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Reviews for Blue Rock Financial Group - Financial Planning
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Blue Rock Financial Group - Financial Planning
112 French St Suite 105A, Wilmington
Directions Call Website Suggest an Edit
112 French St Suite 105A, Wilmington
Directions Call Website Suggest an Edit
James Whalen, Todd Roselle, and the Blue Rock Financial team have been my trusted financial advisors for both personal and business matters over the past 10 years. Their professionalism, expertise, and exceptional service consistently exceed expectations. I highly recommend their services to anyone seeking top-tier financial guidance and support.
I am thrilled to have James Whalen as my financial advisor. He is so patient with me at the age of 78, knowledgeable and comfortable to work with. I would pick 10 Stars if that was doable. He is a great asset to the Blue Rock Financial Group and I hope I will never lose him as my financial advisor.
James at Blue Rock Financial is exceptional! His deep knowledge, professionalism, and personalized approach truly set him apart. James took the time to understand my financial goals and created a tailored plan that gave me confidence in my financial future. His communication is clear, and he’s always available to answer questions or provide guidance. If you’re looking for a financial advisor who genuinely cares about your success, James is the one. Highly recommend!