Blue Financial

• Staff & attitude▲
• Would recommend▲

• Taylor

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 a dear friend. I highly recommend Taylor and his team at Blue Financial.

• Staff & attitude▲

• Nate

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.

• Communication▲
• Staff & attitude▲

• Taylor
• Austin

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. Taylor , Austin, and Blue Financial were great and I would refer others to inquire of them for your financial needs. It was a Blessing to have worked with them.

• Staff & attitude▲
• Would recommend▲

• Evan

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.

• Quality & results▲
• Staff & attitude▲
• Would recommend▲

• Austin
• Nate
• Carey

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 security benefits, with a goal of minimizing our tax exposure later on in our retirement! Both of these gentlemen really presented themselves very professionally! We highly recommend contacting Blue Financial for anyone wanting to get a jumpstart on planning their future, not just in retirement. They are a fiduciary which is a MUST when looking for a good financial planner/advisor. They will definitely look out for your best interest! 100% recommend these guys! Thanks again for all your help! Mike & Coni Portner

• Staff & attitude▲
• Would recommend▲

• Nate

Nate and the entire team were very professional and very helpful for us in making informed decisions about our retirement decisions. Highly recommended for anyone looking towards retirement planning. Thank you Nate and the team.

• Staff & attitude▲
• Would recommend▲

• Austin
• Briggs

My husband and I attended a Social Security workshop to see if we were doing all we could to prepare for our retirement. We met Austin and he was very informative and we were given workbooks to take notes and after the meeting he offered other printed material and the option to have one on one phone call with Briggs to discuss what we have in place. Once we gave him the information, he set up a zoom meeting with us to discuss some option and scenarios. So thankful for this opportunity to meet with such a knowledgeable staff to make this next stage of our lives not so stressful. It's also nice to know that we can reach out to them at any time and they will help us if we have a change along the way. I highly recommend them if you are uncertain about your retirement plans.

• Communication▲

• Evan

Evan was great in explaining the strategies for my scenario. I really appreciate the breakdown of long term results.

• Staff & attitude▲
• Would recommend▲

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 aware of. Terrific experience and I highly recommend Blue Financial.

• Staff & attitude▲
• Communication▲

• Briggs

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 no pressure they just give you several scenarios at different stages of retirement for you to make informative decisions on when is best for you and your spouse to retire without surprises from "Uncle Sam"! Briggs was so knowledgeable and easy to talk with and constantly making sure we understood the information he was telling us. He explained everything perfectly and twice more if we didn't quite understand. Briggs was very patient with us and he gave us a gift of hope for my husband and I to be able to prepare for a happy retirement and I hope many years of enjoying each other with the adventures to be in our future together. Briggs and the staff have no idea the weight lifted from us to know they are there for you and will help you reach your retirement goal. Thank you so much!!