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Financial Consultants
- Julie Higgins, CFP
Waddell & Reed
4325 East 3rd St.
Suite 101
Bloomington, IN 47401
Phone: (812) 337-1764
Fax: (317) 887-1724
Email: jhiggins@wradvisors.com
On the Web: www.waddell.com
Services Offered: comprehensive financial plans, IRA and 401k rollovers, investment and retirement planning, TSA (403b) plans, mutual funds, and annuities.
Insurance: life, disability, and long term care
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Lori L. Matthews
Edward Jones, "Making Sense of Investing"
Bloomington, IN 47402
Phone: (812) 320-1829
Email: Lori Matthews
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Malcolm Webb
Taylor & Webb
205 N. College Ave
Suite 311
Bloomington, IN 47404
Phone: (812) 323-0427
Fax: (812) 323-1453
Email: mwebb@americanportfolio.net
Services Offered: Financial planning, investment adcisory
services, life insurance, college savings plans, retairement accounts (including Roth IRAs),
and retirement planning.
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