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.

Founded in

United States