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.
Robin is responsible for design and digital marketing for Blumark. She is an accomplished bowler who has traveled the world representing her birth country, Canada in international competitions. In her free time she enjoys golfing and traveling. She is married and has one step-daughter.
Megan is the head of Client Experience and of the Business Processing Department. She does everything from managing daily business operations and staff to monitoring the processing of investment applications, account transfers, and account servicing items. She has a bachelor’s degree in Business Administration from Davenport University and over 10 years’ experience with working in offices.
After you complete the form below, we will contact you to set up a no-obligation, complimentary consultation. During our meeting, we'll discuss your financial goals, the personalized advice we provide, and the costs associated. We look forward to meeting you and discussing your financial future.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
This offer is only valid in the United States.
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We will contact you to set up a complimentary meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice we provide if you decide to work with us.
Prepare for your consultation by reviewing our pre-meeting checklist and discussion guide.
We look forward to helping you achieve your financial goals.
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If you have friends or family members who have financial questions or could use a second set of eyes, please let them know about our practice. When you refer us, they will receive an email with a link to our website where they can learn about what it’s like to work with us and reach out for a complimentary consultation, if they choose. We look forward to the opportunity to help your friend or family members achieve their financial goals.
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The person you refer will receive an email with a link to visit our website and contact us for a complimentary consultation, if they choose. We will be notified of your referral with your friend's contact information and may reach out to them directly.
Direct URL to this form: https://www.ameripriseadvisors.com/team/blumark-financial-advisors/?openFormModal=referral
Your referral will receive an email with a link to visit our website and contact us for a complimentary consultation form. We will be notified of your referral with your friend's contact information and may reach out to them directly.
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Ameriprise Financial Services, LLC. Member FINRA and SIPC. Privacy and Security Center, Online Security Guarantee and About Email Fraud
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If you’re not already an Ameriprise client, take the next step toward a more confident financial future by setting up a complimentary initial consultation.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
