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Bliss & Thompson Financial Services

3409 Veterans Drive, Suite 1
Traverse City, MI 49684
Phone: 231-933-6250
Fax: 231-933-0335
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Registered Representative

Terry, has been the acting business’s owner and chief advisor since March of 2019. He started off assisting in developing, securing and maintaining client business and has embraced the strong culture of exemplary client service and dedication that Mr. Bliss has made part of the business model here for over 38 years. Terry is strongly dedicated to providing superior service and carefully thought-out advice for his clients and he gladly welcomed the opportunity to be the owner of a small advisory firm and carry on the tradition of endeavoring to ensure that every decision is made with clients’ best interest in mind. Terry is a fully licensed financial advisor who has earned his securities registrations S6, S63, S65. and S7. He is an Investment Advisor Representative with Osaic Wealth, Inc and is also licensed for Life and Long-Term Care Insurance and Variable Annuities which allows him to focus on integrating clients’ personal and financial goals into a cohesive, straight forward easy to understand financial plan, providing clients with the clarity and options to help them achieve their needs and goals.

Bliss & Thompson Financial Services is committed to protecting families and businesses by securing their legacies for future generations, and continues its association with our broker/dealer Osaic Wealth, Inc. This relationship has allowed us to draw from a vast array of intellectual resources and many years of comprehensive financial planning expertise to achieve client goals.

Terry married the love of his life Kelly in 1992 and have been blessed to raise two wonderful sons in this community. They have resided in Traverse City, Michigan for the past 27 years and are active in their church and community. Terry enjoys spending time with his family and friends, photography, hockey, convertibles and you can probably find him on the sidelines of the TC West football game on any given Friday night during the season.

Branch Office Administrator

Jenny comes to us with two successful previous careers in retail management and aviation, bringing with her a great understanding of how to service clients and make their experiences great. She will be our Branch Office Administrator and will be looking to get fully licensed in securities to establish a new career that will be her calling until retirement.

*Not registered with Osaic Wealth, Inc.

Securities offered through Osaic Wealth, Inc – a registered broker dealer. Member FINRA/SIPC. Insurance Services offered are not affiliated with Osaic Wealth, Inc.

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