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Blue Keel Financial Planning
8 Wright St Suite 100, Westport
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Blue Keel is amazing! My husband recently became an independent contractor. When he did, we had a lot of money in his 401K plan, that we weren't sure what to do with. His company was going to charge us a huge fee to keep it with them, so we needed to do something! From a referral, we found Charlie, with Blue Keel. He explained all of our options and then once we decided on a solution, he was able to send me over step by step instructions on how to follow through with everything. I was a little worried, since he's on the east coast, and we're on the west coast, but he eased all of my worries. It turns out, you don't need your financial planner to be... read full review