bank has four full-service locations and six automated teller machines in Spencer, Gosport and Bloomington Indiana. The bank offers a variety of personal and…
2. Edward Jones - Financial Advisor: Marcus D Robinson, CFP®|CEPA®|AAMS™
304 W Morgan St, Spencer, IN 47460
From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…
3. Ideal Credit Corp
129 S Main St, Spencer, IN 47460
4. Annuity General
Serving the Spencer Area
From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…
5. Wells Fargo Advisors
Bloomington, IN 47401
From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…
6. The Burton Group
5015 W State Road 46 Ste J, Bloomington, IN 47404
From Business: The Burton Group is an independent Insurance agency in the Bloomington, IN area. At The Burton Group, the ultimate goal is to create lasting relationships with each and every…
7. Old National Bank
4616 W Richland Plaza, Bloomington, IN 47404
From Business: Old National Bank is your bank for Bloomington. Our focus is on helping you achieve your financial goals and working to strengthen the communities we serve in Illinois,…
8. Hoosier Financial Inc
5015 W State Road 46 Ste C, Bloomington, IN 47404
9. Randy Shewmaker - Financial Advisor, Ameriprise Financial Services
702 N Rogers St, Bloomington, IN 47404
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
10. First Financial Bank & ATM
536 N College Ave, Bloomington, IN 47404
From Business: Many banks claim they offer clients more, but at First Financial Bank, we really deliver on that promise. Because to us, “more” means something more. We offer all the tools,…
11. Merrill Lynch Wealth Management
320 W 8th St Ste 103, Bloomington, IN 47404
From Business: Welcome to Merrill Lynch in Bloomington, IN. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
12. Hilliard Lyons
202 S College Ave, Bloomington, IN 47404
From Business: Hilliard Lyons focuses on the creation, preservation and distribution of its clients' wealth. The firm specializes on planning issues that include retirement, business…
Wheelchair accessible13. Fifth Third Securities - Joel Niese
200 S Washington St, Bloomington, IN 47408
From Business: Fifth Third Securities brings you personalized service combined with comprehensive financial services to help preserve and grow your assets, protect your family, and help you…
14. Fifth Third Securities - Matthew Russell
200 S Washington St, Bloomington, IN 47408
From Business: Fifth Third Securities brings you personalized service combined with comprehensive financial services to help preserve and grow your assets, protect your family, and help you…
15. Greg Kuzmits Tax Service
115 E 2nd St, Bloomington, IN 47401
From Business: Free E-file with paid Tax Return Preparation fee
16. First Financial Bank
9 N Commercial St, Worthington, IN 47471
From Business: First Financial Bank is the fifth oldest national bank in U.S., and has provided personalized financial products and services to families and businesses for over 185 years. We…
18. German American
504 N College Ave, Bloomington, IN 47404
From Business: Free Online Banking, Online Bill Pay & Checking
19. Holden Wealth Management
631 N Walnut St, Bloomington, IN 47404
From Business: At Holden Wealth Management we work on behalf of businesses and families to help them meet their financial goals and objectives. Our goal is to help you to maximize the value…
20. Edward Jones - Financial Advisor: Michael D Bubalo
509 W Gourley Pike, Bloomington, IN 47404
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
21. Old National Bank
300 E Kirkwood Ave, Bloomington, IN 47408
From Business: Old National Bank is your bank for Bloomington. Our focus is on helping you achieve your financial goals and working to strengthen the communities we serve in Illinois,…
26. First Financial Bank & ATM
3205 E 3rd St, Bloomington, IN 47401
From Business: Many banks claim they offer clients more, but at First Financial Bank, we really deliver on that promise. Because to us, “more” means something more. We offer all the tools,…
28. Edward Jones - Financial Advisor: Paul Muterspaugh
3939 S Walnut St, Bloomington, IN 47401
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
29. Old National Wealth Management
2801 E Buick Cadillac Blvd, Bloomington, IN 47401
From Business: Old National Bank is your bank for Bloomington. Our focus is on helping you achieve your financial goals and working to strengthen the communities we serve in Illinois,…
30. Marc Fishman - Old National Investments
2801 E Buick Cadillac Blvd, Bloomington, IN 47401
From Business: Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer Member FINRA/ SIPC (finra.org/sipc.org). Insurance…
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