“Nic and Jeff are the best in the business. They have an amazing talent of making complex ideas easy to understand. Thrilled that they are my financial advisor team!“
“If I could give more than 5 stars, I would. I went to a SS seminar and found all those involved professional, kind, and welcoming. I had a follow-up call with Austin to determine when it would be best to start taking my benefits. He also reviewed my 401K and then met with me on a Zoom call and discussed all options available to me. He gave me a variety of options and we discussed the pros and cons. He was extremely patient, professional, and I was so impressed with his knowledge base. He truly keeps up with all going on in the financial world and even recommended avenues for me that did not include investing with his company. He is truly one of a kind and available to offer guidance and help for what is best for his clients. I would highly recommend Alex, Austin and Blue Financial for all ages of people who want to plan and work on their financial future.“
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
“I have been very satisfied with the results and support I have been receiving from Ryan Smith. He is very meticulous and driven to insure my investments are in the right place making me feel good about my retirement planning. I can always count on Ryan to be there whenever I have a question and he responds with a very thorough and simplified explanation. I feel he has given me the best advice and direction when it comes to my financial plans. I highly recommend Ryan for future financial needs.“