Overview

The Blisk Financial Group is a 30 year old boutique practice serving families in over 20 states and providing advise for some clients down to the 4th generation. We are holistic in our approach to financial planning - looking at the entire client picture from "taxes to estate planning". We are independent, and have no in house investments.
Our goal is to continue to grow our practice by adding new advisors interested in being mentored, or Financial Advisors looking for a succession plan or Advisors looking to join one of the top financial practices as noted on Barron's Top 1200 list of financial advisors 2016.

Market
Advisor/RIA
Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...