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Blue Rock Financial Group
- Financial Services
- Wilmington, DE
About this business
Location details
1 Avenue of the Arts, #101, Wilmington, DE, 19801, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:00 p.m. | |
| Tue | 8:30 a.m. to 5:00 p.m. | |
| Wed | 8:30 a.m. to 5:00 p.m. | |
| Thu | 8:30 a.m. to 5:00 p.m. | |
| Fri | 8:30 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
James Whalen, Todd Roselle, and the Blue Rock Financial team have been my trusted financial advisors for both personal and business matters over the past 10 years. Their professionalism, expertise, and exceptional service consistently exceed expectations. I highly recommend their services to anyone seeking top-tier financial guidance and support.
I am thrilled to have James Whalen as my financial advisor. He is so patient with me at the age of 78, knowledgeable and comfortable to work with. I would pick 10 Stars if that was doable. He is a great asset to the Blue Rock Financial Group and I hope I will never lose him as my financial advisor.
Todd and his team are top notch! Real professionals who have provided my wife and I with a very successful portfolio. I can't thank them enough.
James at Blue Rock Financial is exceptional! His deep knowledge, professionalism, and personalized approach truly set him apart. James took the time to understand my financial goals and created a tailored plan that gave me confidence in my financial future. His communication is clear, and he’s always available to answer questions or provide guidance. If you’re looking for a financial advisor who genuinely cares about your success, James is the one. Highly recommend!
Blue Rock has been our financial advisors for over 10 years. They helped us make great choices in investing our money wisely for retirement. They developed annual action plans allowing us to retire right on schedule. Todd and James are experienced professionals that explain everything they are doing in detail. They made us feel confident we were on the right track. Even after retirement, they continue to watch over our portfolios and advise us on investments, allocations and disbursements. They certainly deserve my 5 star ra... read more
Frequently asked questions about Blue Rock Financial Group
How is Blue Rock Financial Group rated?
Blue Rock Financial Group has a 5 star rating with 43 reviews.
When is Blue Rock Financial Group open?
Blue Rock Financial Group is closed now. It will open tomorrow at 8:30 a.m.
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