Blossom Financial – Financial Advisor: Traci Blossom

Specialties

Traci Blossom is the senior financial advisor at Blossom Financial, a family owned and operated financial consultant and investment firm based in Marshall, WI and primarily serving Dane County, WI. We also serve clients all over the US.

With many years of experience and a commitment to integrity and being the best we can be, our goal is to empower you to take a proactive approach to your personal and familial finances. We help you understand the opportunities and potential rewards when you take such an approach to your and your family’s financial life.

As flowers blossom and grow, so too can we help you to guide your whole financial life, from retirement planning to your children’s education, investment strategies to estate planning and wealth preservation.

We always meet all of our clients face to face and deliver a personalized experience because your financial goals deserve the personal attention of skilled, experienced, deeply knowledgeable professionals. We’ve flown to our clients to meet them and will continue to do so.

For you to make sound financial decisions we have a wide range of products of services for business owners, individuals and families. These include:

Investment management

Retirement strategies

Estate conservation

Insurance and annuity products

401k roll over

Long term care

Mutual funds

Stocks and bonds

Income Tax

Professional Money Management

And more…

As you see, we’re a full-​service financial firm…