33
Growth Score in past quarter
pts
Heat Score 33 in past quarter
-15 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Events
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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2893521
Bliss Wealth Management offers personalized financial planning, retirement, and estate management services.
About the Company
Bliss Wealth Management specializes in providing personalized financial services. With a focus on retirement planning, estate management, and portfolio analysis, the firm aims to help clients retire with confidence. Led by Jeff Bliss, CEP, RFC, who brings over four decades of industry experience, Bliss Wealth Management is dedicated to treating
clients like family and ensuring their financial well-being. The company offers investment advisory services through Sound Income Strategies, LLC, emphasizing prudent financial strategies and effective estate management to control wealth distribution after death.