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Introduce A Friend Or Family Member

Thank you for your trust!

We would like to take this opportunity to personally thank you for wanting to refer someone close to you. Your trust means a lot to us and we're so happy we've exceeded your expectations to have this honor.

Family Meal

If you think a friend or family member could benefit from working with us, we want to make it as easy as possible to introduce them through our Client Referral Program. 

 

Simply provide us with their name and address and we will send them a valuable information package and invite them in for a complimentary visit.

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Address

817 S University Dr. Suite
Suite 102 

Plantation, FL 33324

Plan@BlissWealthManagement.com

Phone: 954-236-4800

Fax: 954-236-4888

Opening Hours

Monday-Friday

9:00 am – 5:00 pm

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The Next Step?

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Bliss Wealth Management. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Bliss Wealth Management and Sound Income Strategies LLC are not associated entities. © 2024 Sound Income Strategies

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