Blue Chip Financial

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

2435 N Central Expy Ste 1508, Richardson...

Phone Number

(972) 669-4102

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Blue Chip Financial

Blue Chip Financial, Inc. specializes in wealth management, offering customized programs designed to grow and conserve clients' wealth while providing personalized service. Their expertise includes retirement planning, investment strategies, estate management, and tax optimization, tailored to meet individual client needs. The firm emphasizes trust, honesty, and integrity, ensuring they understand their clients' financial situations and goals. They utilize a technology-driven approach combined with time-tested strategies to navigate the complexities of today's financial environment.Explore more
Blue Chip Financial's Social MediaPopular SearchesBlue Chip Financial IncBluechip Financial Planning IncBlue Chip FinancialBlue Chip Financial ServicesBlueChip FinancialSIC Code 62,628NAICS Code 52,523Show more

Blue Chip Financial Org Chart

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TC
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Chief Financial Officer

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Charles Manthey, President at Blue Chip Financial
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President

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VP
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Relationship Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Blue Chip Financial

<$5M
1-10
Private
-
1992
TC
T. CasonChief Financial Officer
<$5M
1-10
Private
-
2014
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
RH
Robert HerrmannFounder & CEO
<$5M
1-10
Private
-
2012
JB
J. BathurstCo-Founder & Chief Technology Officer
<$5M
1-10
Private
-
2010
ML
Megan LacroixDirector, Marketing & Development
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Blue Chip Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Blue Chip Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Blue Chip Financial.

Blue Chip Financial Tech Stack

A closer look at the technologies used by Blue Chip Financial

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Frequently Asked Questions Regarding Blue Chip Financial

What is Blue Chip Financial's official website?
Blue Chip Financial's official website is www.bluechipservices.net
What is Blue Chip Financial's Revenue?
Blue Chip Financial's revenue is <$5 Million
What is Blue Chip Financial's SIC code?
Blue Chip Financial's SIC: 62,628
What is Blue Chip Financial's NAICS code?
Blue Chip Financial's NAICS: 52,523
How many employees does Blue Chip Financial have?
Blue Chip Financial has 1-10 employees
What industry does Blue Chip Financial belong to?
Blue Chip Financial is in the industry of: Finance, Securities Trading
What is Blue Chip Financial competition?
Blue Chip Financial top competitors include: Prestige Wealth Management, smoakfinancialsolutions.com, Herrmann Financial Group, Senior Advisors
What technology does Blue Chip Financial use?
Some of the popular technologies that Blue Chip Financial uses are: Cloudflare Website Optimization, Cloudflare CDN, Datadog, Google Font API
Who is the CFO of Blue Chip Financial?
Blue Chip Financial's CFO is T. Cason
How do I contact Blue Chip Financial?
Blue Chip Financial contact info: Phone number: (972) 669-4102 Website: www.bluechipservices.net
What does Blue Chip Financial do?

Blue Chip Financial, Inc. specializes in wealth management, offering customized programs designed to grow and conserve clients' wealth while providing personalized service. Their expertise includes retirement planning, investment strategies, estate management, and tax optimization, tailored to meet individual client needs. The firm emphasizes trust... , honesty, and integrity, ensuring they understand their clients' financial situations and goals. They utilize a technology-driven approach combined with time-tested strategies to navigate the complexities of today's financial environment.Read More

What are Blue Chip Financial social media links?
Blue Chip Financial Linkedin page
Is Blue Chip Financial a public company?
Blue Chip Financial is private company therefore does not currently have an official ticker symbol
See more information about Blue Chip Financial

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