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Brokerage Account Access
To establish online access, contact Blue Financial at 704.302.1141 or [email protected].
Advisory services offered through J.W. Cole Advisors, Inc. (JWCA).
Blue Financial, Inc. & JWCA are unaffiliated entities.
Let’s talk!
Have a question or comment? Let us know.
Call Us:
704.302.1141
All Rights Reserved | Blue Financial Inc.
5970 Fairview Rd., Suite 712 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. Check the background of your financial professional on FINRA's BrokerCheck.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. ARE-5970 – 19602 - 2019/12/31
For a copy of JWCA’s Form CRS please visit: https://www.jw-cole.com/disclosures
For a copy of JWC’s Disclosure Supplement please visit: https://www.jw-cole.com/disclosures. By following the link, you consent to receipt of the Form CRS electronically
Let’s talk!
Have a question or comment? Let us know.
Call Us:
704.302.1141
All Rights Reserved | Blue Financial Inc.
5970 Fairview Rd., Suite 400 Charlotte, NC 28210
Evan Alexander Calott & Ronald Austin Powell offer advisory services through J.W. Cole Advisors, Inc. J.W. Cole Advisors, Inc. and Blue Financial, Inc. 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. Check the background of your financial professional on FINRA's BrokerCheck.
Evan Calott, Ronald Powell, & Nathan Carey offer insurance services through Blue Financial, Inc. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. ARE-5970 – 19602 - 2019/12/31
For a copy of JWCA’s Form CRS please visit: https://www.jw-cole.com/disclosures
For a copy of JWC’s Disclosure Supplement please visit: https://www.jw-cole.com/disclosures. By following the link, you consent to receipt of the Form CRS electronically