About Bloom Wealth Advisors
Reviews for Bloom Wealth Advisors
Write a reviewHours
Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 4PM
Saturday: ClosedSunday: Closed
Bloom Wealth Advisors is a trusted and knowledgeable financial planning firm that provides personalized guidance and support to its clients. The team, led by Alana Macy and Katie Hafner, takes the time to understand each client's unique goals and priorities, offering tailored advice that is easy to understand and implement. They are responsive, compassionate, and genuinely care about their clients' financial well-being. With their expertise, clients can feel confident in their financial planning, even in uncertain times.
I've been a client for three decades plus and have benefited greatly from the expertise of this firm. My advisor works with me to keep my portfolio balanced to deal with the economic environment, and occasionally talks me down when something in the news has alarmed me. I appreciate the clear language, patience and kindness of the team.
I’ve been working with Amy and her team at Bloom Wealth Advisors for decades and I have only good things to say about them. They’re a big reason why I was able to retire early and continue to have financial security as I age. Look at the money you spend on this essential service as an investment in YOUR future.
We were introduced to Bloom Wealth Advisors via a colleague at work. We reached out and ultimately decided to engage them as our financial advisors. They are a small family-owned business and we immediately felt welcome to the family. We love the personal treatment and the expert knowledge shared with us. Thumbs up on all accounts!