Meet Our Clients

Our Clients

At Blosser Harrison we provide cost effective, straight forward financial advice and asset management for businesses and individuals and estates. Below is a list of the various clients and industries we serve as well as the many stages of life or life events that we most commonly provide financial advice for. If you have a special financial or life need and do not see it mentioned below it may not mean we cannot help you. If you are unsure about your situation or financial need, please contact our office and ask to speak to a financial advisor.

Businesses

Vocational Training Schools

Law Firms

Physicians and Medical Groups

Dentists

Nurses

Manufacturers

Distributors

Agriculture and Farming

Import and Export Companies

Franchises

Real Estate Firms

Property Management Companies

Construction

Pest Control

Technology Companies

Cannabis 

Nursing homes

Food industry

Retail

Private Businesses

Certified Public Accountants

HVAC Contractors

Individuals & Families

Professionals

Retired 

Planning for Retirement

Affluent Families

Estates

Farming Families 

Business Owners

Stages of Life

Getting Married

Getting Divorced

Inheriting an Estate

Newly Appointed Trustee

Change of Trustees

Planning for College

Starting a Business

Expanding a Business

Mid-life Changes

Planning to Retire

Planning to Move

Loss of Spouse or Child

Planning for Long Term Care

Planning for Business

Business Succession Planning

Loss of Business Partner

Selling a Business

Medicare

Medi-cal Spend down

Social Security Income Planning

Tax Planning

Stock Portfolio Inheritence

IRA Inheritance

Required Minimum Distribution Income Planning

Multi-generational Wealth Transfers