Reviews for Blue Financial

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  • Sep 2025

    Blue Financial is a financial advisory firm dedicated to helping individuals build a stable and independent retirement. Founded on the principles of hard work, meticulous planning, and a clear vision for the future, Blue Financial is committed to guiding clients towards their ideal financial goals. The team offers a range of services, including retirement planning, 401(k) management, and Social Security guidance. They provide informative seminars and group workshops to introduce key concepts, followed by personalized advice. The analysis provided is very informative and useful for future financial planning, delivered in a no pressure, no judgement environment. Clients have praised the team's professionalism and extensive knowledge, stating they truly keep up with all going on in the financial world. Whether you're nearing retirement age or just starting to plan, Blue Financial is dedicated to providing personalized advice and support to help you achieve financial independence. They go above and beyond to answer all of your questions and really listen to your needs, putting together a great plan for your individual situation. With a focus on tailored solutions, Blue Financial is a trusted partner in building a secure financial future.

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Hours

Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 4PM
Saturday: ClosedSunday: Closed

Ratings

Google Google: 5/5 BBB BBB: A+

Map & Location

5970 Fairview Rd Suite 712, Charlotte

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