Daniel Seder

 
 
 
 
  
 
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 Donn Bousquet 
 
60 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Donn B- Choosing someone to help manage your life savings and plan for retirement is a major decision, and I spent time researching different financial planners before choosing Blue Chip Partners. I’m very glad I did.
My positive experience started with the very first phone call. Everyone I have dealt with at Blue Chip has been friendly, professional, and incredibly helpful. My first meeting was with Managing Partner Daniel Seder, who was kind, patient, and took the time to understand what I was looking for rather than trying to sell me something.
I now work with Financial Advisor Gina DiGirolamo, and I couldn’t be happier. Financial planning can get complicated very quickly, but Gina has a great ability to put things in layman’s terms and explain not just what she recommends, but why. I can ask questions, take my time making decisions, and I have never once felt pressured to invest in something or do anything I wasn’t comfortable with.
The support staff deserves recognition as well. Whether it’s scheduling, paperwork, answering questions, or following up, they make everything easy.
At this stage of my life, I’m not simply looking for someone to manage investments. I want someone I can trust to help me make good decisions about retirement, how my savings are invested, and eventually how I will use and distribute the money I’ve spent a lifetime accumulating.
Gina and the team at Blue Chip Partners have earned that trust. I highly recommend them.
  
 
 
 
 
 
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 Barb V 
 
87 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
During my working years my mindset was in save mode, putting money aside for my retirement.  But once I retired my mindset had to change and there were many questions about IRA conversions, tax implications, Medicare, Social Security and how to change from save mode to retirement living mode.  My current financial planner did a great job getting me to retirement but I needed more guidance during retirement.  That’s when my search for a new financial planner began.  I scheduled interviews with a couple of other money managers but wasn’t comfortable with the plan they put in place for my portfolio.
Looking on line a pop-up ad for Blue Chip Partners appeared.  I think of it as karma that made me click on the ad and watch the company introduction Dan Seder, Blue Chip’s Managing Partner, had on the Blue Chip website.  His introduction enticed me to make a phone call.  I explained my situation and my concerns regarding this phase of my life.  As I questioned what his company had to offer, he was doing the same thing from the company’s point of view.  This conversation gave me confidence this was a good fit for my money’s management.
I have been with Blue Chip Partners for one year working with Financial Planners Hayden Kibbey and Mitchell Kahl.  From my first appointment with them it’s very evident they have a passion for what they do, helping people manage their money and setting up a plan so their clients can achieve their retirement goals and dreams.  They’re familiar with software that I didn’t know existed.  With this technology they’re able to show me how different situations impact my portfolio and together we’re able to make decisions based on how it will affect my taxes, the longevity of my portfolio and how best to spend it whether its home improvements or a vacation.
There needs to be a lot of trust when you give someone control of the money you worked long and hard for.  I have no worries knowing my financial future is in very good hands.  I have an excellent team of people watching out for me.  I have found the perfect fit!!!
  
 
 
 
 
 
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 Jim Virgilio 
 
88 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Along with other family members, I recently moved from my past long time wealth management advisor to Blue Chip Partners.  As I approached retirement I realized the decisions necessary for my transition into and through retirement were not being met.  After interviewing with multiple advisor organizations I decided on Blue Chip Partners for my financial advisor needs.  Dan, Mitchell and Hayden walked me through all of my questions and concerns over several meetings and have outlined a detail plan for my future expenses, RMD and tax strategies.  Mitchell and Hayden are very knowledgeable advisors and very responsive to all of my questions and concerns.  The move to Blue Chip Partners was a very good decision.
  
 
 
 
 
 
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 Kat Virgilio 
 
90 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
I and my family were looking for wealth management advisors that could handle the challenges of after retirement  investments, IRA’s, RMD’s, tax implications and preservation. We did a lot of looking before meeting with Blue Chip. Dan, Hayden, and Mitchell were great at explaining their strategy and technology. We had a lot of questions and concerns but they patiently made us comfortable and after several meetings we made the move. I couldn’t be happier with Hayden’s responsiveness to my questions and understanding of my goals. He’s always on top of what needs to be done and explaining why which is my greatest relief. It’s also a bonus to know I can contact both Hayden or Mitchell and either can help.
  
