Who We Are
Blue Ridge Financial Services is a truly independent financial services company. Our business model is very unique. We take a personal approach to get to know our clients and maintain life-long relationships. We offer completely customized plans tailored specifically for your goals. We have an endless chain of resources and partners to help us build your plan. If it is important to you, then it is important to us. A strong relationship with our clients is just as important as a strong portfolio for our clients. We are here to help, Let us.
“A strong relationship with our clients is just as important to us as a strong portfolio for our clients.”
We take the time to get to know you and your family. We want to learn what is important to you and what you are trying to accomplish. We aren’t here to ‘sign you up and disappear’. We will go through a complete comprehensive fact finder including short and long term goals, your current financial situation, experience, risk tolerance etc. We continue to monitor these aspects as your life grows and changes.
Customized for you
Working with an independent financial advisor is a huge advantage for you. This allows us to find the best match for your needs. After learning about your goals we have hundreds of companies and strategies to shop from to custom tailor the best fit for you. We are not limited to a single company or idea. We work with a lot of industry leaders and A-rated companies. This can help optimize benefits and minimize cost.
Full Circle of Services
We have a wide range of services to help you in any stage of life, the options are plentiful.
- Investments such as Roth IRA’s, College Savings, Annuities, Mutual Funds, & Active Management Strategies.
- Medicare plans such as Medicare Advantage Plans, Supplemental Plans, Prescription Drug Plans, & NYS EPIC.
Life insurance, including Whole, Term, & Universal Life.
- Group plans such as, 401(k), Simple IRA, SEP IRA, etc.
- Voluntary Benefits including Short & Long Term Disability Income, Accident & Critical Illness Insurance, Dental, Health, & Supplemental Health Insurance. (Voluntary Benefits can also be offered to groups.)