Blunt Wealth Services Email Formats

Investment, Funds and Trusts • 2601 Saturn St, Brea, United States • 1-10 Employees

Blunt Wealth Services Email Formats

Blunt Wealth Services uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@raymondjames.com), used 100% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@raymondjames.com	100%

Key Contact at Blunt Wealth Services

Jack Abbott

Director of Operations

Company overview

Headquarters	2601 Saturn St, Brea, California 92821-6702, US
Phone number	+16572162496
Website	bluntwealthservices.com
Keywords	Investments, Succession Planning, Wealth Management, Asset Allocation, Retirement Planning, Wealth Transfer, Mergers & Acquisitions, Estate Planning, Investment Management, Certified Divorce Financial Analyst, Family Financial Advisor
Founded	1962
Employees	1-10
Socials

About Blunt Wealth Services

Blunt Wealth Services is a dedicated team managing multi-generational wealth with a focus on education, empowerment, and personalized financial roadmaps. Aligned with Raymond James, we leverage cutting-edge technology and robust resources while maintaining the independence to act solely in our clients' best interests. Our mission is simple: to help people live their best lives through financial empowerment and community. We take a concierge approach, building lifelong relationships for an elevated advisory experience—what we call Simple and Elegant Wealth Management. This means tailored guidance, proactive planning, and a dynamic approach to wealth management. Through one-on-one advising, educational workshops, and social events, we simplify financial complexity, creating clarity and confidence for our clients. At Blunt Wealth Services, it’s not just one thing that sets us apart—it’s everything combined. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Blunt Wealth Services is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Blunt Wealth Services has never raised funding before.

Frequently asked questions

Blunt Wealth Services is located in 2601 Saturn St, Brea, US.

You can reach Blunt Wealth Services at +16572162496.

Blunt Wealth Services was founded in 1962, making it 64 years old. The company has established itself as a significant player in its industry over this time.

Blunt Wealth Services has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Blunt Wealth Services

Jack Abbott

Director of Operations

4.8

40,000 users