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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 |
Nate and the entire team were very professional and very helpful for us in making informed decisions about our retirement decisions. Highly recommended for anyone looking towards retirement planning. Thank you Nate and the team.
My husband and I attended a Social Security workshop to see if we were doing all we could to prepare for our retirement. We met Austin and he was very informative and we were given workbooks to take notes and after the meeting he offered other printed material and the option to have one on one phone call with Briggs to discuss what we have in place. Once we gave him the information, he set up a zoom meeting with us to discuss some option and scenarios. So thankful for this opportunity to meet with such a knowledgeable staff ... read more
Evan was great in explaining the strategies for my scenario. I really appreciate the breakdown of long term results.
My husband and I had an opportunity to attend a free financial seminar on Social Security and retirement. We were so impressed with the information we received. We also signed up for a free review. Evan from Blue Financial provided an excellent personalized presentation based on our specific financial standings and future retirement goals. He was very patient and willing to help us understand all that he presented. He was able to share information and provide guidance on Social Security benefit rules that we were not even aw... read more
When my husband and I attended a free Social Security benefits seminar at the library, I never thought I would have been as informed in the process of retiring with your benefits or preparing for retirement through the knowledge and helpful information explained to us at that meeting. And they actual gave a handout booklet to write down important facts to remember. From there, they give you the option to be contacted for a more personalized conference and with the information you give them they give a benefits breakdown with... read more
Frequently asked questions about Blue Financial Inc
How is Blue Financial Inc rated?
Blue Financial Inc has a 4.9 star rating with 53 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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