illinois Date: 09-25-2025

Top 15 Financial Advisors in Bloomington, IL

Financial AdvisorAddress
1Eric Lapan - COUNTRY Financial Representative402 N Hershey Rd, Bloomington, IL 61704
2Edward Jones - Financial Advisor: Garry L Winterland, CFP®2202 Eastland Dr Suite B, Bloomington, IL 61704
3Rooted Wealth Advisors2404 E Empire St Suite 105, Bloomington, IL 61704
4Edward Jones - Financial Advisor: Shawn Finlen, AAMS®1703 Clearwater Ave Ste 100, Bloomington, IL 61704
5Eric Blankenship - COUNTRY Financial Representative808 IAA Dr, Bloomington, IL 61701
6First Financial Bank1218 Towanda Ave, Bloomington, IL 61701
7Andrew Herman, CFP® - COUNTRY Financial, Financial Advisor2415 E Washington St, Bloomington, IL 61704
8Behrens & Brown Wealth Management102 S East St Suite 100, Bloomington, IL 61701
9Renaissance Wealth Management BN1 Brickyard Dr Suite 201, Bloomington, IL 61701
10KTB Financial Services, Inc1301 W Washington St, Bloomington, IL 61701
11Michael Lenahan - COUNTRY Financial Representative3008 Gill St, Bloomington, IL 61704
12Matt Potts - COUNTRY Financial Representative2407 General Electric Rd #2, Bloomington, IL 61704
13Blooming Tree Wealth Management801 N Hershey Rd, Bloomington, IL 61704
14Ark Financial Services, LLC205 N Williamsburg Dr, Bloomington, IL 61704
15First Financial Bank1 Brickyard Dr, Bloomington, IL 61701

1.Eric Lapan - COUNTRY Financial Representative

Address: 402 N Hershey Rd, Bloomington, IL 61704

(8) user ratings total:

Kim Bers Our agent has been taking care of our family for many years and will continue to do so for many more. Very professional and helpful every time I have reached out for assistance. Great company!!
5 /5

2.Edward Jones - Financial Advisor: Garry L Winterland, CFP®

Address: 2202 Eastland Dr Suite B, Bloomington, IL 61704

(6) user ratings total:

Julie Manley I have worked with Garry and Niki for many years and absolutely love them both! I trust Garry with all my finances and value his advice and guidance. He is personable and takes the time to explain things clearly and answer all my questions.
5 /5

3.Rooted Wealth Advisors

Address: 2404 E Empire St Suite 105, Bloomington, IL 61704

(4) user ratings total:

Kelsey Moehring Rooted has been a wonderful company with a family feel. They do a wonderful job checking in, and making adjustments on the fly or by request. They host client appreciation events to show they care about the person. I would recommend their services to anyone.
5 /5

4.Edward Jones - Financial Advisor: Shawn Finlen, AAMS®

Address: 1703 Clearwater Ave Ste 100, Bloomington, IL 61704

(4) user ratings total:

Steve Hanley This is the spot to go for personal and business financial advising and investment needs. Shawn takes the time to answer all the questions and educate his clients to find the optimal solution. He helped me develop the current and future plans for my small business retirement investments. I feel confident that Shawn combined with Edward jones will be able to provide all of my needs moving forward.
5 /5

5.Eric Blankenship - COUNTRY Financial Representative

Address: 808 IAA Dr, Bloomington, IL 61701

(4) user ratings total:

Tanna G So friendly, helpful and knowledgeable. Very trustworthy and feels like family.
5 /5

6.First Financial Bank

Address: 1218 Towanda Ave, Bloomington, IL 61701

(4) user ratings total:

cody mattingly Great staff
5 /5

7.Andrew Herman, CFP® - COUNTRY Financial, Financial Advisor

Address: 2415 E Washington St, Bloomington, IL 61704

(39) user ratings total:

Anna Billingsley I was on the hunt for a new auto and renters policy, but I was having trouble finding the time to reach out to places to get some quotes as my renewal time was quickly approaching. Andy is someone I trust very much, so having his assistant Cara reach out to me to get the process started was such a relief! Cara made the process so easy and simple for me, and they ended being able to even get me the same coverage I had prior with a lower deductible. I am grateful for Andy and Cara for helping me get that taken care of so easily, and I am so happy I made the switch to Country Financial!
5 /5

8.Behrens & Brown Wealth Management

Address: 102 S East St Suite 100, Bloomington, IL 61701

(3) user ratings total:

Kenny Lee Brad does an amazing job of explaining all of your options for investing for retirement and how best to prepare for it!
5 /5

