BlueSafe Financial LLC - Lafayette, Indiana

BlueSafe Financial LLC: Your Trusted Financial Partner

Located at 100 Saw Mill Rd # 2300, Lafayette, IN 47905, BlueSafe Financial LLC is a reputable financial consulting firm that offers a wide range of services to cater to their clients' needs. Their dedicated team of experts, including Jeff and Joyce, are committed to providing exceptional financial planning, investment services, and tax preparation solutions. With their online appointment system and onsite services, BlueSafe Financial LLC ensures that their clients receive personalized attention and support.

Especialties and Services

• Financial consultant: BlueSafe Financial LLC offers personalized financial consulting services to help clients make informed decisions about their money.
• Financial planner: They provide comprehensive financial planning services, including retirement planning, estate planning, and wealth management.
• Investment service: The firm helps clients invest wisely by offering a variety of investment options and strategies tailored to their unique financial goals.
• Tax preparation: BlueSafe Financial LLC assists clients in filing their taxes efficiently and minimizing their tax liability.

Other Points of Interest

• Online appointments: Clients can easily schedule appointments through BlueSafe Financial LLC's website, making it convenient to meet with their financial advisors.
• Onsite services: The firm offers in-person consultations at their Lafayette, IN office for those who prefer face-to-face meetings.
• Language assistance: BlueSafe Financial LLC is committed to serving a diverse client base and offers language assistance to ensure effective communication with non-English speakers.
• Wheelchair accessible entrance, parking lot, and restroom: The office is equipped with facilities to accommodate clients with disabilities, ensuring an inclusive and welcoming environment.
• Free parking lot and on-site parking: Clients can enjoy complimentary parking facilities when visiting BlueSafe Financial LLC's office.
• Appointment required and appointments recommended: To ensure personalized attention and effective consultation, it is recommended to schedule an appointment prior to visiting the office.

Opinions and Reviews

BlueSafe Financial LLC has received 7 reviews on Google My Business, with an impressive average rating of 5/5. Clients have shared their positive experiences with the firm, highlighting the team's commitment to providing exceptional service, responsiveness, and personalized attention. One client mentioned their recent transition to BlueSafe Financial and praised the ease of the process, as well as the advisors' ability to explain complex financial concepts in a clear and concise manner.

Another satisfied client noted their satisfaction with the firm's forward-thinking approach and responsiveness. They have not only recommended BlueSafe Financial LLC to others but will continue to do so in the future.

Final Recommendation

If you are seeking a reliable and knowledgeable financial consulting firm, look no further than BlueSafe Financial LLC. With their comprehensive range of services, accessible location, and exceptional customer service, they are well-equipped to assist you in achieving your financial goals. To learn more about their offerings or to schedule an appointment, visit their website at bluesafefinancial.com or contact them directly at 656074700. Don't hesitate to take the first step towards a secure financial future – contact BlueSafe Financial LLC today

👍 Reviews of BlueSafe Financial LLC

Megan T.

5/5

I recently transitioned my investments over to BlueSafe Financial, and I am extremely impressed with their service. Jeff and Joyce have made the process painless. They explained everything in layman's terms and responded quickly to all questions I had. If you are looking for a financial advisor, definitely give them a call.

Randy L.

5/5

We transferred our investments to BlueSafe a few years ago and have been absolutely thrilled. They are forward thinking and very responsive. i have and will continue to recommend them.

Wendy S.

5/5

Jeff and his team have years of experience. They spend time educating each client on their services, analyzing products, and will make you feel comfortable with investment choices specific to each individual and family's needs and goals. Planning the rest of your life became much easier with Blue Safe.

Giovonni Z.

5/5

I appreciate the professional guidance from Jeff Gasaway! Definitely a great place to go, highly recommend!

Adam K.

5/5

Great Service! Made everything comfortable and easy.

Michael P.

5/5

Andrea G.

5/5