Hurlow Wealth Management Group, Inc. - Bloomington, Indiana

Hurlow Wealth Management Group, Inc.

Hurlow Wealth Management Group, Inc. is a highly-regarded financial institution located at 3925 E Hagan St #300, Bloomington, IN 47401. The organization specializes in offering a wide range of financial services, including financial planning, business banking, estate planning, investment services, and tax consulting. Their team of experienced professionals works closely with clients to develop tailored solutions that meet their unique financial goals.

Specialties

• Financial planner
• Business banking service
• Estate planning attorney
• Financial consultant
• Financial institution
• Investment company
• Investment service
• Tax consultant
• Trust bank

Additional Information

• Online appointments are available
• Onsite services are provided
• The facility offers wheelchair accessible entrance, parking lot, restroom, and seating
• Gender-neutral restroom is available
• Appointments are recommended
• The location provides free parking lot and street parking

Opinions and Reviews

Hurlow Wealth Management Group has received an impressive 14 reviews on Google My Business, with an average rating of 5/5. Clients consistently praise the company for its exceptional service, knowledgeable advisors, and personalized approach to financial planning. One satisfied customer noted that they "finally feel like we have a clear picture of our goals and what we need to do to get there," while another expressed gratitude for the "knowledgeable, patient, and ready to help" advisors they have interacted with.

Recommendation

If you are seeking a reliable and comprehensive financial management solution, Hurlow Wealth Management Group, Inc. is a top choice. Their commitment to personalized service, expertise, and client satisfaction sets them apart in the industry. We highly recommend visiting their website at hurlowwealth.com to learn more about their services and how they can assist you in achieving your financial goals. Don't hesitate to contact them directly at 233-347-26 to schedule an appointment or discuss your unique needs.

👍 Reviews of Hurlow Wealth Management Group, Inc.

Mande M.

5/5

We have been extremely happy with the services at Hurlow Wealth Management Group. We originally switched because of a lack of clarity with our previous group and we have been blown away with the things they have done for us that the other one did not. We finally feel like we have a clear picture of our goals and what we need to do to get there. Every advisor we have interacted with has been knowledgeable, patient and ready to help. I highly recommend Hurlow Wealth Management Group.

Kathy K.

5/5

Hurlow Wealth Management is a wonderful company to help you invest your money. I have done business with them for several years and even though I know I am not one of their wealthiest clients, I have never felt that I was being treated differently than someone else. They really take the time to get to know you and your circumstances to help you make the best decisions. The entire team has always been so helpful and kind. I am confident in trusting them and can’t imagine investing my money with anyone else!

R B.

5/5

Our recent financial review with the Hurlow team reinforced our confidence in their broad wealth management and financial services. They take the time to understand our current situation, short-term plans, and long-term goals. After years working with large financial firms, our recent years with Hurlow have us feeling comfortable that our wealth is being protected during challenging times and grown during better times. Beyond wealth management, we appreciate Hurlow’s advisory services for estate planning, health insurance and long-term care. We consider our relationship to be a true partnership.

Don W.

5/5

The team at Hurlow Wealth Management is an exceptional financial partner for both our personal and business affairs. They take the time to understand our near-term needs and long-term goals, and make sure the investments under their watchful eye remain on point to acheive them. As laws evolve and new opportunities arise, they are always available to dive into the details. We appreciate their expertise and wholeheartedly endorse their services.

Jamie W.

5/5

My experience with John and his team has been amazing! Visiting the new office was a whole experience. I trust my investments and long term goals with Hurlow Wealth.

Kevin L.

5/5

Whether navigating the options for a small business retirement plan or personal family financial planning, Hurlow has been a really great group to work with over the years. Really glad to have their help.

KARL B.

5/5

I would highly recommend Hurlow Wealth Management. I feel extremely comfortable trusting their diverse and well knowledgeable staff managing my money.

Chris G.

5/5

Great firm to work with. They care more about your future financial well being than any other firm I have money invested with. John and his team treat you like family.