Profile
Blas & Associates is a financial advisory firm serving individuals and families with a focus on comprehensive wealth management and long-term financial planning. Specializing in personalized retirement strategies, investment guidance, and insurance solutions, Barbara Blas and her team offer client-focused services designed to help individuals navigate complex financial decisions with clarity and confidence. As an advisor affiliated with Osaic Wealth, Inc., the firm provides access to a wide array of investment products and planning tools, backed by a strong national financial services network.
Blas & Associates emphasizes a holistic, relationship-driven approach, where each client’s unique financial goals and values shape the planning process. The firm places strong importance on educating clients, enabling them to make informed financial decisions while preparing for important life milestones such as retirement, estate transfer, or succession planning. Actively involved in the Hudson Valley community, they are known for maintaining long-term client relationships built on trust, transparency, and consistent engagement.
For more information, visit: http://www.barbarablas.com
Key Services:
– Retirement planning and income strategies
– Investment portfolio management
– Insurance and risk management solutions
– Estate and legacy planning
– Education and college funding strategies
– Financial planning for individuals and families
– Tax-efficient investment strategies
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Contact Info
- 70 Maiden Ln, Kingston, New York, 12401, United States
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Phone: (845) 339-4885
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