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9AM - 5PM
2548 Plantation Center Dr B, Matthews9AM - 4PM
5970 Fairview Rd Suite 712, Charlotte“Blue Financial really goes above and beyond for their clients! With informative seminars in our area, they answer all of your questions and really listen to your needs. Nate put together a great plan for my individual needs and helped me navigate important decisions for my social security plan. Im very grateful for the folks at Blue Financial. I have recommended their seminars and services to my coworkers and my community. Many thanks Nate!!!
Martin Hutchins“
9AM - 5PM
8815 University E Dr #115, Charlotte“Five star to this Business, the Owner and the staff have high customer service criteria.“
9AM - 5PM
Woodward Building, 11215 N Community House Rd Suite 775, Charlotte“Nic and Jeff are the best in the business. They have an amazing talent of making complex ideas easy to understand. Thrilled that they are my financial advisor team!“
8AM - 4PM
6115 Park S Dr #200, Charlotte“If you are looking for non biased advice and someone to review your entire financial picture, this is where to go“
9AM - 5PM
4350 Congress St UNIT 300, Charlotte“Joe Miller in the Charlotte Southpark office was tremendous help to me with some confusing numbers and dynamics in my life insurance policy. He was generous with his time and eager to give me clarity.“
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
“I highly recommend Sarah and her team for all of their services. They have earned my complete trust and confidence. Over the years, she has handled tax planning and prep, both individual and small business, for my dad and myself. She has guided us through retirement and estate planning along with successful investment strategies. We have greatly benefited from her services and advice, so I most definitely recommend her as a trustworthy partner for anyone's financial needs.“