Heather Bleier

Financial Advisor

My expertise lies in guiding businesses to invest in their workforce wisely and make informed financial choices. I tailor individualized strategies for each company, aimed at optimizing their resources and delivering top-tier employee benefits.

State(s) Licensed:   IL, TX

Phone 954-758-9449
Address

3472 NE Savannah Rd
Jensen Beach, FL 34957

Heather Bleier

My expertise lies in guiding businesses to invest in their workforce wisely and make informed financial choices. I tailor individualized strategies for each company, aimed at optimizing their resources and delivering top-tier employee benefits.

State(s) Licensed:   IL, TX

Focused on What Matters to You

Gaining a complete understanding of your financial situation and charting the path forward can often be a complex and unclear process. That's where I come in, offering the expertise and support you need.


As a licensed financial professional providing advisory services, I possess the knowledge to take a comprehensive view of your financial landscape and create a tailored plan to ensure you're well-prepared to achieve your goals.


Together, we can delve into various aspects, including:

  • Establishing emergency savings and managing debt effectively.
  • Safeguarding your financial future.
  • Saving and preparing for retirement income.
  • Exploring tax-efficient financial management strategies.
  • Facilitating a smooth and equitable business continuation plan.
  • Investing in your most valuable business asset: your employees.
  • Contributing to causes that hold significance for you.
  • Exploring the intersection of finance and faith.


And that's just the beginning. Together, we can explore a wide range of financial possibilities and strategies to secure your future.

To learn more about the privacy of your information, visit our privacy policy.

Jensen Beach Office

Phone:
954-758-9449

Hours

M – F: 9 a.m. – 5 p.m.