CONNECT

Address:


430 N. Main Street

East Peoria
, IL 61611

Phone:

Toll Free: (800) 665-7920

Fax/Other:

(309) 699-8889

Bill Bloom

PARTNER

 
 

http://legacyinvestmentsonline.com/new/legacyinvestmentsonline/Albert-Wynn%5b06-14-11%5d.jpgBACKGROUND & FOCUS

Bill Bloom is the founding advisor for the Bloom Financial*, which is a part of the Legacy group.  Bill spends his time working with individuals,families and business owners helping them plan for a better retirement.  By being an independent financial advisor, Bill is able to create customized portfolios and strategies to fit his client's needs.  Bill loves to help his clients with their retirement income strategies.  His practice consists of Asset and Risk Strategy, Qualified Retirement Plan Design, Retirement Income Strategies, and Estate and Succession Strategies.

 

EDUCATION & ACCOMPLISHMENTS

Bill has been a Million Dollar Round Table Qualifying Member** for many years. Bill graduated with honors from Ohio Valley University with a Bachelor’s degree in Marketing and Management. He was a four year starter for the Men's Soccer Team at his university. Bill is working on completing his Retirement Income Certified Professional designation through the American College.

PERSONAL

Bill is a member of various professional and civic organizations, including the Chicago Yacht Club. Bill spends time out on Lake Michigan sailing and doing the Race to Mackinac.

 

*Bloom Financial is a marketing name for securities and investment advisory services offered through Woodbury Financial Services, member FINRA/SIPC.

**Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year, and is not based upon performance or returns experienced by any client, or opinions of the advisor’s clients or former clients. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.

Phone (815) 600-1758
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck