Wellington Investment Advisors - Bloomington, Indiana

Wellington Investment Advisors: Una Compañía de Asesoramiento Financiero de Confianza

Ubicada en Bloomington, IN 47408, Estados Unidos, Wellington Investment Advisors es una empresa de asesoramiento financiero que ofrece servicios de planificación financiera, asesoramiento de inversión y servicios de inversión. La empresa se encuentra localizada en Address: 121 E 6th St #2, Bloomington, IN 47408, United States y puede ser contactada por teléfono en 8123330874.

La página web oficial de la empresa es wellingtoninvestmentadvisors.com, donde se pueden encontrar más información sobre sus servicios y cómo puede ayudar a las personas a alcanzar sus objetivos financieros.

Especialidades y Servicios

Wellington Investment Advisors ofrece una variedad de servicios de asesoramiento financiero, incluyendo:

• Financial planner
• Financial advisor
• Investment service

La empresa se enfoca en proporcionar asesoramiento personalizado y adaptado a las necesidades individuales de sus clientes, lo que la hace una excelente opción para aquellos que buscan una solución de asesoramiento financiero confiable y efectiva.

Otras Características y Comodidades

Wellington Investment Advisors ofrece una serie de comodidades y características que la hacen accesible y conveniente para sus clientes, incluyendo:

• Estacionamiento para vehículos con acceso ruedas traccionadas
• Entrada y baño accesibles para personas con discapacidad
• Recomendación de citas previas

La empresa también se enfoca en brindar un ambiente de trabajo acogedor y profesional, con un equipo de expertos en asesoramiento financiero que están dispuestos a ayudar a sus clientes a alcanzar sus objetivos financieros.

Opiniones y Reputación

Wellington Investment Advisors ha recibido 5 reseñas en Google My Business, lo que refleja su alta calidad y compromiso con la satisfacción de sus clientes. La media de opinión es de 4.8/5, lo que indica una gran satisfacción de los clientes con los servicios de la empresa.

Los clientes han elogiado a la empresa por su practicalidad y capacidad para explicar conceptos financieros de manera clara y sencilla, lo que les permite tomar decisiones informadas sobre sus finanzas. También han destacado la experiencia del personal y su senso del humor, lo que los hace una excelente opción para aquellos que buscan un asesoramiento financiero personalizado y amigable.

En resumen, Wellington Investment Advisors es una empresa de asesoramiento financiero confiable y efectiva que ofrece servicios personalizados y adaptados a las necesidades individuales de sus clientes. Con su ubicación en Bloomington, IN, y su enfoque en la satisfacción del cliente, es una excelente opción para aquellos que buscan un asesoramiento financiero de alta calidad.

👍 Reviews of Wellington Investment Advisors

Lou M.

4/5

Paul has been my financial consultant for a number of years. Paul is practical ... tells me enough that I understand but doesn't overwhelm me with details. I appreciate that. I feel free to ask questions if there's anything I do not understand. I also own a farm so we tailor income to meet those needs too. He's got a great staff, a good sense of humor, and is diligent.

Michael G.

5/5

Paul has been our financial advisor for several years. He helped put our investments and pension funds on a solid foundation before we retired and then skillfully guided us into retirement. At each step along that journey with him, he has always worked very hard to understand our financial goals and very creatively and knowledgeably to help us achieve them. We also appreciate his sense of humor and his extremely competent and helpful staff. Both make working with him even more of a pleasure. In these tumultuous financial times, we trust Paul to give us the information and advice we need to make the most of our resources.

andjorhanson

5/5

We have enjoyed many years of careful and detailed conversations with Wellington Advisors concerning the status of our investments, and adapting our portfolio to match our comfort zone for risk and social philosophy. The results have been spectacular, with our annuity income meeting our needs, and the entire retirement portfolio balanced between annuities and investments in such a way that the total value has basically doubled in the decade since our retirement. We had expected our RMD's to regularly decrease our portfolio, as most investment plans suggest, but despite taking out the RMD's on schedule, the successful management of our portfolio value by Wellington has basically made those reductions invisible. We are more than satisfied, actually delighted, with our ongoing experience with Wellington.

Lloyd K.

5/5

Mr. Bullock and his staff always have provided clear explanations of our financial options, suggestions based on their experience, and timely responses to our questions and needs. We trust them. Mr. Bullock helped my wife and I move our investments from a university-based retirement system to a more personalized system over which we have more personalized, independent, and precise control.

Jeffrey K.

5/5

“Paul brings many years of experience observing and administering investments through many turbulent economic cycles. All of his experience eases my anxiety about the success of my present and future investments. He knows I ask pertinent questions about current economic conditions that drive his investment suggestions, and he takes great care to explain what he's done and why. Paul's a great guy with a terrific team working with him. He's easy to talk to, and he laughs at my jokes”.