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VerifiedFinancial Services· Founded 2014

Blue Financial

At Blue Financial, we help great people make sound decisions so they can enjoy an amazing retirement. With hard work, thoughtful planning, and a clear vision of your goals, your financial plan can be the springboard to the life you’ve always envisioned. Our mission is to create stable, independent retirements — and it’s more than just our job, it’s our passion! Investment Advisory services offered through Blue Wealth Inc, a SEC Registered Investment Adviser.

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HeadquartersCharlotte, United StatesEmployees8(11 to 50)Annual revenue<$1MFounded year2014Websitebluefinancialinc.comLinkedIn profileLinkedIn

Verified contacts

7

available on Kipplo

LinkedIn employees

8

11 to 50 range

Open roles

no listings

Distinct roles

5

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

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Decision-makers and verified team members

7 contacts with verified email or phone · masked until revealed.

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Showing 1 of 7 verified contacts

Top roles at Blue Financial

5 distinct titles indexed · top 5 shown.

  • 3financial advisor
  • 1client support specialist
  • 1communication and relationship specialist
  • 1communications & relationship specialist
  • 1lead client service specialist

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