Bliss & Thompson Financial Services – Traverse City, MI

Bliss & Thompson Financial Services – Traverse City, MI2018-11-13T12:22:51+00:00

The information being provided is strictly as a courtesy. To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

Bliss & Thompson Financial Services

1020 Hastings Street, Suite 105
Traverse City, MI 49685
Phone: 231-933-6250
Fax: 231-933-0335
Visit Website

Steve Bliss

Steve Bliss

Phone: 231-933-6250

Registered Representative

Steve Bliss is a man who:

  • Has served in the Financial Services industry since 1981;
  • Has owned and operated his own financial services business for over 30 years;
  • Is licensed in Life and Health Insurance and is a Investment Advisor Representative with FSC Securities;
  • Receives continuing Education each year to keep abreast of current philosophies and new rulings in both industries.

Mr. Bliss is an estate planning and retirement specialist and President of Bliss Insurance and Financial Services. Steve brings the ability to develop priorities and implement strategies tailored to meet your specific financial goals and objectives.

Steve can also provide business development and succession plans to all types of businesses whether it is a well established business or newly launched endeavor.

Registered Representative

Terry works to assist in developing, securing and maintaining client business. He shares in the development, growth and success of the business while managing the day-to-day office operations and client inquiries. Terry is a registered assistant who has earned his securities registrations S6, S63 and S65 and is fully registered and licensed as a securities and insurance broker. He brings with him a positive attitude and the desire to learn and grow with the company helping clients consider the many questions and options they have regarding their future.

Terry and his wife Kelly have two sons, a senior at Grand Valley State University and a senior at Traverse City West High School. They have resided in Traverse City, Michigan for the past 24 years and are active in their church and community. Terry is an Assistant Coach for the Traverse City West Titan Varsity football team.

Securities offered through FSC Securities Corporation – a registered broker dealer. Member FINRA/SIPC. Insurance Services offered are not affiliated with FSC Securities Corporation.

Take the Next Step

Contact Us
Contact Us