Blue Water Financial
Financial Services, 400 S Greenwood Ave, Easton, Pennsylvania, 18045, United States, 1-10 Employees
Phone Number: 61********
Who is BLUE WATER FINANCIAL
Blue Water Financial, LLC, is a full-service, independent financial planning firm specializing in retirement planning and estate conservation. Offering all of the resources of a large fir...
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Headquarters: 400 S Greenwood Ave, Easton, Pennsylvania, 18045, United States
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Employees: 1-10
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Revenue: Under $1 Million
Industry: Financial Services
SIC Code: 6282
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Frequently Asked Questions Regarding Blue Water Financial
Answer: Blue Water Financial's headquarters are located at 400 S Greenwood Ave, Easton, Pennsylvania, 18045, United States
Answer: Blue Water Financial's phone number is 61********
Answer: Blue Water Financial's official website is https://bluewaterfinancialllc.com
Answer: Blue Water Financial's revenue is Under $1 Million
Answer: Blue Water Financial's SIC: 6282
Answer: Blue Water Financial has 1-10 employees
Answer: Blue Water Financial is in Financial Services
Answer: Blue Water Financial contact info: Phone number: 61******** Website: https://bluewaterfinancialllc.com
Answer: Blue Water Financial, LLC, is a full-service, independent financial planning firm specializing in retirement planning and estate conservation. Offering all of the resources of a large firm through its affiliation with Triad-Advisors, Blue Water Financial remains nimble and client-oriented. We recognize that selecting the right financial planner can be difficult. To help ensure that we are the right fit, we offer a no obligation consultation to assess if we are the right firm to help you meet your financial goals. We pride ourselves on client education and making the complicated, uncomplicated so that you can make the most informed decisions for your financial future. We adhere to the Certified Financial Planner Board of Standards, Inc. (CFP Board) financial planning process, which includes: Establishing and defining the client-planner relationship Gathering client data, including goals Analysing and evaluating the clients financial status Developing and presenting financial planning recommendations and/or alternatives Implementing financial planning recommendations Monitoring financial planning recommendations
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