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For the fulfilling
retirement you envision

For the fulfilling
retirement you envision

For the fulfilling
retirement you envision

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Our Services

Our Services

The team at Blease Financial Services uses market  principles to create a wealth management plan that’s based on your unique financial situation, risk tolerance, time horizon and goals. The services we provide include:

  • Professional portfolio management and resource allocation
  • An annual portfolio review with adjustments as your needs evolve
  • Investment guidance for your 401(k) or retirement plan held by your employer
  • Estate and tax planning advice
  • Timely answers to your financial questions
  • Assistance from skilled, service-focused staff members
  • Fee-based financial planning if desired*

Some of the investment and insurance products available through us that might fit into your plan include:

Stocks*
Bonds
Annuities
401(k) rollovers
Real estate investment trusts*

 

Mutual funds*
CDs
IRAs
Life insurance
Long-term care insurance

*Securities and investment advisory services offered through LPL Financial,  a registered investment advisor, Member FINRA/SIPC. 

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  • Our Services
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TUCSON

7374 N. La Cholla Blvd.
Tucson, Arizona 85741
Phone: 520-299-7172
Fax: 520-299-7166

 

SUN CITY WEST

13925 W. Meeker Rd., Suite 18A
Sun City West, Arizona 85375
Phone: 623-546-0855
 

  • Tel:  520-299-7172 | 623-546-0855

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, AR, CA, CO, FL, GA, ID, IL, IN, KY, MD, MA, MI, MN, MS, MO, MT, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI.

We are licensed to sell insurance products in the following states: AZ, CA, TX.  

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

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