Top 20 Financial Services Companies in Bloomington

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Below is the list of Top 20 Financial Services Companies in Bloomington ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Bloomington

1. Indiana University Credit Union

Industry: Financial Services

Location: Bloomington, Indiana

Website: iucu.org

Company Founded: 1956

Company Size: 201-500

Company Address: P/o Box 368, Bloomington, Indiana, United States

Indiana University Credit Union Contact Details

Name Title LinkedIn Phone Email
Kim Milford Board Of Directors Member
Teddie Gambler Vice President Of Information Technology
Janet Lemen H.r Officer
Teddie Steele Vice President Of Information Technology
Paige Ferguson Marketing Specialist
Julie Ragsdale Vice President, Chief Administrative Officer At Indiana University Credit Union
James Byrd Assistant Vice President Technology Systems
Requires/Intent and 33 more Employees
Insurance & Underwriting Services
Investment Advisory
Cloud Computing Solutions
Debt Collection & Recovery
Customer Relationship Management (CRM)
and more

2. Innovative Financial Solutions, Inc.

Industry: Financial Services

Location: Bloomington, Indiana

Website: ioms.com

Company Size: 11-50

Company Address: 357 East Winslow Road, Bloomington, Indiana, United States

Innovative Financial Solutions, Inc. Contact Details

Name Title LinkedIn Phone Email
Edward Wildermuth Financial Advisor
Ian Essling Senior Advisor
Chris Harmon Senior Partner
Christopher Harmon Financial Advisor
Requires/Intent
Loan Origination & Servicing Platforms
Mergers & Acquisitions Advisory
Accounting Services
Sales & Lead Generation Strategy
Risk Management & Compliance
and more

3. Endowment Consulting & Management Group

Industry: Financial Services

Location: Bloomington, Indiana

Website: ecmg.us

Company Founded: 2018

Company Size: 51-200

Company Address: 1700 East 10th Street, Bloomington, Indiana, United States

Endowment Consulting & Management Group Contact Details

Name Title LinkedIn Phone Email
Aditya Madan Derivatives Trader
Bharat Nagalamadaka Chief Investment Officer And Co-founder
Michael Zucker Founding Member
Requires/Intent
Business Strategy & Growth Consulting
Omnichannel Customer Support
and more

4. Gallery Mortgage Group

Industry: Financial Services

Location: Bloomington, Indiana

Website: gallerymortgage.com

Company Founded: 2010

Company Size: 1-10

Company Address: 121 East 6th Street, Bloomington, Indiana, United States

Gallery Mortgage Group Contact Details

Name Title LinkedIn Phone Email
Rich Vanlue Mortgage Loan Originator, Nmls# 1716038
John La Bella Division Manager
Jennifer Sons Senior Loan Originator
Requires/Intent
Asset Management
Hedge Fund & Private Equity Consulting
and more

5. Comprehensive Financial Consultants

Industry: Financial Services

Location: Bloomington, Indiana

Website: cfci.us

Company Founded: 1994

Company Size: 11-50

Company Address: 674 South College Avenue, Bloomington, Indiana, United States

Comprehensive Financial Consultants Contact Details

Name Title LinkedIn Phone Email
Angela Chambers Client Services Manager
Josh Norris Investment Advisor
Mallory Evans Marketing Assistant
Ryan Belcher Financial Consultant
Rita Manues Financial Advisor Assistant
Alycia Roof Assistant
David Hays President
Requires/Intent and 1 more Employees
Cybersecurity & Data Protection
Data Analytics & Business Intelligence
Technology Consulting
and more

6. Hurlow Wealth Management Group, Inc.

Industry: Financial Services

Location: Bloomington, Indiana

Website: hurlowwealth.com

Company Founded: 2002

Company Size: 1-10

Company Address: 3925 Hagan Street, Bloomington, Indiana, United States

Hurlow Wealth Management Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Michael Carson Partner, Financial Advisor
Joseph Manley Financial Advisor
Requires/Intent
Financial Planning & Retirement Solutions
Risk Assessment & Mitigation
and more

7. Cdfi Friendly Bloomington

Industry: Financial Services

Location: Bloomington, Indiana

Website: cdfifriendlybtown.org

Company Founded: 2019

Company Size: 1-10

Cdfi Friendly Bloomington Contact Details

Name Title LinkedIn Phone Email
Riley Melton Community Development Finance Intern
Requires/Intent
Marketing Services
Hedge Fund & Private Equity Consulting
and more

