Reviews of Blumark (Financial Consultant)

Christy Bridgford

I wanted to take a second to share my experience reaching out to Shannon Klug at Blumark for financial services. I emailed his office to inquire about his financial services and received an email back from his secretary with times to select from on Thursday to speak to him. I selected one of the times she sent then never heard back from her. I sent a follow up email then she responded he was on vacay and the time and day that was sent to me wouldn’t work. Huh? I’m on vacay as well and his office dictated the days/times for us to speak. I was really turned off that I set aside time his office determined then the day before it was canceled. The only reason I was given that much notice is because I emailed his office again. Hopefully this isn’t how he normally operates but I did want to share that if someone is looking for these types of services to shop around.

Robin Orlikowski

I have used Blumark for many years at this point. I do not believe that I would be on the financial path I am without their help. We have already reached one goal and we're on our way to many more! Whenever I need help, I can email or call and get an answer to my questions. Everyone on the team puts the client first and are always willing to help. They send out an email every month with loads of great articles! Their expertise is amazing!

Sarah Pettenger

We absolutely love working with Blumark! In our first few meetings, our Financial Advisers had us complete a financial portfolio and set financial goals for ourselves. They showed us that we could save more money each month then what we thought we could. Two years later, we had saved enough for a down payment on our dream home. Also, Blumark helped us with our estate planning. It's something we hope we never need but are so thankful to know that our loved ones will be taken care of, if something should happen. We loved working with Blumark so much, I referred my parents to them for help with their retirement planning.