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Blue Water Financial, LLC-Logo

Blue Water Financial, LLC

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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

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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