Bloomfield Investment Group, based in Fort Worth, Texas, is a wealth management firm dedicated to providing personalized financial strategies. Established in the 1980s, the firm partnered with Michigan-based Bloomfield Hills Financial in 2016, enhancing its capabilities and reach . The team specializes in retirement planning, investment strategies, tax optimization, and Social Security benefit maximization, particularly for clients in the Dallas–Fort Worth area. Their holistic approach ensures that each client’s financial goals are met with tailored solutions . Operating independently, Bloomfield Investment Group offers unbiased advice, utilizing a wide range of investment vehicles to align with individual aspirations . The firm is transitioning to become part of SageView Advisory Group, aiming to provide enhanced resources and services while maintaining its commitment to client-focused financial planning .