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Blue Financial Inc
- Financial Services
- Charlotte, NC
About this business
Location details
5970 Fairview Rd Suite 712, Charlotte, NC, 28210, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Incredible!! My wife and I eyes were opened on exactly how Social security works and how important it is to understand the planning and strategies necessary to maximize that part of our lives. The thing is, every American needs this knowledge. Evan McCoy took us through step by step and left no stone unturned in explaining every detail. He is GREAT!!! We can make sound decisions regarding our Social security because of it.
My wife and I had a great experience working with Blue Financial, especially Evan McCoy. Evan was professional, knowledgeable, and took the time to clearly explain every step of the process. He was responsive, patient, and genuinely cared about finding the best solution for our situation. We highly recommend Blue Financial and Evan McCoy to anyone looking for trustworthy financial guidance.
I highly recommend Blue Financial and specifically Evan McCoy. My husband and I went to a free Social Security meeting at our public library and a week later was followed up with a phone call by Evan. He took some general information from us and within a couple weeks had put together a detailed analysis of our Social Security options. He was very detailed and made sure we understood our options. He was very knowledgeable and made us feel at ease discussing our retirement and Social Security options. I can’t say enough great ... read more
Austin was very knowledgeable regarding Social Security benefits. He was attentive to my specific needs and we worked a plan that would produce a positive outcome regarding maximizing SS benefits. I would recommend him for anyone exploring when to take social security. He is also a CFP so if additional financial planning is required he is well qualified.
Frequently asked questions about Blue Financial Inc
How is Blue Financial Inc rated?
Blue Financial Inc has a 4.9 star rating with 44 reviews.
When is Blue Financial Inc open?
Blue Financial Inc is open now. It will close at 5:00 p.m.
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