9.Renaissance Wealth Management BN

Address: 1 Brickyard Dr Suite 201, Bloomington, IL 61701

(3) user ratings total:

Kaitlyn Gorman Working with Scott has been a great experience. The guidance and support we’ve received has been fantastic. Scott’s always taken the time to understand our goals, answered all of our questions, and help us through our financial journey. The personal and thoughtful approach he takes is why we’d recommend Scott and his team at RWM to anyone!
5 /5

10.KTB Financial Services, Inc

Address: 1301 W Washington St, Bloomington, IL 61701

(22) user ratings total:

Sharkie48 I became representative payee for a friend who used to have to go through KTB. Even explaining the situation to Social security, at the office, the woman stated, you have to understand all these people have mental problems and arent easy to deal with and do not know what is going on. Exactly what was said, so very sad!! I didnt even know how to respond honestly, I never expected to hear that at all!! I watched his stuff closely, there was a time he didnt make enough funds to pay the KTB fee, which it was waived. Around 8 months later he started receiving SSDI from his fathers retirement, the fees that were waived were all taken out in 1 day after they were supposedly waived. It showed clothing, shoes, etc, we could see it because of a bank error that he was able to see the payee account for a day or 2 and then it disappeared again. Why would it not say KTB fee?? And when waived, they can take it out 8 months later, 5 transactions in 1 day? Apparently this is ok to Social security because they believe no one that is a client knows what is going on! When it was first reported to Social security, he was told if he went through with a complaint that he wouldnt get paid for several months while they were investigating, just to scare him into not going through with it. Well, I became his payee awhile later and was pretty much ignored and no investigation happened. Someone needs to help these people! He has several emails asking why the fees were taken out, no response to any of them!! If he asked another question in the same email, it was addressed but the part regarding the waived fees was not addressed. I just feel really bad for all of these reviews because I saw first hand and they are correct but no one wants to help. He was even threatened to not be a client because he didnt trust and his behavior was unacceptable, I have 100% transparency with his money and have zero issues at all. People just want to be included and have transparency of THEIR money and sadly it doesnt happen. Even the rule book for being a payee states, you may not like or agree what the client wants the money for but ultimately it is their money. As long as the bills and necessities are paid, but since he can see everything and feels like hes a part of and not a child asking for allowance it has taken away any issues. Thats all people want, it doesnt matter if they have mental health issues, include them, everyone deserves that!! Kim did work with us when I took over so he didnt have to wait for what he had saved to go back to social security then to him which she said could take 6 months, she just paid it on bills and everything evened up, that was appreciated but alot of things didnt add up during his time as a client.
2 /5

11.Michael Lenahan - COUNTRY Financial Representative

Address: 3008 Gill St, Bloomington, IL 61704

(219) user ratings total:

Andi McNally Michael aided in increased communication, crushing barriers so that expedience in claim resolution was accomplished. So helpful to work with someone who will do what they can to make sure insured get what they need by connecting others so that they are able to do their jobs most effectively. Thanks Michael and team.
5 /5

12.Matt Potts - COUNTRY Financial Representative

Address: 2407 General Electric Rd #2, Bloomington, IL 61704

(2) user ratings total:

Justin Bowling Matt is very knowledgeable about the insurance products offered by Country Financial and discusses the pros and cons of each depending on the needs of the customer. He is quick to return a phone call or email when I have a question about my policy or claim. He is also willing to find the answer to those questions if he doesnt already know the answer.
5 /5

13.Blooming Tree Wealth Management

Address: 801 N Hershey Rd, Bloomington, IL 61704

(2) user ratings total:

Julie Payne Ryan 0’Connell of Blooming Tree Wealth Management has been my financial advisor for over 20 years and he has guided me very well during some of the worst and best of times in the market. I recently retired and felt well prepared financially for this next stage of life. I am living the dream and feel so grateful for Ryan’s direction. He is very insightful, knowledgeable and always accessible. If you need financial planning or advice, Blooming Tree Wealth Management is a great resource.
5 /5

14.Ark Financial Services, LLC

Address: 205 N Williamsburg Dr, Bloomington, IL 61704

(2) user ratings total:

Pamala Farnham I feel totally safe with taking Brad Metzs financial advise. He has done well with us and protected our retirement
5 /5

15.First Financial Bank

Address: 1 Brickyard Dr, Bloomington, IL 61701

images First Financial Bank

(2) user ratings total:

Neva Hudson All of the Ladies are always so nice and helpful.
5 /5