Schedule An Appointment
Scheduling an appointment with Bloomfield Investment Group is easy!!
Your source for consolidated account information.
An innovative and intuitive investor platform at your fingertip’s day and night, giving you instant access to account and tax statements, trade confirmations and more.
Capture your risk tolerance and in less than 5 minutes and see if your portfolio fits you.
Build Your Investment Plan
In this short exercise, answer questions about yourself and your future objectives.