Adam Larkin

 
 
 
 
  
 
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 Denise Macon 
 
115 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
I couldn’t be happier with the guidance and expertise that    ADAM LARKIN has provided at Blue Chip Partners.  He takes the time to understand my full financial picture and ensures that my investments align with both my short-term needs and long-term goals.  Adam is incredibly personable, patient and always easy   to get in touch with, making financial planning a stress-free experience.  I really appreciate his maturity, professionalism   and intellect in thinking stressful situations through by sifting through emotional drama and addressing what is really important to his clients.
  
 
 
 
 
 
 Posted on Google  
 
 
 Ken E 
 
321 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
My wife and I became clients of Blue Chip several years ago and we couldn't be happier!  We've found the entire organization to be a group of highly talented professionals, who are extremely knowledgeable of all areas of financial management.  We also greatly appreciate the excellent relationship we have developed with our two Advisors, Johnathan and Adam who are always accessible and focused on providing support, and assistance. Moving to Blue Chip Partners has been the best financial decision we have made in years!
  
 
 
 
 
 
 Posted on Google  
 
 
 Michael Mollan 
 
501 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
I recently had the pleasure of working with Adam and Naoko at Blue Chip Partners, and I cannot recommend their services highly enough. I really appreciated their personalized approach. They took the time to understand my unique financial situation and crafted a tailored plan that addressed my needs and aspirations. Throughout the process, they were transparent, patient, and always available to answer my questions. They provided me with valuable insights and resources, empowering me to make informed decisions about my financial future.  They have not only helped me grow my wealth but also provided peace of mind knowing that my finances are in capable hands.
  
 
 
 
 
 
 Posted on Google  
 
 
 Monte Nuckols 
 
557 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
It has been a pleasure working with Blue Chip Partners. Two years into retirement, we are confident that our financial planning is in great hands for the long term. Dan Seder and Adam Larkin have remarkable market insight and have crafted strategies that perfectly match our financial aspirations. They keep us well-informed and are very quick to respond when we have questions. Their results have exceeded our expectations, leaving us incredibly grateful for their leadership and expertise.
  
 
 
 
 
 
 Posted on Google  
 
 
 Mary Esposito 
 
657 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
We are incredibly pleased with the financial planning services provided by Blue Chip Partners. From the very first meeting with Dan Seder and Adam Larkin, they demonstrated a deep understanding of our financial goals and concerns. Their expertise and personalized approach made us feel confident and secure in our financial future. Both Dan and Adam took the time to explain complex financial reports in a way that was easy to understand, ensuring we were comfortable with every decision we made. Their strategic planning and attention to detail have significantly improved our financial situation, and we are now on a clear path to achieving our long-term goals. What sets Blue Chip Partners apart is their genuine care and commitment to their clients. They are always available to answer questions and provide guidance, making us feel valued and supported. We highly recommend Dan Seder and Adam Larkin to anyone seeking knowledgeable and trustworthy financial planners.
  
 
 
 
 
 
 Posted on Google  
 
 
 Andrew Doctoroff 
 
971 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
For a variety of reasons, neither my wife nor I was not satisfied with our financial advisors until we landed at Blue Chip Partners.  Now, having been a client of the firm for several years, we couldn't be happier.  There are several reasons for this.  First, my wife and I trust -- implicitly -- each and every member of the Blue Chip team, including those with whom we work most closely -- Robert Steinberg, Naoko McKelvey, and Adam Larkin.  They speak to us openly, candidly, and knowledgeably about risks, fees, and costs.  Second, we like the philosophy that undergirds Blue Chip's investment strategies:  buying into well-established, dividend-generating stocks (whose payments increase annually).  Lots of benchmark beating -- but no swinging for the fences and lots of downside protection.  Third, the team is incredibly responsive and timely helps out in a variety of ways beyond managing investments.  For example, it's there for us when we need to determine what employee benefit packages we should select (even when an advisor is on vacation).  The Blue Chip team seamlessly facilitates payments, gives good advice on many financial decisions unrelated to our portfolio, performs and updates sophisticated financial modeling, has a great portal, and generates informative and easy-to-understand investment analytics.  Fourth, and finally, everyone at Blue Chip is super friendly.  It's just an all-round pleasure to work with the team there.