Founded in 1974 by Alan Blumenfeld, Blumenfeld Financial Group, Inc. is an independent financial services firm dedicated to offering personalized strategies for wealth management. The company operates as both a registered investment adviser and a broker-dealer, focusing on building long-term client relationships. Their core mission is to help clients build, manage, and preserve their wealth through a comprehensive suite of services, including financial planning, investment management, retirement solutions, and estate planning, all while maintaining a client-first approach.

Founded in

United States