Our Practice: We apply the best financial and economic science to all of our recommendations. We are students and colleagues of some of the most respected economists in the world. This scientific approach, along with Our Promise, guides all of our advice and actions. We sell nothing except our advice and knowledge. Our clients receive expert advice in all areas of wealth management. This includes, but is not limited to, tax planning and preparation, estate planning, investments and wealth building, asset allocation, insurance, and charitable giving. Our advice and actions help our clients attain more of what they desire. We create customized financial plans to address all aspects of our clients’ financial lives. Working closely with each person, we ensure that these plans address the goals and issues they have shared with us. We charge a fair and completely transparent fee for our services. We receive no compensation, directly or indirectly, from anyone but our clients.
View Top Employees from Steven G. Blum and Associates, LLCWebsite | http://www.stevengblum.com |
Revenue | $1 million |
Employees | 6 (3 on RocketReach) |
Founded | 1997 |
Address | 801 Yale Avenue, Swarthmore, Pennsylvania 19081, US |
Phone | (610) 328-7725 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
Competitors | River Hills Wealth Management |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies |
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The Steven G. Blum and Associates, LLC annual revenue was $1 million in 2024.
Mary Bonfini is the Partner of Steven G. Blum and Associates, LLC.
3 people are employed at Steven G. Blum and Associates, LLC.
Steven G. Blum and Associates, LLC is based in Swarthmore, Pennsylvania.
The NAICS codes for Steven G. Blum and Associates, LLC are [52393, 52, 5239, 523].
The SIC codes for Steven G. Blum and Associates, LLC are [62, 628].