Reviews for Blue Financial
Write a reviewHours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 4PM
Saturday: ClosedSunday: Closed
Ratings
Google: 5/5 BBB: A+Blue Financial
5970 Fairview Rd Suite 712, Charlotte
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Blue Financial is a financial advisory firm dedicated to helping individuals build a stable and independent retirement. Founded on the principles of hard work, meticulous planning, and a clear vision for the future, Blue Financial is committed to guiding clients towards their ideal financial goals. Led by advisors Alex Calott and Austin Powell, Blue Financial offers a range of services, including retirement planning, 401(k) management, and Social Security guidance. Clients have praised the team's professionalism, patience, and extensive knowledge of the financial landscape, with one reviewer stating that they "truly keep up with all going on in the financial world." Whether you're nearing retirement age or just starting to plan for the future, Blue Financial is dedicated to providing personalized advice and support to help you achieve financial independence. With a focus on tailored solutions and a commitment to putting the client's best interests first, Blue Financial is a trusted partner in building a secure financial future.