Broker Check

Why We Do What We Do

Our team at Blattel & Associates operates under a single mission: to provide families with objective independent advice and a highly personalized road map for their retirement success. We work hard to forge lifelong relationships with our clients that are based on trust, knowledge, and personalized service. Our values are built on our collective decades of professional and personal experience, and we want to empower our clients with the knowledge they need to make smart financial decisions. Our passion, ultimately, is to help our clients live the life they want today and leave their desired legacy for future generations.

We strive to be an advocate on your side to empower you and help you to embrace solutions for your benefit each and every day.

Our Core Values

We know that you want a firm that has the character and integrity to always put your best interests first. We strive to use our wisdom and experience to help you improve the quality of your life and give you financial peace of mind. We have developed these four core pillars of value as a necessity to provide our clients with the service they deserve, and everything that we do for our clients revolves around these values.

Passion to Help Others

Our desire to help others motivates us each day to make a positive impact in the lives of each other, our clients, and our community. We want to help build a legacy that impacts future generations for the better.


We strive to be accountable, responsible, and truthful in all our actions with each other and our clients. Through this ideal, we uphold the fiduciary standard of care and put our clients’ best interests firs


We want to partner with each other and our clients by involving and aligning our decision-making process to achieve the best possible solution. Our focus through active communication is implemented to move toward a goal-driven outcome.


We strive to support each other and build meaningful, lifelong relationships by being proactive and showing genuine interest in the lives and wellbeing of those around us.

Our Process

Our unique, time-tested process involves seven steps that were carefully selected to develop your tailored financial plan as efficiently and effectively as possible.

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Our history

For over 40 years, we have been inspired to do the right thing by helping people navigate the difficult and complex situations that may come with securing their financial future.

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