Reviews for Blue Rock Financial Group - Financial Planning

Sep 2023

I have had an outstanding experience with Todd! His expertise and personalized approach truly sets him apart. He took the time to understand my financial goals and tailored a comprehensive plan that exceeded my expectations. His communication is impeccable and he always keeps me informed and educated about my investments. I can confidently say Blue Rock has made a significant positive impact on my financial future. I highly recommend their services to anyone seeking financial guidance.
Mar 2023

James did a great job with a complete but concise review of our financial situation and the plan to continue to improve it. Blue Rock is always looking to help us out with our finances
Feb 2023

I have been an Advisor with BRFG for just over a year now. My history in the financial business is long and as a CFP I was always looking for a firm that took the idea of team work to the level I was used to in the Air Force. Blue Rock, with our founder Todd Roselle, takes customer support and advice to a level I never thought this business could reach. We all work together and our growth is a great reflection of our clients confidence, which we take very seriously. Highly recommend the entire team at Blue Rock Financial Group!

From Blue Rock Financial Group - Financial Planning

Blue Rock Financial Group is a financial services firm offering a fee-based platform which provides comprehensive financial advice and services to individuals and business owners. Our Financial Planning Process is centered around our client’s unique goals and objectives. Our independence provides our clients access to the very best resources in the industry while delivering personal, customized service. This understanding gives our clients the confidence and perspective to stay focused on their customized plan.