Aubrey Williams, Financial Advisor located in Bloomington, IN

Financial Advisor
Aubrey Williams

CFP®
5933 W State Rd 46, Bloomington, IN 47404opens in a new window
Client by Referral
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Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • College Savings
  • Portfolio Reviews
  • Military Professionals & Veterans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Spending Time with Family
  • Traveling
  • Volunteering
  • History and Museums
  • Genealogy

Team Members

  • Holly Bennett
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(812) 876-3132

Fax

(888) 276-8097

Office Address

5933 W State Rd 46
Bloomington, IN 47404opens in a new window

Mailing address

P O Box 177
Ellettsville, IN 47429

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