Blue Financial
Financial Service
Why pick this one
Blue Financial provides customized retirement planning strategies and offers complimentary Retirement Readiness Reports.
Best for
- Individuals seeking tailored retirement planning
- Clients wanting to maximize Social Security benefits
Look elsewhere if
- Looking for quick, one-time financial advice
- Budget-sensitive clients needing minimal service
Specialties
- Retirement Readiness Report
- Social Security Blueprint
Certifications
- CFP
- NSSA
What makes them different
- They provide customized retirement planning strategies
- Fiduciary commitment to placing client interests first
- Educational workshops throughout the year
- Comprehensive analysis of income, taxes, and investments
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 5970 Fairview Rd, Charlotte, NC 28210-0091
- Phone
- +17043021141
- Website
- https://bluefinancialinc.com/
Services
- Retirement planning
- Custom financial planning
- Investment strategies
- Tax-efficient strategies
- Estate planning