Bloom Asset Management Inc. has been providing comprehensive
financial planning and investment management services on a fee-only
basis since 1984. The company was founded by Rick and Ken Bloom
with the goal of providing independent financial advice.
Unlike other financial advisory firms or brokerage houses, we
have always been independent. This independence means we will never
accept any compensation or incentive for any product that we
recommend. Our loyalty is solely to help clients achieve their
financial goals and objectives by providing them the highest
quality professional services at the lowest cost possible.
Bloom Asset Management offers two different approaches to
financial planning: active professional portfolio management and/or
fee-only financial consultations. Many people find the direction
and guidance offered through the financial consultation process
sufficient to help formulate their plan and keep it on track.
Others prefer more active professional involvement to help cope
with the challenging nature of the investment world and the
increasing demands on their time. Either way, Bloom Asset
Management can help you achieve your financial goals and
objectives.
Personal service to individual clients and their families is a
long-standing and successful tradition at Bloom, Bloom and
Associates, P.L.C. We believe it is important to maintain close,
personal contact with our clients and their professional advisors
to help them develop an estate plan especially for them.
