Call Us Call Us

About Our Firm

Blue Financial, Inc. is an independent advisory firm serving clients throughout North Carolina and the Southeast. We have developed our business by pursuing, nurturing, and maintaining close, trusting relationships with each of our clients.

Blue Financial, Inc.

Beck Bond Wealth Advisor

Beck is a Wealth Adviser and Vice President for Blue Financial. He has played an integral role since the company’s inception. Always putting the client first, it is Beck’s mission to make them feel like a member of his own family. His core principles and family emphasis can be traced back to his Ghanaian heritage.

Beck is a licensed life insurance agent in North Carolina, Alabama, Connecticut, and Florida. He has a bachelor’s degree in Communications with a concentration in Interpersonal and Public Relations from North Carolina State University. While at NC State, Beck was named to the Dean's List, ACC Academic Honor Roll, as well as being an All ACC member of the Wolf Pack Men’s Tennis team.

Beck’s relationship with Austin and Alex began in their early years as junior tennis players. Subsequently, Beck allied with Austin as they both played tennis for the Wolf Pack.

Originally from Connecticut, Beck is now proud to call Charlotte his home. Away from business, he enjoys tennis, golf, skiing and spending time with his family, friends, and rescue dog, Ziggy.


Please do not put off future planning

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.

Request Customer Care Needs Analysis
Name:
Phone Number:
Email:

The logos and trademarks used are the property of their respective owners and no endorsement by those owners of the producer is stated or implied.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser