> Rick Bloom

Rick Bloom

  • Advisor Type: CFP, CLU
  • Firm: Strategies For Wealth
  • Location: Port Chester, NY
  • Years of Industry Experience: 22
 

Description

Rick's financial planning practice focuses on providing insurance, investment, retirement and estate planning services to individuals, professionals, business owners and executives. Rick has demonstrated his commitment to the highest level of professional knowledge and ethics by earning his Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®) designations. He is a member of the Financial Planning Association and the National Association of Insurance and Financial Advisors.

Areas of Expertise

  • Annuities
  • Estate Planning
  • Holistic Financial Planning
  • Insurance Planning
  • IRAs/401k
  • Long-Term Care Insurance
  • Social Security Optimization
 
 
 

States Served ?

Serves
 
 
 

Fee Structure ?

  • Combination
 
 
 

Advisor Licensing ?

Central Registration Depository #: 2708116
Financial Industry Regulatory Authority Securities and Exchange Commission

registered Registered

Not currently registered

FINRA BrokerCheck SEC Adviser Search
*If you would like to see detailed FINRA and SEC reports on Rick, you can access their Investment Advisor databases by clicking the buttons above.
 
 

Schedule a Free Consultation with Rick

   
First Name  
Last Name  
Age
Zip Code
Phone   
Total Savings  
Estimated Household Income  
Email
 
  
 
 
 
 

Questions Answered by Rick

Scroll down to see more Answers
loading...
older newer
 
 

TRUSTe