Roxanne Blade

Roxanne Blade, CEO and founder of Blade Financial Services, LLC has been in the financial service industry for over 20 years.  As the firm’s principal advisor, she started her career in the financial services industry in 1996 when she accomplished the stringent requirements of the Certified Financial Planner board to receive her designation as a CFP®. She focuses on delivering excellent client service by taking the time to understand your goals and designing a plan to help reach them. Roxanne also has an established a staff to assist her in providing responsive customer service.

Whether you or someone you know needs help with your financial questions, please reach out for a complimentary consultation. Book a complimentary Financial Breakthrough Session using the button below.

Leveraging a background in estate planning and real estate, you should expect to receive advanced guidance along with financial education that takes into consideration your unique situation. Most of our clients experience a transition such as going from saving to spending, divorce, or even the death of a loved one. Blade Financial exists to assist you in positioning your assets not just for today but also with a balanced focus on the future for a seamless transition.

Blade Financial offers the following Client Based Services: Fee Based Financial Planning, Retirement Planning, Wealth Management, Protection Planning, Life Insurance, Long Term Care Insurance Policies, Annuities, and College Planning.

Please see our links below for more detailed information and reserve your dedicated time today.

Securities offered through Securities America, Inc., member FINRA(www.finra.org)/SIPC (www.sipc.org). Advisory services offered through Securities America Advisors, Inc. Blade Financial Services, LLC and Securities America are separate entities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. For additional information, please proceed to the website listed below.