BlueSky Wealth Advisors - Fee-Only - NAPFA member

Financial Planners, Investing, Financial Advising

2131 S Glenburnie Rd #8, New Bern, NC 28562

Reviews for BlueSky Wealth Advisors - Fee-Only - NAPFA member

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  • Mar 2023

    Looking for a CFO for your life?! Want the security of knowing your tax liabilities have been limited and you have diversified wealth solutions to carry you long term through life financially? Blue Skies is an incredible veteran owned company that was started out of a passion to help people manage their money.BlueSky Wealth Advisors have an incredible wealth of knowledge and a passion for bringing financial portfolio literacy and top value management services to business owners. The founder David Blain did an incredible job sharing what a well rounded portfolio is and so much I had no idea about.Their fees are flat rate- no extras on investments. They develop a complimentary...read full review

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Hours

Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed

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BlueSky Wealth Advisors - Fee-Only - NAPFA member

2131 S Glenburnie Rd #8, New Bern

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