Blue Line Wealth Management
Financial Services - Brentwood, NY, US
Blue Line Wealth Management Employees
Blue Line Wealth Management Details
Our mission is to provide a superior investment experience. We want our clients to be as confident in their portfolios as we are. Through education, constant communication and a relentless drive to deliver for our clients, we give our promise to always be there for you. **Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member Member SIPC Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
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