Company description
BlueSafe was founded in 2015 in Lafayette IN with the mindset that relationships are our top priority. Family always comes first, and because we consider our client’s family, we will do what it takes to provide quality service and assistance to care for their investments, finances, and insurance needs. When clients have questions or need guidance, BlueSafe advisors take the time to understand each client’s goals. This enables us to dive deeper and effectively assist with budgeting, income planning, and working towards long- and short-term objectives.
More details
- Services
- Financial Advisor in Lafayette IN, Financial Services, Retirement Planning, College Planning and Saving, Wealth Management, Financial Planning, Wealth Advisor, 401(k) Rollovers, 529s, Annuities, Portfolio Development, Stocks, Bonds, Mutual Funds, Retirement Planning, Retirement Accounts, College Accounts, Money Management, SEP, Simple IRAs, 403(b), Defined Benefit Plans, Defined Contribution Plans, 457 Plans
