Bloomfield Financial Services

Bloomfield Financial Services is an independent wealth management firm that acts as a fiduciary for its clients, which include families, foundations, and businesses. Founded on the principle of providing objective and transparent financial advice, the company offers a range of integrated services such as financial planning, investment management, retirement planning, estate planning, insurance planning, and tax planning. Being a fee-only advisor means their revenue comes directly from clients, not from commissions on selling financial products, which is intended to align their interests with those of their clients.