Blaise Milanek work email
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Blaise Milanek personal email
We are excited to announce that the formerly regional wealth management consultant “The Philadelphia Group” has launched an independent RIA and rebranded with a national footprint as Independence Square Advisors! Please visit our new website www.indsquare.com and get in touch!For over 25 years I have been partnering with clients as their financial quarterback. I work with a select group of families and small business owners, developing both a professional and personal relationship to best understand their specific needs. As a valued advisor, I have established long term client relationships by providing them with services and advice including, but not limited to; retirement planning, investment management, college planning, life and long-term care insurance, business exit strategies and legacy planning. My team’s investment management process includes the use of Riskalyze, a comprehensive portfolio risk assessment planning software, which is designed to develop and execute your customized investment plan. Our retirement planning software provides a blueprint for cash flow, expenses adjusted for inflation and final net worth possibilities. Insurance analysis including life and long-term care insurance, college tuition planning, and legacy estate planning are all incorporated to assist our clients in potentially realizing their goals and dreams.I am securities licensed holding the Series 7, 24, and 63 through LPL Financial, and Series 65 through Independence Square Advisors. I am also Life Insurance, Variable Annuity/Variable Life and Health Insurance licensed (Registrations through LPL Financial). I am a CIS - Certified Income Specialist. I have a network of experienced local and national CPAs, CFPs, Attorneys and Senior Care Specialists that can be called upon to assist in the overall planning process. Specialties: Investment portfolio risk analysis, Performance analysis, Retirement cash-flow analysis, Calculating the probability of outliving assets, Maximizing tax efficiency, Senior Care issues for seniors and their adult children, Life Insurance analysis for individuals and businesses, 401(k) and other qualified retirement plan analysis for individuals and businesses, Legacy planning, Budgeting.
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Registered PrincipalLpl FinancialMalvern, Pa, Us -
Wealth Advisor, Cis, Lpl Registered Principal At Independence Square AdvisorsIndependence Square Advisors Jan 2020 - Mar 2024King Of Prussia, PaAt Independence Square Advisors, Blaise oversees and coordinates the financial affairs for a select group of individuals, families and small business owners across the nation but primarily in the suburban Philadelphia region. At ISA we help our clients coordinate their financial affairs in two ways. First, by developing a customized comprehensive financial plan that clearly defines the financial goals they want to achieve. Second, by taking an integrated approach to helping them… Show more At Independence Square Advisors, Blaise oversees and coordinates the financial affairs for a select group of individuals, families and small business owners across the nation but primarily in the suburban Philadelphia region. At ISA we help our clients coordinate their financial affairs in two ways. First, by developing a customized comprehensive financial plan that clearly defines the financial goals they want to achieve. Second, by taking an integrated approach to helping them manage nine key financial impact areas: banking, cash flow, investments, insurance, taxes, retirement planning, educational planning, estate planning and charitable giving. We position ourselves as the “financial quarterback” to our clients and give them the confidence that Independence Square Advisors and our team of professionals will help guide them in the right direction.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to 'Contact Info' section above. Investment advice offered through Independence Square Holdings, LLC, a registered investment advisor. Independence Square is a separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less -
Registered PrincipalLpl Financial Jun 2002 - Mar 2024LPL Financial was formed in 1989 through the merger of two small but successful brokerage firms, Linsco (established in 1968) and Private Ledger (founded in 1973). Today, LPL Financial is America’s No. 1 independent brokerage firm* with more than 14,000 financial advisors based in more than 6,000 branch offices nationwide. At LPL Financial, your goals always come first. The founders of LPL Financial had a pioneering vision: to create a refreshingly personal alternative to Wall Street… Show more LPL Financial was formed in 1989 through the merger of two small but successful brokerage firms, Linsco (established in 1968) and Private Ledger (founded in 1973). Today, LPL Financial is America’s No. 1 independent brokerage firm* with more than 14,000 financial advisors based in more than 6,000 branch offices nationwide. At LPL Financial, your goals always come first. The founders of LPL Financial had a pioneering vision: to create a refreshingly personal alternative to Wall Street firms. An environment where you receive truly independent advice that’s always focused on your goals. Ultimately, the success of your investment strategy depends on four key elements: LPL Financial’s heritage of independence. Our unbiased research and solutions. Objective guidance and advice. And the expert support and training we offer your advisor. With LPL Financial, your advisor is independent, but not alone…so your goals always come first.* Based on revenues, as reported by Financial Planning magazine, June 1996-2016. Show less
