Our Services

The team at Blease Financial Services uses market  principles to create a wealth management plan that’s based on your unique financial situation, risk tolerance, time horizon and goals. The services we provide include:

• Professional portfolio management and resource allocation
• An annual portfolio review with adjustments as your needs evolve
• Investment guidance for your 401(k) or retirement plan held by your employer
• Estate and tax planning advice
• Timely answers to your financial questions
• Assistance from skilled, service-focused staff members
• Fee-based financial planning if desired*

Some of the investment and insurance products available through us that might fit into your plan include:

*Securities and investment advisory services offered through LPL Financial,  a registered investment advisor, Member FINRA/SIPC.