It’s never too late to take the first step or get a second opinion. If you can envision the life you want to lead, we can help you develop a strategy to keep you on the path to your goal.
We invite you to come in for a complimentary Retirement Blueprint Review. We call your first visit the "Discovery Visit."
Here is what this visit is not about: It's not a high-pressure environment. We're not going to ask you to buy anything or commit to us in any way.
Instead, we're going to spend the time to get to know you and what your dreams are for retirement, and we're going to give you a chance to get to know us, so you can make a determination as to whether you'd benefit from having your own Retirement Blueprint customized for you.
5970 Fairview Rd
Charlotte, NC 28210
Advisory services offered through J.W. Cole Advisors, Inc.
J.W. Cole Advisors, Inc. and Blue Financial are unaffiliated entities.
Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.
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