About Us

Learn more about who we are and what we stand for.
Blumark Financial. Traditional Values. Innovative Financial Solutions.

Our Story

You are the focus.

Different by design – that’s Blumark.  By combining traditional values and innovative financial solutions, Blumark sets out to make an impression on you and your retirement goals.

Focused on long-term relationships, sound professional advice, and lasting results, Blumark offers a wide range of financial solutions to meet your individual needs. By integrating a talented team of advisors with multiple services, Blumark provides a comprehensive, 360-degree view of your financial situation.  With the full picture in sight, our team presents you solid strategies and the blueprint to help you reach your goal.

At Blumark, you are at the center of everything we do.

Why Choose Us?

How we’re different than most.

We feel what sets us apart from other financial firms is, we listen closely and take the time to understand your complete financial picture — your cash and liabilities, protection, investments, and taxes.  Through our personal approach to financial planning, advice and our registration with the broker-dealer, we can help you bring your dreams and goals to life. Blumark is a financial services firm with a personal touch.

definition of Blumark

This is what we do, and we do it well.

We provide financial advice for people who want to protect and grow their money.  Our reputation is built on a long track record of working with people who like to succeed.  People like you!

Watch this short video below to learn more about Blumark and how we can help you.

Who we are and what we stand for.

Blumark Advisor Team. Shannon K. Klug, Henry J. Guzzo, Christopher Reid, Jill M. Tullio, James Clark and Chi Richmond

Your Advisors*

We invite you to read more about your advisors with Blumark.
Blumark Business Team. Shannon K. Klug, Henry J. Guzzo, Christopher Reid, Jill M. Tullio, James Clark, Sean Klug, Megan Gleesing, Robin Orlikowski, Tabitha G. and Vince Pelino.

Your Business Team

We invite you to learn more about your business team at Blumark.

Contact Us

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