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BlueSafe Financial in Lafayette, Indiana
Company Description:
BlueSafe was founded in 2015 in Lafayette IN with the mindset that relationships are our top priority. Family always comes first, and because we consider our client's family, we will do what it takes to provide quality service and assistance to care for their investments, finances, and insurance needs. When clients have questions or need guidance, BlueSafe advisors take the time to understand each client's goals. This enables us to dive deeper and effectively assist with budgeting, income planning, and working towards long- and short-term objectives.
Services Offered:
Financial Advisor In Lafayette In
Financial Services
Retirement Planning
College Planning And Saving
Wealth Management
Financial Planning
Wealth Advisor
401(k) Rollovers
529s
Annuities
Portfolio Development
Stocks
Bonds
Mutual Funds
Retirement Accounts
College Accounts
Money Management
Sep
Simple Iras
403(b)
Defined Benefit Plans
Defined Contribution Plans
457 Plans
Business Information:
| In Business Since: | 2015 |
Hours of Operation:
| Monday: | AM 8:00 to PM 5:00 |
| Tuesday: | AM 8:00 to PM 5:00 |
| Wednesday: | AM 8:00 to PM 5:00 |
| Thursday: | AM 8:00 to PM 5:00 |
| Friday: | AM 8:00 to PM 5:00 |
| Saturday: | Closed |
| Sunday: | Closed |
Payment Methods:
Cash, Personal Check