Quality. Integrity. Teamwork.

At BLS Financial Group, our mission is to serve as your dependable financial advisor, providing guidance and knowledge to help you achieve long-term financial success. With our team’s extensive experience, we’re dedicated to understanding your unique goals and aspirations and developing personalized strategies to help you thrive for generations to come. We recognize that your financial well-being extends beyond market performance and that your family’s future and personal fulfillment are paramount. Our comprehensive approach combines in-depth market insights with a deep understanding of your values and priorities, allowing us to deliver tailored solutions that make a meaningful difference in your life. We’re committed to fostering a collaborative and supportive environment, where we can build strong relationships with you and your family and connect you with a network of resources and knowledge to help you grow and prosper.

Pillars to exceed client expectations

  • Proactive portfolio management
  • Planning
  • Communication
  • Fact-based activity
  • Value-added services
  • Client centric experience

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standards and Poor AA- and A/stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Global Insight Monthly

GI Monthly

Five disruptors to the U.S. economic cycle

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

Read more in Global Insight Monthly

Latest Insights

Woman entering her credit card number into her laptop

Keep your holiday shopping merry by warding off fraudsters

With so many transactions taking place, the holiday season is prime time for cybercriminals.

Read more

Meet the team

team photo

Learn more about the BLS Financial Group. 

Jonathan Modiano

Jonathan Modiano

Managing Director – Private Wealth Financial Advisor

Adam Jones

Adam M. Jones

Managing Director – Private Wealth Financial Advisor

Mark Steinberg

Mark A. Steinberg, CFP®, CRPC®

Managing Director - Financial Advisor

Tricia Fitzsimmons

Tricia Fitzsimons

Associate Vice President, Senior Business Associate

Kristen Charlton

Kristen Charlton

Associate Vice President, Senior Financial Associate

Daniel Welsh

Daniel Welsh

Senior Investment Associate

Contact

BLS Financial Group

248-336-5145
jonathan.modiano@rbc.com

Let's start the conversation

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