Rick Bloom, CERTIFIED FINANCIAL PLANNER™

Financial Strategies that WORK!

We provide comprehensive financial planning for individuals,  professionals, and business owners.  

OUR COMMITTMENT Our planning process will help you identify hidden flaws in your financial world that result in money worries and erode financial efficiency.  We develop new strategies for our clients that increase their economic confidence with certainty, not luck!  Our goal is to help you make truly intelligent, informed decisions about what you do with your money.   

If you'd like to speak with us, call right now at:  (914)288-8929.

Rick Bloom    

Friday, July 30, 2010


Registered Representative and Financial Advisor of Park Avenue Securities LLL (PAS), (914)288-8800. Securities products/services and advisory services are offered through PAS, a registered broker/dealer and investment advisor. Field Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. PAS is a member FINRA, SIPC.  http://www.finra.org

Rick Bloom is securities licensed in NY, CT, FL, and NJ and this website is strictly intended for individuals residing in those states.  No offers may be made or accepted from any resident outside these specified states.

The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product.  The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside.  Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.

Neither Park Avenue Securities, Guardian, nor their representatives render legal or tax advice.  Please consult with your attorney, accountant and/or tax advisor for advice concerning your particular circumstances.

The information on this site is intended for the residents of NY, CT, FL, and NJ.  The financial representatives of Rick Bloom, CFP™ are not licensed to sell insurance in all 50 states.  To find out if an agent is licensed in your state, please contact Elizabeth Angione at (914) 288-8926.