Blumenfeld Financial Group

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.