Blue Financial Inc

Ge Long 

on Google

3 weeks ago

I attended a workshop here in Aiken, SC, sponsored by Blue Financial that was very informative and well laid out. I had a follow up call a couple of weeks later with Taylor, whose knowledge and expertise in this area is outstanding. His guidance and input, concerning tax implications as they pertain to my Social Security benefits and retirement savings, was greatly valued and appreciated. Taylor was clear and concise in addressing all of my questions and concerns, and I was left feeling like I had just got done speaking with... read more

Claire Elizabeth Barratt 

on Google

2 months ago

Blue Financial have a great outreach program and really make the extra effort to set up community seminars plus free follow-up consultations. I attended one at a local library which was on the subject of Social Security for retirement. I then had two phone calls with Nate, who was extremely helpful and I felt no pressure at all to sign up for any paid sessions. Now I will definitely give them a call in the future if I do need professional financial advice. 

Amber Jones 

on Google

2 months ago

My husband and I attended a workshop at our local library about social security sponsored by Blue Financial. The information that we received was life changing for us. Austin lead the workshop, however our follow up phone call was implemented by Taylor. He did a phenomenal job explaining to us what our financial future looked like as we grow closer to retirement. He was very knowledgable and helpful. He answered all of our questions and we felt confident with moving forward with the financial plan that was given to us. Taylo... read more

Joe Greene 

on Google

3 months ago

Evan and the team are very knowledgeable and really answered the questions I had about my best plan for retirement. Thanks to them, I feel a lot more sure about what to do and about life in retirement. I'm happy to recommend them to anyone who needs help in planning. 

Mike and Coni Portner 

on Google

3 months ago

We attended a Social Security workshop given by Blue Financial recently and were very impressed with the amount of information that we were provided! Austin did a great job at this presentation and we came away with a lot greater understanding of what would be our best strategy for our retirement and when to start our social security benefits. . The follow up phone conversations we had with Nate Carey were also more than beneficial! He provided us some great tax strategy advice on top of fully understanding our social securi... read more