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Blooom (Company)

Strongly recommended6 total votesacross 1 product
6 users recommend
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  • Blooom Investment Advisor

    Strongly recommended

    6 Reviews

    6
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Blooom Review

Blooom was founded in 2013 and is based in Leawood, KS.
Learn more about Blooom and its products by browsing the services it offers. You can also read our community reviews and hear what others have to say about their experience with Blooom.

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Message from Blooom

We’re so much more than a financial planning service. Blooom is an SEC Registered Investment Advisor dedicated to changing the way people save for retirement. We believe everyone deserves the same expert financial advice previously afforded to only the wealthy. We know saving for retirement is confusing. That’s why blooom starts simply.  Our unbiased experts help put your portfolio on the right track—and keep it that way. Blooom is a tool created by financial experts. Link your existing retirement accounts for free insights into how you could be doing better. Then, make changes on your own, or hire blooom to help! Securely connect all of your accounts to understand what your retirement could look like. See how your annual savings and retirement age could have an impact on your goals. 

Blooom’s philosophy is simple: we’re here for you — not your company, broker, or institution. We think everyone deserves access to professional independent financial advice. For those seeking professional guidance in your retirement accounts, blooom’s team of expert advisors & developers have worked hard to create the a reliable robo advisor experience not just for the biggest accounts, but for the smallest ones, too.

Contact

Headquarters

5325 W. 115th Place
Leawood, KS 66211
(888) 446-8416

SuperMoney Net Recommendation Score

SuperMoney users strongly recommend this product, giving it a user recommendation score of +100, or 5 on a 5-point rating scale.

+100

-1000+100
No one recommends
Everyone recommends
The recommendation score reflects customer satisfaction with a provider. A score of +100 means every customer recommends the provider, while -100 means none of them do. These scores are based entirely on community member votes and are not influenced by partner compensation. SuperMoney removes fake reviews when detected.

Blooom Community Reviews

Would you recommend Blooom to your friends?

CD

Cedric D.

Aug 20, 2021

May or may not recommend

Review for Blooom Investment Advisor

Great interface, minimal investment, excellent customer service, and no hidden contracts. I recommend this to anyone ready to get their feet wet in the investment business for the first time.

SA

Samuel A.

May 21, 2021

May or may not recommend

Review for Blooom Investment Advisor

I love Bloom investment. They are an exciting and forward-thinking company. They relate well with clients and provide great saving tools without having a minimum balance. It has always been in their culture to nurture every client and encourage everyone to live their best lives. Bloom does not charge hidden fees and offers free analysis. I'll recommend Bloom over and over again.

GI

Garbriele I.

Nov 25, 2020

May or may not recommend

Review for Blooom Investment Advisor

I would recommend Blooom to anyone about to retire, in a market full of investment advisors, Blooom stands out by going for a not often patronized corner of the market, 401k(s) and IRAs, having seized the market, The company exclusively manages defined-contribution plans — 401(k)s, 403(b)s, 457s, TSPs and 401(a)s — as well as traditional and Roth IRAs, though limited to Vanguard and Fidelity accounts, Blooom does not offer service ...Show More

GR

Gaby R.

Nov 5, 2020

May or may not recommend

Review for Blooom Investment Advisor

My employer offered Blooom Investment as part of their financial offerings. It was investing without actually having to do much work! It was something I didn't even really have to think about. I love how easy it made it to become an investor. I also liked that there was no minimum requirements. A lot of companies do that and it turned me off from investing.

AS

Agnes S.

Oct 31, 2020

May or may not recommend

Review for Blooom Investment Advisor

I really had no idea how to go about my 401k. I know, I know, that doesn’t say too much about my money skills, but it’s the truth. I basically didn’t know how to manage my 401k, and it was something that was really stressing me out. Well, it didn’t stress me out anymore when I spoke with Bloom Investment Advisor. One phone call and a ten dollar flat fee ...Show More

Showing 5 of 6 reviews

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