Blisk Financial Group
Brenda Blisk Selected to Attend Winner's Circle® Summit
Palm Beach , FL – Brenda Blisk , CFP®, founder and CEO of The Blisk Financial Group, was selected to attend The Winner's Circle® Summit November 28-30 in Palm Beach . The Winners Circle® recognizes financial advisors who represent the highest ethical behavior, professionalism and success in the industry. The Summit is a by-invitation-only event for the top 500 Female Financial Advisors in the country.
Blisk ranks in the top echelon of all financial advisors nationwide. With clients in more than 20 states, Blisk and her team manage $210 million in assets. She provides “unbiased” advice and asset management to executives, retirees, families, and business owners with wealth accumulation, wealth management and distribution strategies. Her services include retirement planning, investment management, distribution planning and long-term care and special needs planning.
Blisk founded The Blisk Financial Group 20 years ago and in 1997 became an Investor Advisor Representative of Legacy Advisors, LLC, in McLean , Virginia . Legacy Advisors is one of Bloomberg's Top Financial Advisory Firms in the country (2003 – 2006) and manages over $1 billion in client assets.
Blisk has the distinction of being a past Dalbar Customer Service Award Honoree . In 1999, Dalbar, Inc., the nation's leading financial services market research and consulting firm, ranked the Blisk Financial Group in the top 2% in the country in three areas: Client Satisfaction, Client Performance and Professional Ethics. These awards are based on Dalbar's systematic testing of customer service.
BACK TO AWARDS & RECOGNITIONS MAIN PAGE