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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 |
My wife and I were invited to a presentation at our local library. I was dubious as I anticipated a financial company attempting to sell us their newest and greatest investment opportunities. We instead were provided helpful information regarding our Social Security benefits by Austin. He answered all of our questions. He additionally sent us out packages specifically regarding our benefits and followed up with a zoom call. And never once pushed his company’s investments. A truly altruistic strategy, which we were grateful f... read more
Blue Financial exceeded my expectations with their incredible Social Security Benefits course. Austin delivered the information in a clear, engaging, and highly informative manner, making complex topics easy to understand. Best of all, the course was completely free of charge! To top it off, they offered a one-on-one Social Security strategy session with their advisor, Nate. Nate was knowledgeable, patient, and thorough in tailoring a strategy specific to my needs and goals. I walked away feeling empowered and confident in m... read more
Blu Financial services go unmatched in the industry. Their service is marked by efficiency, and excellent knowledge of the industry. Teaming up with them has been exceptional. I am always impressed by their commitment to going to a level “second to no one” to ensure customer satisfaction They have a strong commitment to their customers and success. Communication with them is always clear and transparent. Alex Calott is an admirable professional and maintains a true passion for his clients. The “entire staff” are consummate c... read more
I am recently retired, but not Social Security benefits eligible. I registered for a local Social Security Workshop held in my area to gain basic knowledge. Unfortunately, I had to cancel. I was shortly contacted by Ms. Melissa Reynolds, who registered me for a telephone consultation with Mr. Austin Powell. Austin is absolutely amazing. He was very respectful, pleasant, understanding, and most patient with me. He made sure I understood his answers to my MANY questions. As a senior, I am sometimes spoken to with less than res... read more
If I could give Austin Powell, CFP / Blue Financial 10 stars I would. Austin Powell, CFP / Blue Financial hosted a seminar - Social Security Simplified. We opted for a return call. They called us back the date and time we requested and still only wanted to help us - no hard sells, just interested in helping my husband and I. I highly recommend Austin Powell, CFP and the team at Blue Financial for any of your SS questions or needs to secure your future. They offered guidance and support as I try to navigate when I can retire ... read more
Frequently asked questions about Blue Financial Inc
How is Blue Financial Inc rated?
Blue Financial Inc has a 5 star rating with 25 reviews.
When is Blue Financial Inc open?
Blue Financial Inc is closed now. It will open tomorrow at 9:00 a.m.
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