Blumark Financial Advisors

Blumark Financial Advisors Blumark Financial Advisors
A financial advisory practice of Ameriprise Financial Services, LLC

Personalized advice to help you achieve your goals

Your financial goals are individual, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life.

06/05/2026

Stock markets can be unpredictable in the short term. See what has to say about today’s activity.

New research from Ameriprise Financial takes a closer look at how Americans managing life — and finances — on their own ...
06/04/2026

New research from Ameriprise Financial takes a closer look at how Americans managing life — and finances — on their own build confidence, plan ahead and make long-term decisions.

Read the highlights from Flying Solo: Navigating Financial Autonomy — and if you’re navigating on your own, we're here to help you turn today’s choices into a plan you can feel good about.

🔗 Learn more: Ameriprise.com/FlyingSolo

Quick updates? ✅ Questions on the go? ✅ Easy communication? ✅Yes, you can text your Blumark advisor! See how it works he...
06/03/2026

Quick updates? ✅ Questions on the go? ✅ Easy communication? ✅

Yes, you can text your Blumark advisor! See how it works here: https://bit.ly/4g4GfF0

To get started, email your advisor’s name to [email protected].

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphas...
06/02/2026

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

At Blumark Financial Advisors, we know that true success is rooted entirely in the strength of our team. This June, we a...
06/02/2026

At Blumark Financial Advisors, we know that true success is rooted entirely in the strength of our team. This June, we are proud to celebrate our team members marking their work anniversaries.

We are deeply grateful for the dedication and exceptional standard of care they bring to our organization and our clients every day. Thank you for your commitment to excellence and for being a vital part of our professional journey.

A well-structured education savings plan can be an important component of a comprehensive wealth management strategy. A ...
05/29/2026

A well-structured education savings plan can be an important component of a comprehensive wealth management strategy. A 529 Plan provides a tax-advantaged framework designed to help families systematically save for future educational milestones.

Swipe through the graphics below to explore some of the foundational basics of 529 plans:
🟨 Maximize potential tax advantages
🟨 Incorporate family gifting and accelerated contribution strategies
🟨 Establish systematic contribution methods
🟨 Develop an investment strategy tailored to your family's timeline

For a deeper dive into these strategies and answers to frequently asked questions, read the full article on our insights page: https://bit.ly/4tYCl3X

Because every family's financial trajectory is unique, a personalized approach is essential to help coordinate your education savings and overall financial goals.

Contact Blumark Financial Advisors to schedule a comprehensive 529 Plan review and evaluate your current strategy: https://bit.ly/4fM5yeW

If Blumark has made life feel clearer for you, imagine what it could mean for someone close to you. Introductions like t...
05/28/2026

If Blumark has made life feel clearer for you, imagine what it could mean for someone close to you. Introductions like these aren’t about growth for us. They’re about giving the people you care about the same clarity and confidence you’ve come to know here.

Share Blumark with someone important to you - link in first comment.


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05/27/2026

A little friendly competition never hurts! We recently had a blast celebrating our incredible staff at our WhirlyBall employee appreciation party.

While there were plenty of laughs and a few competitive moments on the court, events like this are really about recognizing the people who make Blumark what it is. We believe that building a strong, connected culture isn't just about having fun together. It’s about fostering the kind of seamless teamwork that ultimately benefits you.

The communication and cohesion we build as a team translate directly into how we collaborate to help you work toward your financial goals. When our team is united, we are better positioned to support your success.

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term grow...
05/26/2026

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term growth while helping manage uncertainty can make it easier to stay focused on your goals. A solid strategy today can help create more confidence for tomorrow. Message me if you’d like to start the conversation.

Address

2601 Cambridge Court, Suite 120
Auburn Hills, MI
48326

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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