Your financial success and peace of mind is our personal mission. Our team approach allows us to focus our combined intellectual capital, years of experience, investment acumen, and extensive resources to deliver customized solutions, excellent service, and sound advice to our clients.
We provide:
Comprehensive Financial Planning
Customized investment Strategies
Disciplined, Diversified Portfolio Management
Consistent, Effective Client Communication
These core services expand, evolve and adapt to life changes and stages – from risk management growth during pre-retirement, to tax-efficient growth and income planning during retirement, and wealth transfer later in life. We are fueled by a passion to make a difference in your life and your families by helping you create, grow, protect and share wealth across generations.
While we have the capabilities to meet the needs of most investors, we have particular strengths in serving the needs of couples preparing to achieve their retirement vision; executives; and widows and widowers. Our unique niche is pre and post divorce financial planning.
We would be please to discuss you goals and your current strategy and explore whether our team might be the right fit for you. We welcome you to call us at 703-748-5828 or email us at Brenda.Blisk@spireip.com to set up a meeting.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 7901 Jones Branch Drive, 800,united States
- Phone
- 1-703-748-5828
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- bliskfinancialgroup.com
- Keywords
- financial planning, divorce planning, retirement planning, investment management, wealth management, executive benefits, income planning, educational planning, inheritance, asset management, risk management, Estate planning, charitable giving, Special needs planning.
- HQ
- McLean, VA
Blisk Financial Group Questions
Blisk Financial Group's helpline number is 1-703-748-5828
Blisk Financial Group's website is bliskfinancialgroup.com
Blisk Financial Group's LinkedIn profile is https://www.linkedin.com/company/blisk-financial
Blisk Financial Group has
3 employees.
View email and phone details for 3
employees at Blisk Financial Group.
Blisk Financial Group's industry is
Financial Services
Blisk Financial Group's top competitors are
Jfg Family Office,
D'orazio Wealth Advisors,
Vest,
Considine Search,
Corbett Road Wealth Management,
Compass Asset Management Group,
Spire Investment Partners, Llc.,
Affairs,
Covenant Wealth Advisors,
Burney Wealth Management.
Blisk Financial Group's categories are Financial Services
Blisk Financial Group's founding year is 1985
