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True Blue Financial
- Financial Services
- Stevensville, MI
About this business
At True Blue Financial we are not locked into selling you only our investment products like many other firms. In fact, we do not offer ANY proprietary products – we only offer objective, uncomplicated, independent advice to help you choose the investment products and strategies that are appropriate for your unique needs. So when we say we'll build you a custom plan - we mean we'll select from thousands of products offered by hundreds of third-party product sponsors to find the one that's suitable for you.
Location details
7889 Red Arrow Highway, Stevensville, MI, 49127, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I am very pleased with the professionalism, honesty and knowledge of the staff of True Blue Financial. I work with Victoria Holt who over the years has helped me plan for my retirement. She also have given me guidance on ways to invest for my grandchildren's educational portfolio. She checks in with me yearly and is always open to meeting spontaneously if I have concerns or questions. I feel she looks out for me financially and trust she gives me financial guidance that will best fit my needs. I would and have recommen... read more
As a recent graduate and career changer, it would have been easy to view professional financial planning as a luxury meant for “other” people - people closer to retirement, or in a higher income bracket, or who just collected a large inheritance. The idea of laying out your financial life in front of another person is intimidating, too, particularly when you know your spending and saving habits haven’t been flawless. I am SO glad I didn't let those thoughts stop me from contacting this office. If you're on the fence about wo... read more
True Blue Financial is a fantastic organization of professional Financial Advisors. Our advisor, Nicole Coar, is a confident and expert financial professional. She has helped us as well as guided my parents in their estate planning needs.
True Blue Financial has been amazing in helping my husband and I with our finances and investing. There are so many things to choose from and our advisor, Nicole Coar, was amazing at helping us find what best suited our needs/wants. A truly welcoming place and they help break such an overwhelming thing down to be easier to understand!
Ever since moving my retirement assets to Luke Brown and his fanstastic team at True Blue Finanacial, I have renewed confidence in financial planners and the value of the service they provide. Luke has proven to be a first class finanacial planner with immense amounts of experience in his craft. He is trustworthy, honest, and attentive to all of my financial investment needs, whenever and from wherever I need his assistance. He and his team always go above and beyond my expectations to address my concerns and ambitions. ... read more
Frequently asked questions about True Blue Financial
How is True Blue Financial rated?
True Blue Financial has a 5 star rating with 7 reviews.
When is True Blue Financial open?
True Blue Financial is closed now. It will open on Monday at 9:00 a.m.