Blau Financial Svc

At Blau Financial Services, our mission is to provide unique solutions to help individuals and families manage risk, preserve wealth, and achieve their financial goals. With over 14 years of experience, our team is committed to delivering personalized financial services that cater to the specific needs of each client.

Our Services

We offer a comprehensive range of financial services, including life insurance, health insurance, long-term care insurance, disability insurance, and retirement planning. As a Registered Representative and Investment Advisor Representative of Capital Synergy Partners, we provide access to a wide range of investment and retirement products, as well as fee-based financial planning services. Our goal is to help our clients achieve financial freedom and peace of mind by providing tailored solutions that address their unique financial circumstances.

Our Firm

Blau Financial Services is a reputable financial services firm based in Phoenix, Arizona. Our team is led by Ronald Blau, a seasoned financial professional with expertise in risk management, wealth preservation, and retirement planning. We take pride in our commitment to excellence and our dedication to building long-term relationships with our clients.

Our Location

Our office is located in Phoenix, Arizona, and we serve clients throughout the surrounding areas. We are conveniently located at 5350 E. Deer Drive #3439, Phoenix, AZ 85054.

Our Qualifications

Ronald Blau is a licensed insurance professional with licenses in multiple states, including Arizona, California, and others. He is also a Registered Representative of Capital Synergy Partners, a member of FINRA/SIPC. Our team is committed to staying up-to-date with the latest industry developments and best practices to ensure that our clients receive the highest level of service.