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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 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
Alex was extremely helpful to us. He provided clear answers to our questions, leaving us with a much better understanding of our various options. We appreciated his patience as we worked through our questions during our discussion. Thanks!
I went to a seminar with BlueFinancial on Social Security. The seminar was excellent. The team was very knowledgeable and information was helpful. If you have an opportunity to attend it will be well worth your time.
Blue Financial and Evan were so thorough with the information that they provided to me and answered all of the questions I had. Prior to the workshop, and the two follow up phone calls, I didn't know how to begin planning my retirement. The phone calls, along with the print outs I received for a full break down of what retirement would like for me financially, help tremendously! I feel more secure with the path I'm on and more knowledgeable about taxes and investing. The information I received is invaluable.
Frequently asked questions about Blue Financial Inc
How is Blue Financial Inc rated?
Blue Financial Inc has a 4.9 star rating with 50 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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