What are the opening hours?

Monday 8:30am - 4:30pm Tuesday 8:30am - 4:30pm Wednesday 8:30am - 4:30pm Thursday 8:30am - 4:30pm Friday 8:30am - 4pm

The 3C Group - Baird Private Wealth Management

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The 3C Group - Baird Private Wealth Management

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from The 3C Group - Baird Private Wealth Management, Financial planner, 121 N. Pete Ellis Drive Suite #101, Bloomington, IN.

05/28/2026

It’s more than just service—it’s building trust, creating connection, and becoming someone they know they can count on 🤝🌟

05/18/2026

We had an amazing time at our Annual Shredding Event last week in both Bloomington and Franklin! 🗂️💙

Thanks to the generosity of our incredible community, we collected:
🐶🐱 Over 555 lbs. of dry dog & cat food
🥫 Wet food & treats galore
🐾 Kitty litter donations
💵 $150 in cash

All donations supported our Baird Gives Back initiative, benefiting:
❤️ Interchurch Food Pantry of Johnson County
❤️ Morgan County Humane Society

Your support helps keep tails wagging and hearts full—thank you for making a difference! 🐾✨

We’re already looking forward to next year! 👏

05/14/2026

Baird was proud to take part in the First Annual Jeff Gregory Memorial Golf Outing ⛳️, hosted by our Financial Advisor Dusty Heuchan.

With beautiful weather ☀️ and an even better cause, it was a truly memorable day.

05/12/2026

This past Friday, our team enjoyed a productive retreat at Loren’s lake house—taking time to review goals, align on key processes, and strengthen our work together. 🌿🤝

05/07/2026

When asked “Why Baird?” our answers say it all—supportive teammates, meaningful work, and a culture that genuinely cares.

That’s the Baird difference 💫

05/05/2026

A community working together can do big things. 🏁

Morgan Snyder and Loren Snyder were proud to attend this year’s “Rev” (first timers!) at the Indianapolis Motor Speedway raising funds for IU Health Foundation.

They enjoyed one of the most iconic sports venues in the world, a “hot lap” on the track (exceeding 120 mph 😳), Indy’s world class food scene (Michelin Guide 🤞🏻), and good friends while supporting health and wellness within the community.

04/30/2026

Trusting the social media girl means embracing all angles ✨

04/28/2026

Be focused and ready for what’s coming!

Now that tax filing is behind you (unless on extension), time to start tax planning for 2026.

Some recommended steps:

1. Understand the “why” behind your 2025 return. What caused you to owe or receive a refund for 2025? Were there outliers?
2. Start building out initial projections for 2026. There will be some knowns for 2026 and then start building out estimates for the unknowns.
3. Monitor and update the 2026 projections through the year as unknowns become exact details.
4. If your projections are not to your liking, understand what options exist to change prior to year-end. If you can’t modify for 2026, are there strategies you can deploy to mitigate tax obligations longer term?

Consider tax loss harvesting/direct indexing, increasing/decreasing contributions to retirement plans, charitable contributions/Donor Advised Funds (DAFs), 529s, Roth Conversions, Health Savings Accounts (HSAs)/Flex Spending Accounts (FSAs) and more!

If you are doing proper tax planning in a coordinated effort with your financial professionals, you might not be able to eliminate taxes but there shouldn’t be big surprises or scrambling come April 2027.

How else can you be focused and ready for what’s coming?!?

04/23/2026

Legacy and Estate Protection: The "Business Owner" Mindset

In this episode of 3C Money Matters, hosts Alyce Zollman and Dan Matthews from The 3C Group are joined by Mark Nickel, President and CIO of Baird Trust, and Andy Means, Managing Director and Director of Equity Investments, to discuss the essential role of corporate trustees and the "business owner" philosophy of investing. The conversation covers the practical benefits of professional estate settlement and philanthropy, while offering a deep dive into long-term wealth preservation in the face of modern market drivers like Artificial Intelligence and geopolitical shifts. Whether you're navigating complex family dynamics or looking to understand the power of compounding through market cycles, this episode provides a grounded roadmap for securing a lasting financial legacy.

Please listen at the following links, or wherever you get your podcasts:
🎧 Listen on Apple Podcast! https://podcasts.apple.com/us/podcast/legacy-and-estate-protection-the-business-owner-mindset/id1823066208?i=1000763103657
🎵 Listen on Spotify! https://open.spotify.com/episode/1vPdz2lowomoT1UbrFW8cd
📺 Watch on YouTube! https://youtu.be/wXhhsMSNFGA

04/21/2026

Today, our very own Financial Advisor Colleen Curry hosted a women’s yoga class with Laura at Vibe Yoga Studio in Bloomington! We love seeing Colleen support wellness, community, and balance in every sense of the word. ✨

Investing in yourself—mind, body, and spirit—matters just as much as investing in your future.

04/15/2026

Most Likely - Bloomington Office Edition!

Address

121 N. Pete Ellis Drive Suite #101
Bloomington, IN
47408

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 4:30pm
Thursday	8:30am - 4:30pm
Friday	8:30am - 4pm

Website

https://the3cgroup.bairdwealth.com/

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