Theresa  Claire,  CFP<sup>&reg;</sup> - Financial Advisor

Theresa Claire, CFP®

Financial Advisor

3925 Hagan Street, Suite 300
Bloomington, IN 47401
FINANCIAL ADVISOR'S WEBSITE
(866) 333-4726 CONNECT WITH Theresa
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General

Theresa Claire is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Bloomington, IN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Men's Finances, Women's Finances

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