Blue Financial
Financial AdvisingHours:
5970 Fairview Rd Suite 712, Charlotte NC 28210 Hours
Most Recent Reviews
October 2023
I retired recently. i attended few seminars on retirement and social security. never got straight answer. one meeting with Alex cleared this confusion with data and facts. OUTSTANDING Support. Thanks a lot.
June 2023
The knowledge we received was priceless.. We are completely grateful for Blue Financial. We highly recommend this company and great service We received. Austin did an amazing job..
October 2022
The most genuine and honest financial advisement anyone could ask for! Austin is the best and will individualize a plan to get and keep you on the road to success and security!
More Comments(16)
About Blue Financial
Building a blueprint for your financial future. We believe that with hard work, meticulous planning and a clear idea of where you want to go, your financial plan can be the channel to realizing your ideal life. Blue Financial is built upon developing a stable, independent retirement for you. It's not just our job—it's our passion. Alex Calott & Austin Powell provide advisory services through J.W. Cole Advisors, Inc. J.W. Cole Advisors, Inc. and Blue Financial, Inc. are unaffiliated entities. Alex Calott & Austin Powell provide insurance services through Blue Financial, Inc.
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