What AI says about Blade Financial Services

Blade Financial Services is a financial advisory firm that provides fee-based financial planning, wealth management, protection planning, and college planning to individuals and families, with a focus on retirement security. It uses a six-step advisory process—establishing a relationship, gathering data and goals, evaluating financial status, reviewing recommendations, setting plans to action, and monitoring portfolio progress—to educate clients and help them make informed financial decisions. Based in Florida with offices in Pompano Beach and Deerfield Beach, it offers free resources and a 15-minute financial breakthrough session to initiate planning.