George Blais III, a financial professional, has provided financial planning and investment advice for clients for more than 19 years. He has managed his clients through some of the most challenging investment environments in decades. George has customized and continually evolved his financial planning practice to provide quality service for clients. His caring dedication and trusting relationships with his clients has been the cornerstone behind his business. Above all else, he values the relationships he has established with people as they work toward a financial goal.
George’s business success is based on realistic long term planning and relationship management. He is known for his ability to guide individuals towards a long term objective while understanding and reducing the risks to accomplish the objective.
George’s education has taught him how to provide comprehensive planning for his clients. He is an expert in financial planning, retirement planning, tax preparation and planning, education planning, business planning and book keeping, and estate planning.
George is a recognized Certified Public Accountant and Certified Financial Planner™. He has earned his bachelor’s degrees in Accounting from University of South Alabama and Finance from Auburn University. He holds FINRA Series 7, 24, 63, and 65 licenses as well as insurance licensed. He has owned his own investment business and been a registered principal since 2003. Previously he completed the Financial Advisor Development training program while he was employed by First Union Securities and participated in an internship with Merrill Lynch during his studies.
George is married to Meaghan and they are proud parents of Brandon and Scarlett. In his leisure he enjoys watching sports, fishing and spending time with family and friends.