Blatt Financial Group

Apr 2024

Peter Blatt and his team truly value their clients. Not only does Peter make it a point to meet with me each quarter to go over my financial portfolio but also offers what is known as a "Dine and Discover" session once a month for all his clients to learn about a different topic each time and I also have the opportunity to meet new people. I highly recommend Center For Asset Management.

Oct 2015

The short period of time Peter Blatt has worked with me as my financial advisor has seen me through a rough ride in the market and saved my retirement plan from losses that would have pushed my retirement way out into the future. Peter gives me the top shelf attention that I think would be reserved for his largest clients. I had never worked with any financial advisor before and I got lucky when I chose Blatt Financial Group to help me with my retirement. I truly believe he has my best interests at heart.

Oct 2014

As a tax accountant, Enrolled Agent, in Palm Beach Gardens, I can tell you that Peter and his associates are a "breath of fresh air". I originally met Peter thru a mutual business associate over a year ago and got to know him and his investing style before my husband and I moved over our investments. As with any financial advisor, being knowledgeable yourself, as well as your advisor, is the key to any successful portfolio. Peter has educated myself over the last year with investing strategies, as well as my husband and business associates, thru his workshops and client appreciation dinners and for that, I am truly thankful.I highly recommend Peter and Blatt Financial...read full review