At Bloomfield Asset Management, we serve those who are serious about achieving their financial and retirement dreams. Our most successful relationships are with clients who are open-minded, receptive to advice, willing to take action and open to sharing honest feedback.
Who We Serve
- Professionals: helping hardworking professionals clarify and achieve their goals
- Small business owners: Our experts understand entrepreneurs' unique challenges and opportunities
- Retirees: We help retirees seeking tax efficient, sustainable income distribution
We also provide trusted counsel to those facing major life crossroads such as the sale of businesses, real estate or investment holdings; the death of a loved one; divorce or inheritance.
Our team recognizes that each client has unique goals. And we're proud to provide the knowledge, experience and commitment to help each achieve financial peace of mind