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Blue Water Financial, LLC

This business has not yet been verified. Verified status is granted after a short phone interview confirming credentials and professional background.

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Investor & Investment Firm

Services offered by this company.

Address:

400 S Greenwood Ave 3rd Floor Suite 300, Easton, PA 18045, United States

Short Description:

A brief description of the company and its unique selling points, as summarized by KeyCrew.

Blue Water Financial is an investment management and financial planning firm that helps clients invest with confidence using Nobel Prize-winning research and empirically tested strategies. They provide investment planning, retirement planning, estate planning, and insurance planning services to individuals and families.

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Property Types:

Lists the types of properties this service provider specializes in, such as residential, affordable housing, or senior housing.

  • Affordable Housing
  • Commercial
  • Data Center
  • HOA/COA
  • Hospitality
  • Industrial
  • Land
  • Life Sciences
  • Manufactured Housing
  • Medical Office
  • Mixed-Use
  • Multifamily
  • Office
  • Parking
  • Residential
  • Retail
  • Senior Housing
  • Senior Living
  • Specialty Properties
  • Storage
  • Student Housing
Specialities:

Highlights the companys main areas of expertise and the specific services they offer

  • Investment Planning
  • Retirement Planning
  • Estate Planning
  • Insurance Planning
  • Financial Planning
  • Investment Management
  • Tax Planning
Why Choose This Company:

KeyCrews recommendation on why this service provider may be the best fit for your needs.

If you are looking for a financial advisor who takes a data-driven, research-backed approach to investing, Blue Water Financial may be an excellent choice. As a veteran-owned firm, they are dedicated to empowering families through education and helping clients discover their true purpose for money.Blue Water Financial specializes in investment planning, retirement planning, estate planning, and insurance planning. They utilize Nobel Prize-winning research and the Fama-French Five Factor Model to construct investment portfolios, aiming to provide their clients with a smoother, more confident investing experience.With a focus on avoiding the myths of investing, such as stock picking and market timing, Blue Water Financial guides their clients towards a more empirically tested path forward. Based in Easton, PA, the firm manages assets for individuals and families across Pennsylvania, New Jersey, New York, Florida, Delaware, and South Carolina.

Pricing

Request custom pricing for specific services offered by this provider. Each quote is tailored to your unique needs and project requirements.

Investor & Investment Firm Services

Need Help Choosing a Provider? Call KeyCrew Conceirge at 1 (855) CREW-123

People often ask...

What services does the company offer?

The company offers investment planning, retirement planning, estate planning, and insurance planning services. They also provide investment management and financial planning services for individuals and families.

What geographic areas does the company serve?

The company serves clients in Pennsylvania, New Jersey, New York, Florida, Delaware, and South Carolina.

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