Blueprint Financial Services

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

6355 Ward Rd Unit 306, Arvada, Colorado,...

Phone Number

(303) 422-7351

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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1
1
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1

About Blueprint Financial Services

Blueprint Financial Services is an independent financial planning firm based in Arvada, CO, specializing in risk-managed investing for risk-averse investors who are nearing or entering retirement. They offer comprehensive services including financial planning, investment management, and portfolio monitoring and maintenance. The firm emphasizes the importance of a well-constructed financial plan, likening it to building a financial home that protects and grows wealth. Their goal is to help clients navigate their financial journeys with confidence and strategies that align with their needs.Explore more
Blueprint Financial Services's Social MediaPopular SearchesBlueprint Financial ServicesBlueprint Financial ServiceBlueprint Financial Services IncBlueprint Financial Services CfpBlueprint Financial Services LtdSIC Code 62,628NAICS Code 52,523Show more

Blueprint Financial Services Org Chart

PhoneEmail
VG
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Founder & Independent Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Blueprint Financial Servi...

<$5M
1-10
Private
-
1996
VG
Victor GuettleinFounder & Independent Financial Advisor
<$5M
1-10
Private
-
2013
SO
Steve OsterinkChief Investment Officer, Cfa, Cfp, Aif
<$5M
1-10
Private
-
2008
N/A
<$5M
11-50
Private
-
2015
CA
Cathy AdairDirector, Marketing MBA
<$5M
1-10
Private
-
2018
JS
Jeremy ShippFounder & President
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Blueprint Financial Services Tech Stack

A closer look at the technologies used by Blueprint Financial Services

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Frequently Asked Questions Regarding Blueprint Financial Services

What is Blueprint Financial Services's official website?
Blueprint Financial Services's official website is www.blueprintfinancialservices.com
What is Blueprint Financial Services's Revenue?
Blueprint Financial Services's revenue is <$5 Million
What is Blueprint Financial Services's SIC code?
Blueprint Financial Services's SIC: 62,628
What is Blueprint Financial Services's NAICS code?
Blueprint Financial Services's NAICS: 52,523
How many employees does Blueprint Financial Services have?
Blueprint Financial Services has 1-10 employees
What industry does Blueprint Financial Services belong to?
Blueprint Financial Services is in the industry of: Finance, Securities Trading
What is Blueprint Financial Services competition?
Blueprint Financial Services top competitors include: Phase 2 Wealth Advisors, Charles Carroll Financial Partners, Bayntree Wealth Advisors, Retirement Capital Planners
What technology does Blueprint Financial Services use?
Some of the popular technologies that Blueprint Financial Services uses are: Google Font API, Microsoft Dynamics CRM, Microsoft 365, Google Tag Manager
How do I contact Blueprint Financial Services?
Blueprint Financial Services contact info: Phone number: (303) 422-7351 Website: www.blueprintfinancialservices.com
What does Blueprint Financial Services do?

Blueprint Financial Services is an independent financial planning firm based in Arvada, CO, specializing in risk-managed investing for risk-averse investors who are nearing or entering retirement. They offer comprehensive services including financial planning, investment management, and portfolio monitoring and maintenance. The firm emphasizes the... importance of a well-constructed financial plan, likening it to building a financial home that protects and grows wealth. Their goal is to help clients navigate their financial journeys with confidence and strategies that align with their needs.Read More

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

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