logo for Blue Financial

Blue Financial

Finance · North Carolina, United States · <25 Employees

View Company Info for Free

About

Headquarters

5970 Fairview Rd Ste 712, Charlotte, North Caro...

Phone Number

(704) 302-1141

Revenue

<$5 Million

Industry

Finance General Finance

Who is Blue Financial

Blue Financial is an independent financial services firm serving clients throughout North Carolina and the Southeast. We have developed our busines s by pursuing, nurturing, and maintaining close relationships with each of our clients. Alex Calott & Austin Powell founded Blue Financial as a family company built upon developing a secure, independent retirement for each and every client. Alex is a wealth advisor and partner at Blue Financial. He obtained his degree from UNC Charlotte where he was the Conference USA Scholar Athlete of the year. Austin and Alex met as tennis opponents but found victory as doubles partners... Austin Powell, CFP®, NSSA ® is a wealth advisor and partner at Blue Financial. He obtained a bachelors degree in business administration with a financial concentration from North Carolina State University where he was also an All-ACC tennis player... Retirement lifestyle is in your hands, but it will take planning to get you to where you want to be. Hope is not a very reliable strategy, so if you want to own your future, you must begin to plan for retirement...today. We want to help. Please contact us by filling out the form below, or by calling us at 704-302-1141. We can meet with zero obligation on your part. If you can invest one hour today for a Customer Care Needs Analysis discussion we can place you on the path towards owning your tomorrows.Read more

Blue Financial's Social MediaPopular SearchesBlue Financial IncBlue Beach Financial IncBlue financial Company of Ny IncSIC Code 62,628NAICS Code 52,523Show more

Blue Financial Org Chart

PhoneEmail
Austin Powell
Austin Powell

Advisory Services

PhoneEmail

PhoneEmail

PhoneEmail

Similar Companies to Blue Financial

Illustration of an envelope

Top Companies in United States

Top 10 companies in United States by revenue

Top 10 companies in United States by number of employees

Top 10 companies in United States by total funding amount

See top companies

Most Recent Scoops

Feb 3 2021
Funding
See more scoops

Blue Financial News & Media

Read more news

Frequently Asked Questions regarding Blue Financial

Where is Blue Financial located?
Blue Financial's headquarters are located at 5970 Fairview Rd Ste 712, Charlotte, North Carolina, 28210, United States
What is Blue Financial's phone number?
Blue Financial's phone number is (704) 302-1141
What is Blue Financial's official website?
Blue Financial's official website is www.bluefinancialinc.com
What is Blue Financial's Revenue?
Blue Financial's revenue is <$5 Million
What is Blue Financial's SIC code?
Blue Financial's SIC: 62,628
What is Blue Financial's NAICS code?
Blue Financial's NAICS: 52,523
How many employees does Blue Financial have?
Blue Financial has <25 employees
What industry does Blue Financial belong to?
Blue Financial is in the industry of: Finance General, Finance
What is Blue Financial competition?
Blue Financial top competitors include: Clearview Financial Strategies, Bussenger Financial Group, Lipscomb Investment Group, Oxford Retirement Advisors
How do I contact Blue Financial?
Blue Financial contact info: Phone number: (704) 302-1141 Website: www.bluefinancialinc.com
What does Blue Financial do?

Blue Financial is an independent financial services firm serving clients throughout North Carolina and the Southeast. We have developed our business by pursuing, nurturing, and maintaining close relationships with each of our clients. Alex Calott & Austin Powell founded Blue Financial as a family company built upon developing a secure, independent... retirement for each and every client. Alex is a wealth advisor and partner at Blue Financial. He obtained his degree from UNC Charlotte where he was the Conference USA Scholar Athlete of the year. Austin and Alex met as tennis opponents but found victory as doubles partners... Austin Powell, CFP®, NSSA ® is a wealth advisor and partner at Blue Financial. He obtained a bachelors degree in business administration with a financial concentration from North Carolina State University where he was also an All-ACC tennis player... Retirement lifestyle is in your hands, but it will take planning to get you to where you want to be. Hope is not a very reliable strategy, so if you want to own your future, you must begin to plan for retirement...today. We want to help. Please contact us by filling out the form below, or by calling us at 704-302-1141. We can meet with zero obligation on your part. If you can invest one hour today for a Customer Care Needs Analysis discussion we can place you on the path towards owning your tomorrows.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.