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James Arthur Bloomer

Bloomer Financial Planning LLC

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About James Arthur Bloomer

James Arthur Bloomer is a financial advisor with Bloomer Financial Planning LLC based in Doylestown, PA. James has over 30 years of experience in the financial industry. James is a CERTIFIED FINANCIAL PLANNER™ professional. Bloomer Financial Planning LLC provides financial planning and portfolio management services for individuals.

Firm Information

James Bloomer is currently registered with Bloomer Financial Planning LLC. Bloomer Financial Planning LLC is a financial planning firm that provides financial planning and portfolio management services to individuals. They have $14,398,000 in assets under management for 8 clients.

$14.40M

Assets Under Management

3

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Bloomer’s Registration & Firm History

PA

05/29/2020 - Present

Bloomer Financial Planning LLC (DOYLESTOWN PA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Arthur Bloomer.
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