8. Ryan Poage & Co.

Industry: Financial Services

Location: Bloomington, Indiana

Company Size: 1-10

Company Address: 2514 South Deep Well Court, Bloomington, Indiana, United States

Ryan Poage & Co. Contact Details

Name Title LinkedIn Phone Email
Jordan Lambert Financial Planner
Requires/Intent
HR & Talent Acquisition
Cloud Computing Solutions
and more

9. The Burton Group

Industry: Financial Services

Location: Bloomington, Indiana

Website: burtontrust.com

Company Founded: 2012

Company Size: 1-10

The Burton Group Contact Details

Name Title LinkedIn Phone Email
John Burton Principal Agent And Advisor
Susan Burton Co-owner And Marketing Director
Requires/Intent
Credit Rating & Analysis
Cloud Computing Solutions
Tax Planning & Strategy
Wealth Management
and more

10. Restaurant Tallent

Industry: Financial Services

Location: Bloomington, Indiana

Website: restauranttallent.com

Company Size: 11-50

Company Address: 620 West Kirkwood Avenue, Bloomington, Indiana, United States

Restaurant Tallent Contact Details

Name Title LinkedIn Phone Email
Alex Jerden Bartender
Requires/Intent
Mortgage & Loan Processing
Digital Payment & Subscription Solutions
Investment Advisory
Wealth Management
and more

11. Iue-cwa Pension Fund

Industry: Financial Services

Location: Bloomington, Indiana

Website: iuepension.org

Company Size: 11-50

Company Address: 2001 East Third Street, Bloomington, Indiana, United States

Iue-cwa Pension Fund Contact Details

Name Title LinkedIn Phone Email
Phyllis Conley Accounting Bookkeeper
Requires/Intent
Corporate Finance Strategy
Banking & Payment Processing
Portfolio Management
and more
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Bloomington Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Kim Milford Indiana University Credit Union Board Of Directors Member
2 Teddie Gambler Indiana University Credit Union Vice President Of Information Technology
3 Janet Lemen Indiana University Credit Union H.r Officer
4 Teddie Steele Indiana University Credit Union Vice President Of Information Technology
5 Paige Ferguson Indiana University Credit Union Marketing Specialist
6 Julie Ragsdale Indiana University Credit Union Vice President, Chief Administrative Officer At Indiana University Credit Union
7 James Byrd Indiana University Credit Union Assistant Vice President Technology Systems
8 Edward Wildermuth Innovative Financial Solutions, Inc. Financial Advisor
9 Ian Essling Innovative Financial Solutions, Inc. Senior Advisor
10 Chris Harmon Innovative Financial Solutions, Inc. Senior Partner
11 Christopher Harmon Innovative Financial Solutions, Inc. Financial Advisor
12 Aditya Madan Endowment Consulting & Management Group Derivatives Trader
13 Bharat Nagalamadaka Endowment Consulting & Management Group Chief Investment Officer And Co-founder
14 Michael Zucker Endowment Consulting & Management Group Founding Member
15 Rich Vanlue Gallery Mortgage Group Mortgage Loan Originator, Nmls# 1716038
16 John La Bella Gallery Mortgage Group Division Manager
17 Jennifer Sons Gallery Mortgage Group Senior Loan Originator
18 Angela Chambers Comprehensive Financial Consultants Client Services Manager
19 Josh Norris Comprehensive Financial Consultants Investment Advisor
20 Mallory Evans Comprehensive Financial Consultants Marketing Assistant
21 Ryan Belcher Comprehensive Financial Consultants Financial Consultant
22 Rita Manues Comprehensive Financial Consultants Financial Advisor Assistant
23 Alycia Roof Comprehensive Financial Consultants Assistant
24 David Hays Comprehensive Financial Consultants President
25 Michael Carson Hurlow Wealth Management Group, Inc. Partner, Financial Advisor
26 Joseph Manley Hurlow Wealth Management Group, Inc. Financial Advisor
27 Riley Melton Cdfi Friendly Bloomington Community Development Finance Intern
28 Jordan Lambert Ryan Poage & Co. Financial Planner
29 John Burton The Burton Group Principal Agent And Advisor
30 Susan Burton The Burton Group Co-owner And Marketing Director
31 Alex Jerden Restaurant Tallent Bartender
32 Phyllis Conley Iue-cwa Pension Fund Accounting Bookkeeper

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