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Blumark Financial Advisors
6915 Rochester Road, Troy, Michigan, United States
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About the Blumark Financial Advisors
Blumark Financial Advisors, located at 6915 Rochester Road in Troy, Michigan, is a trusted institution specializing in accounting and finance services. Led by Shannon Klug, a Forbes Best-in-State Wealth Advisor for 2023, our team provides personalized advice to help you achieve your financial goals. Whether you are looking to invest in the stock market or plan for retirement, we are here to guide you every step of the way.
At Blumark Financial Advisors, we offer complimentary initial consultations to discuss your needs and tailor a financial plan that suits you. Our team is registered to do business in certain U.S. states, ensuring that you receive expert advice from professionals you can trust. We follow the Confident Retirement® approach to help you secure a stable financial future.
We cannot guarantee future financial results, but we strive to provide the best possible advice and support to our clients. For more information about our services and qualifications, please visit the FINRA's BrokerCheck website. Contact us today to schedule a consultation and start your journey towards financial success with Blumark Financial Advisors.
Photos of Blumark Financial Advisors
6915 Rochester Rd #400, Troy, MI 48085, United States
Opening hours of Blumark Financial Advisors
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Blumark Financial Advisors
"Great company. Been vey happy with my service. Taking care of so much for me."
"Have been with them for a few years now and have had declining service year after year. Large gaps in communication and tax forecasting has caused us to owe significantly more than antcipated. There has also been a huge turnover everytime we speak to them so it's like your constantly having to explain your goals and situation. There is has been a serious lack in accountability to the point where I have to reach out to them to make sure they are on track. I strongly suggest looking elsewhere."
"I cannot begin to express how thankful I am for a reputable company that looks out specifically for me! They work with a lot of individuals in the medical field, especially CRNAs. They literally held my hand through changing from W2 to 1099. While I was in school, they had informative sessions and did our taxes for free. I pay a small fee per month for their complete attention to every detail of my job, my taxes, my financial well-being and literally so many other things. They work in team units and I have a main advisor, Henry Guzzo and Chris Reid is my main tax man. From there, they designate various professionals for every step. In less than a year my financial portfolio has doubled or more. I mentioned I wanted to refinance, Henry referred me to his guy. Seriously, the quality of people at this office is more than worthy of my business! Also, I read the one star review and the vast majority of people I’ve worked with have been at the company for years, even decades."
"My girlfriend worked here for two yrs, and was underpaid the whole time, when she asked for a raise they strung her along, had her train a replacement with promises of helping her move up the ladder and had her train her own replacement telling her she would get a better position. Once her training was complete they asked her to come in to swap out a computer and then fired her. I wouldn’t trust this company with a dollar of my money Bc they can’t even be honest with their own employees. If your not happy with something at least be honest enough to be upfront with what direction your going to go, not lie and string someone along with false promises, and then fire with them without caus they should be ashamed of themselves, and be embarrassed to call themselves a financial advisor company."
"We absolutely love working with Blumark! In our first few meetings, our Financial Advisers had us complete a financial portfolio and set financial goals for ourselves. They showed us that we could save more money each month then what we thought we could. Two years later, we had saved enough for a down payment on our dream home. Also, Blumark helped us with our estate planning. It's something we hope we never need but are so thankful to know that our loved ones will be taken care of, if something should happen. We loved working with Blumark so much, I referred my parents to them for help with their retirement planning."
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