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Partner, Lpl Registered PrincipalThe Philadelphia Group Jan 2017 - Jan 2020150 South Warner Rd, Suite 300, King Of Prussia, Pa 19406
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Managing PartnerCwmg - The Comprehensive Wealth Management Group Jun 2002 - Dec 2016West Chester, PaCWMG oversees and coordinates the financial affairs for a select group of individuals, families and business owners across the nation but primarily in the suburban Philadelphia region. We help our clients coordinate their financial affairs in two ways. First, by developing a customized comprehensive financial plan that clearly defines the financial goals they want to achieve. Second, by taking an integrated approach to helping them manage nine key financial impact areas:… Show more CWMG oversees and coordinates the financial affairs for a select group of individuals, families and business owners across the nation but primarily in the suburban Philadelphia region. We help our clients coordinate their financial affairs in two ways. First, by developing a customized comprehensive financial plan that clearly defines the financial goals they want to achieve. Second, by taking an integrated approach to helping them manage nine key financial impact areas: banking, cash flow, investments, insurance, taxes, retirement planning, educational planning, estate planning and charitable giving. We position ourselves as the “financial quarterback” to our clients and give them the confidence that CWMG and our team of professionals will help guide them in the right direction.Securities offered though LPL Financial Member FINRA/SIPC Show less
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Registered RepresentativeFinancial Services Industry Nov 1994 - 2002From 1994 to 2002 I worked for two large broker/dealers. I felt then as I do now that these large institutions were not working for the clients' best interest.In 2002 I joined LPL Financial and co-founded CWMG. LPL is America's No. 1 independant brokerage firm* - with more than 14,000 financial advisors, based in more than 6,100 branch offices nationwide. LPL's rise to prominence has been driven by a commitment to independence, excellence and the simple premise that achieving… Show more From 1994 to 2002 I worked for two large broker/dealers. I felt then as I do now that these large institutions were not working for the clients' best interest.In 2002 I joined LPL Financial and co-founded CWMG. LPL is America's No. 1 independant brokerage firm* - with more than 14,000 financial advisors, based in more than 6,100 branch offices nationwide. LPL's rise to prominence has been driven by a commitment to independence, excellence and the simple premise that achieving your financial goals requires: Solid, unbiased advice, Meaningful, timely information and research, Easy access to value-added investments and services, and Unparalleled customer service. LPL's model is to first take care of the client, second to support their representatives and their business with exceptional operations and support, and then let the LPL bottom line take care of itself.It was as refreshing in 2002 as it is today.Securities and advisory services offered through LPL Financial a Registered Investment Advisor, Member FINRA/SIPCFor a list of states in which we are registered to do business, please visit www.cwmginc.com Show less
Blaise Milanek Skills
Blaise Milanek Education Details
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Marketing / Finance
Frequently Asked Questions about Blaise Milanek
What company does Blaise Milanek work for?
Blaise Milanek works for Lpl Financial
What is Blaise Milanek's role at the current company?
Blaise Milanek's current role is Registered Principal.
What is Blaise Milanek's email address?
Blaise Milanek's email address is bm****@****oup.com
What schools did Blaise Milanek attend?
Blaise Milanek attended Pennsylvania State University.
What skills is Blaise Milanek known for?
Blaise Milanek has skills like Budgets, Strategic Financial Planning, Investments, Retirement Planning, Finance, Financial Services, Estate Planning, Retirement, Financial Advisory, Insurance, Series 7, Life Insurance.
Who are Blaise Milanek's colleagues?
Blaise Milanek's colleagues are Terry Manuel, Britt Hockenberry, Cfp®, Undefined Undefined, Aidan Isner, David Ferris, Crps, Tiffinee Walford, John Neuenswander.
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