Few things are more personal than financial guidance. Yet so many impersonal companies offer it.
At Blumark, we strive to be different. We give our clients the expertise and experience of a large company — our key staff has not just worked for, but helped lead some of the top financial teams in the country. But we are committed to a level of personal involvement that only a small firm can provide.
Our goal is to make sure your financial goals are met. We strive to do what's right, and what will work best for your specific needs. There's no one-size-fits-all solution here. We tailor your plan just for you.
Blumark's multi-disciplinary approach covers a wide range of services including;
• Tax planning and preparation
• Estate and retirement planning
• Debt payment structuring
• Risk reduction/mitigation
• Employee benefit review and optimization
• Home/auto/life insurance coverage
In addition, Blumark's network of carefully selected partners can handle any related issue involved in managing an individual's ever-changing financial landscape.
Let us help give you the best of both worlds: Traditional values. Innovative financial solutions. We encourage you to find out more, and learn whether Blumark is right for you.
This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, FL, GA, ID, IL, IN, KY, MA, MI, MO, NY, OH, OR, SC, TN, TX, WI. No offers may be made or accepted from any resident outside the specific states referenced.
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by a firm or individual that involve either effecting or attempting to effect such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
Securities, insurance and advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Tax advisory services offered through Blumark Tax Advisors, who is not affiliated with Royal Alliance.