Blue Financial

Mar 2024

If I could give more than 5 stars, I would. I went to a SS seminar and found all those involved professional, kind, and welcoming. I had a follow-up call with Austin to determine when it would be best to start taking my benefits. He also reviewed my 401K and then met with me on a Zoom call and discussed all options available to me. He gave me a variety of options and we discussed the pros and cons. He was extremely patient, professional, and I was so impressed with his knowledge base. He truly keeps up with all going on in the financial world and even recommended avenues for me that did not include investing with his company. He is truly one of a kind and available to...read full review

Dec 2023

I worked with Austin and Alex of Blue Financial and both were very knowledgeable and prepared to give me great guidance and advice. I had talked to other companies before that left me more confused than confident on how to proceed as I am reaching retirement age. I highly recommend you give them a call if you need help with financial planning.

Dec 2023

We met with Austin, Alex, and Sara for help with my Social Security, Medicare, and Disability. We also had several phone conversations with them. The amount of assistance they provided was absolutely amazing.I would highly recommend them for any of these financial decisions.