Personal Financial Services
Hours:
500 S Morton St #25, Bloomington IN 47403 Hours
About Personal Financial Services
Personal Financial Services (PFS) is a trusted financial management firm that assists individuals and families with various financial needs. The company works closely with clients, demonstrating a helpful and professional approach, even in challenging situations. PFS consistently ensures that clients' taxes are thoroughly reviewed and that they receive guidance for their financial future. The business is recognized for its exceptional service, with clients praising the team's expertise, compassion, and ability to clearly communicate complex financial matters. PFS is particularly commended for its work in helping those who may not have the capacity to manage their own finances, ensuring they receive the support they need. Overall, Personal Financial Services is described as a professional and straightforward financial services provider, offering an excellent service to its clients.
Most Recent Reviews
December 2023
PFS works with our family to manage billing and expenses for an adult daughter as part of a trust. They have consistently acted helpfully and professionally even when faced with challenging personal interactions. We appreciate their work.
February 2016
Personal Financial Services has done my taxes 3 or 4 years in a row now. They have always been helpful and answered all of my questions. I am using them again this year!
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