is an exclusive club made up of clients who support us through introductions to their friends, family, and coworkers who may be seeking financial planning guidance.
As a token of our appreciation, members are celebrated at a special invite-only event held each year.
Friends of the Blue Family is an exclusive club made up of clients who support us through introductions to their friends, family, and coworkers who may be seeking financial planning guidance.
As a token of our appreciation, members are celebrated at a special invite-only event held each year.
Advisory services offered through J.W. Cole Advisors, Inc. (JWCA).
Blue Financial, Inc. & JWCA are unaffiliated entities.
Simply provide us with the name and contact information of a friend or family member who may need our services.
We will reach out to introduce ourselves and see how we may be able to help.
Once we meet with your referral, you are officially in the Friends of the Blue Family Club. It’s that easy.
Simply provide us with the name and contact information of a friend or family member who may need our services.
We will reach out to introduce ourselves and see how we may be able to help.
Once we meet with your referral, you are officially in the Friends of the Blue Family Club. It’s that easy.
Who would be a fit?
We’re able to work with individuals in different stages of the financial planning process, but a few that come to mind are:
Retirees or ones close to retirement.
Who would be a fit?
We’re able to work with individuals in different stages of the financial planning process, but a few that come to mind are:
Retirees or ones close to retirement.
Advisory services offered through J.W. Cole Advisors, Inc. (JWCA).
Blue Financial, Inc. & JWCA are unaffiliated entities.
Thank you for your request. We will be in touch soon!
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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
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