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March 2024 by The Vanilla Bean
If I could give more than 5 stars, I would. I went to a SS seminar and found all those involved professional, kind, and welcoming. I had a follow-up call with Austin to determine when it would be best to start taking my benefits. He also reviewed my 401K and then met with me on a Zoom call and discussed all options available to me. He gave me a variety of options and we discussed the pros and cons. He was extremely patient, professional, and I was so impressed with his knowledge base. He truly keeps up with all going on in the financial world and even recommended avenues for me that did not include investing with his company. He is truly one of a kind and available to offer guidance and help for what is best for his clients. I would highly recommend Alex, Austin and Blue Financial for all ages of people who want to plan and work on their financial future.
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December 2023 by Allen Fraley
I worked with Austin and Alex of Blue Financial and both were very knowledgeable and prepared to give me great guidance and advice. I had talked to other companies before that left me more confused than confident on how to proceed as I am reaching retirement age. I highly recommend you give them a call if you need help with financial planning.
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December 2023 by Rob Garrett
We met with Austin, Alex, and Sara for help with my Social Security, Medicare, and Disability. We also had several phone conversations with them. The amount of assistance they provided was absolutely amazing.I would highly recommend them for any of these financial decisions.
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October 2023 by Carla Hampton
The presentation Austin gave to a group of people was so helpful. He answered all our questions that we wondered about, with getting close to receiving our SS. We had two phone calls with Austin. First we gave him our information and then he gave us the info that we needed, to know the best time to file. He broke it all down for us, now we have a good idea of where we will be financially when we retire. Austin was great, friendly and professional. We would recommend Austin from Blue Financial.
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October 2023 by Nisar Khatri
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.
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July 2023 by Jonathan Chiott
I’ve worked with Alex, Austin and the Blue Financial team for several years and have been extremely happy with their performance. I’ve found them to be very knowledgeable, professional and dedicated to providing the best client experience possible.In the very difficult business of financial services their honesty and integrity is both rare and comforting.I trust them implicitly and I’m happy to recommend them any and every chance I get!
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June 2023 by Sue Angulo
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..
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May 2023 by Ronald Beck
The Social Security overview that was given by Austin at my local library was informative, and I'm very glad my friend and I went. I do recommend attending one. I talked with Austin again over the phone, providing him with some specific info. Later, I meet Alex via Zoom to go over my free Retirement Readiness Report, which I also received a copy of. The report give me a good idea of my financial situation during retirement, and it helped me decide at what age I should begin receiving SS benefits. Everyone was very considerate and easy to talk with.
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May 2023 by Kurt Hall
I attended a social security presentation by Austin that laid out a financial picture of 3 buckets: liquid assets, income and growth- to provide rules of road, then detailed rules of social security as part of your income bucket. It was done in a concise and most professional way. Then I met with Alex and he provided my wife and I a detailed plan with timing choices and recommendation pointing out the pros and cons of each choice. All of our questions were answered. We were greeted with a warm welcome by Kim and felt valued by very kind and caring professionals during our visit with Alex. No pressure, just honest and caring team of professionals that left us well informed and confident in our financial future. Genuinely the best of the best. A++++++
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March 2023 by Maureen Griffin
I met Alex Calott and Austin Powell through a free workshop at our library about social security benefits. They were both extremely helpful in every way and delivered even more than they promised, which was that we would be confident that we were maximizing our S.S. benefis. They cane up with a plan for us that we did ot know was a possibility. There was no hard sale at all, just the opportunity to use their wealth management services at NY point we felt the need. Utterly professional, knowledgeable, helpful! Highly recommend.
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October 2022 by Jacob Deese
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!
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October 2022 by Dashawn Holmes
Helped me tremendously. I truly don't know where I would be in my financial journey without Austin. Can't say enough good things about him. Thanks Shawn & Carmen
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October 2022 by Ellen Civitello
Everyone in this office is more than pleasant & knowledgeable, from reception, to Alex & Austin. We work with Alex Calott, & he has our retirement plan well on the way to being as optimized as possible! The software that shows the growth & risk factors on a year to year basis is so helpful, & shows we don't have to worry about a thing. Alex knows just where our money needs to be, & makes everything worry-free when it comes to choosing the best allocations of our funds. I encourage everyone looking for financial peace of mind to meet with Alex & Austin. We feel like valued friends, rather than just customers!
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October 2022 by Rickey Jones
Am 36 years old, before coming to blue financial. I thought I had my plan for success in order. But after meeting with Alex Calott and Austin Powell they said I had a good plan but they can make it more beneficial for me and my son, and saving me money too. Customer service is one of a kind, they have the best snacks, plus they have your name on the board the very family oriented, cool and funny dudes to be around. They are honest because they told me, If they cannot do better than what I already had in order for my retirement and health care then they would leave it as it is.3 years laterAlex has do it again. Finding and information me about what to put me money into now. Because I call and talk to him about twice about a new way to make some money. He always says if it has no negative then it's too good to be true, stay away from it. Thanks again
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October 2022 by Alan Leighton
Great resource for Social Security and retirement planning. I have also referred 3 of my closest friends as we are all getting close to retirement. Both Austin and Alex are knowledgeable and professional. Highly recommend.
