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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 |
I attended a seminar on the social security benefits and not only did Austin answered n any of my questions but in a follow up call gave me sound advice financially to prepare better for retirement
Blue Financial really goes above and beyond for their clients! With informative seminars in our area, they answer all of your questions and really listen to your needs. Nate put together a great plan for my individual needs and helped me navigate important decisions for my social security plan. Im very grateful for the folks at Blue Financial. I have recommended their seminars and services to my coworkers and my community. Many thanks Nate!!! Martin Hutchins
Nate at Blue Financial along with Austin gave a very good review of our Social Security and retirement options, I was very pleased !
The team at BlueFinancial of Austin, Nate & Melissa know the Social Security program! Together they provided a in-person group workshop to introduce the key concepts. That was followed up by a brief call to for individual Q&A. And, rounded out by a detailed online video call to share their projections based my income, assets and family dynamics. It was very enlightening in a no pressure, no judgement environment. As I apply their finding to my retirement plan, I will keep their contact info handy for my next steps.
The professionals (Austin & Alex) at Blue Financial provided excellent insight into understanding how Social Security works and ways to maximize the benefit for me and my wife. The analysis provided was very informative and will be useful for future financial planning. We are so grateful to Blue Financial for providing this service to the community. Absolutely well done and we highly recommend for all who will be eligible for SS in the near future to attend one of their seminars! Thanks again!
Frequently asked questions about Blue Financial Inc
How is Blue Financial Inc rated?
Blue Financial Inc has a 5 star rating with 31 reviews.
When is Blue Financial Inc open?
Blue Financial Inc is closed now. It will open on Monday at 9:00 a.m.
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