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Closed today
8 Wright St Suite 107, WestportClosed today
8 Wright St Suite 100, Westport“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 in your backyard! He made the process so much easier than I thought it would be. We had a conversation about the types of stocks and bonds that we wanted to invest in, and Charlie put the money where we wanted. I've been very happy with the results, all for a totally reasonable fee!“
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“Very pleased with the service I would highly recommend them. They’ve been very helpful.“