Blue Trust | Charlotte Financial Advisors
10706 Sikes Place, Charlotte, North Carolina, United States
About the Blue Trust | Charlotte Financial Advisors
Blue Trust is a leading financial advisory firm located in Charlotte, North Carolina. Our team of experienced advisors is dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, our team is here to help. Visit us at 10706 Sikes Place to learn more about how Blue Trust can help you secure your financial future.
Photos of Blue Trust | Charlotte Financial Advisors
10706 Sikes Pl #175, Charlotte, NC 28277, United States
Opening hours of Blue Trust | Charlotte Financial Advisors
Monday:
08:30 - 17:30
Tuesday:
08:30 - 17:30
Wednesday:
08:30 - 17:30
Thursday:
08:30 - 17:30
Friday:
08:30 - 17:30
Saturday:
Day off
Sunday:
Day off
Reviews of Blue Trust | Charlotte Financial Advisors
"We have been clients of Ronald Blue Trust for several years and cannot say enough good things about our Financial Advisor, Michael Cranford. He is an expert in financial matters who is quick to respond to questions, is always well prepared for our meetings, and provides sound and timely financial advice. More importantly, though, he is deeply interested in our family and our well being beyond financial services, and it is simply a joy to meet with him. We look forward to many years of working with Michael to make the best decisions about our future!"
"Dan Grover at Ronald Blue Trust/ Financial Advisors has been a real blessing to my wife and I. Dan is not only a financial advisor, he is a friend and a Christian leader. His team is excellent and very concerned about doing a good job for us. I have referred friends to them and they have taken good care of them also. I could not give them a higher rating."
"Like a bright and steady beacon in the midst of a raging storm are our consultants, Michael and Josiah. They firmly adhere to Biblical principles and only tried and true godly wisdom pours forth from their mouths. We have experienced personal/emotional, spiritual and financial growth from our association with them. We are so very grateful to the Lord for leading us to them."
"My experience with Ronald Blue Trust has been extremely positive. Moving from my previous financial manager was seamless and very well organized. As we continue to work with RB through the retirement planning process I have found the experience to be very thorough and well designed. We are looking forward to having a rewarding, lifelong relationship with RB Trust. Michael has taken a personal interest in our financial well-being and his alignment with our vision of a biblically-based financial plan has been very rewarding."
"Dan Grover and his team are incredibly knowledgeable and helpful. They have been the center of my team of advisors for five years and are the best people you can imagine. Competent, comprehensive services from compassionate and people-focused professionals. They are well connected and if they don’t know the answer they find someone who does. I can’t say enough good about them. I have referred my family to them and they are likewise thoroughly pleased. I hired them five years ago and haven’t looked back. You won’t either."
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