Guiding Families Toward Financial Confidence

A Partner in Your Financial Journey

Since joining Financial Services of America in 2002, Jeffery (Jeff) Bleim has been dedicated to helping individuals and families achieve their unique financial goals. With over two decades of experience, Jeff’s approach is rooted in personalized service and a commitment to building strong, lasting relationships with his clients.

As an Investment Adviser Representative with FSA Advisors, Jeff is well-equipped to provide thoughtful and comprehensive financial guidance. He also holds Life and Property & Casualty Insurance licenses, enabling him to offer a wide range of services tailored to each client’s needs.

Focused on What Matters Most

Jeff believes that financial planning is about more than just numbers—it’s about understanding what matters most to his clients. Whether it’s planning for retirement, preserving assets, or pursuing long-term financial stability, Jeff takes the time to craft strategies that align with his clients’ unique goals and priorities. His mission is to guide families as they plan for their financial future, providing education and strategies tailored to their goals. 

A Family Man and Community Leader

When he’s not helping clients navigate their financial journeys, Jeff finds joy in spending time with his family. He’s a devoted husband to Christina and a proud father to their son, Alexander. Jeff is also deeply involved in his local community, coaching football and baseball to inspire and support the next generation. His values of teamwork, dedication, and mentorship shine through in every aspect of his life.

Why Clients Trust Jeff

Jeff is known for his approachable and practical communication style. He focuses on helping clients understand financial concepts and make informed decisions. His approach emphasizes clarity and education, while acknowledging that all financial strategies involve risks and may not achieve specific outcomes.

A Note from Jeff:

“Helping families achieve their financial goals is more than my job—it’s my passion. I’m here to guide my clients through life’s financial decisions with honesty, care, and a commitment to their success.”