Bliss Wealth Management

Financial Services, 817 S University Dr Ste 102, Plantation, Florida, 33324, United States, 1-10 Employees

Who is BLISS WEALTH MANAGEMENT

Jeffrey D. Bliss, CEP, RFC began his financial services career in 1978. In February 2009 Jeff established himself as an Investment Adviser Representative (IAR). Being an IAR carries with ...

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Headquarters: 817 S University Dr Ste 102, Plantation, Florida, 33324, United States
Date Founded: 2009
Employees: 1-10
Revenue: Under $1 Million
Active Tech Stack: See technologies

Industry: Financial Services

SIC Code: 6282

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Employees

Jennifer Ramirez

Director of Marketing and Client Relations

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Jennifer Ramirez

Marketing & Event Coordinator

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Frequently Asked Questions Regarding Bliss Wealth Management

Answer: Bliss Wealth Management's headquarters are located at 817 S University Dr Ste 102, Plantation, Florida, 33324, United States

Answer: Jeffrey D. Bliss, CEP, RFC began his financial services career in 1978. In February 2009 Jeff established himself as an Investment Adviser Representative (IAR). Being an IAR carries with it a fiduciary dutymeaningclients best interest first. During the past several years Jeff has conducted educational workshops for professional groups, union members, non-profit organizations, retirees, and, groups of active employees seeking information to help preserve and protect their savings and retirement. Jeff specializes in working with clients who desire strategies and methods to increase their potential for growth and lifetime income while lowering fees, risk and other costs associated with investing. He strives to achieve these results while providing the highest level of integrity and professionalism. Jeff has 35 years experience. Jeff speaks frequently on the subjects of wealth building & income strategies. Jeff has formed strategic alliances with other professionals such as CPAs, Attorneys and other experienced specialists in order to facilitate the implementation of strategies and methods to fulfill the goals and objectives of his clients. Jeff can assist in developing a successful financial model. This new model may generate more wealth and help preserve it in a more efficient manner than typical boiler-plate methods. Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Wealthwise Technologies, Inc. (WWT) and Sound Income Strategies, LLC (SIS) are not associated entities. Insurance and Annuities offered through WWT. Any reference to safe and secure investments and guaranteed income streams do not refer in any way to securities or investment advisory products. Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company. SIS and/or WWT do not offer tax and/or legal advice. Please seek such advice from a qualified tax and/or legal advisor.