 
 
 
 
 
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 Barry Rosen 
 
93 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
My wife and I are getting great support from Cody and Dan

I feel very comfortable with their advice and management of my funds

I appreciate so much how responsive they are to our questions

When I met with them  Cody and Dan and other members of their team in their office they were so organized, prepared and were able to graphically show me the plan

I rate the experience with Blue Chip Partners outstanding,  I thank them for their help and support
  
 
 
 
 
 
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 Sharlene Ellard 
 
107 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
We are very excited to have found Blue Chip!  From the introduction call with Dan to the continued updates and meetings w/ Julia - everything has been great.  Julia keeps us well informed and provides us with the details we need to make smart, confident decisions.  After working w/ Blue Chip for a few months, we decided to have them also manage our taxes and Al has been a pleasure to work with as well.
  
 
 
 
 
 
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 Peter Panagis 
 
126 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
My wife and I have worked with Blue Chip Partners for several years now and we could not be happier with the partnership.  They have been instrumental in helping us build and tax optimize our retirement portfolio and have been with us every step of the way before, during and after retirement.  Dan Seder, Cody VanderHagen and Hayden Kibbey are highly knowledgeable and can explain even the most complex financial concepts to us in ways that make those concepts clear and understandable.  In addition, they are incredibly honest, respectful and trustworthy; which gives us peace of mind when we think about our financial future.  We would recommend Blue Chip partners without hesitation.
  
 
 
 
 
 
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 Greg Bogich 
 
133 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
I don't write many positive reviews, but Blue Chip Partners earned one.

I recently decided to consolidate my investment accounts.  For years I had accounts at both Morgan Stanley and LPL. I didn't make the decision lightly and went through a pretty thorough process with both of them, plus four other firms I researched. Daniel Seder and Hayden Kibbey at Blue Chip stood out from the start. They asked thoughtful questions, took the time to understand what mattered to us, and while I'm sure it's part of their process, it genuinely felt personal.

I'm still early in my journey with Blue Chip, but the follow-up, communication, and professionalism have been outstanding. That's hard to fake, and it's been miles ahead of what I experienced elsewhere. Very happy with the decision.
  
 
 
 
 
 
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 Bonnie Mansour 
 
142 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Daniel Seder and Julia Shaw are great to work with. Always friendly, informative and helpful. They are organized, professional, and provide clear and informed advice. We feel more confident and at ease about our investments than ever before and we trust them completely. Highly recommend Blue Chip Partners.
  
 
 
 
 
 
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 Cameron O'Bryan 
 
153 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
I had a wonderful experience talking with the team at Blue Chip Partners. Hayden Kibbey and Gina DiGirolamo were incredibly generous with their time and knowledge, taking the time to answer my questions and point me in the right direction, I left both conversations feeling more informed and confident. Dan Seder was an absolute pleasure to talk to as well, his kindness, patience, and genuine helpfulness made a real difference during an important time for me. It's rare to find a team that combines professionalism with such a personal touch. Highly recommend!
  
 
 
 
 
 
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 Carolyn Feldman 
 
296 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Great company! I can't say enough good things about my experience with Dan Seder. He is professional, honest, reliable, competent and a class act. If you want great advice with a person who is honorable and has the client's best interest, call him. You won't be disappointed. He deserves all of the rave reviews:-)
  
 
 
 
 
 
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 Olivia W 
 
382 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
We chose to meet with Blue Chip Partners earlier this year after researching financial advisors that offer comprehensive financial, estate, and tax management plans.  We were very impressed with the professionalism, attention to our personal goals, transparency, and flexibility Dan Seder and his team provided.
Dan and his team members spent time to listen and to understand our long-term financial goals in great detail before preparing a personalized plan, including various scenarios of timelines and options for us.   Dan and Emily reviewed the plans thoroughly with us and answered all our questions.  We appreciate the prompt communication and follow up, as well as the great team spirit at Blue Chip Partners.  Dan and Emily have been amazing to work with and have gained our respect and trust.  We are happy to have found the perfect fit for our long-term retirement plan.
  
 
 
 
 
 
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 Paul Lambert 
 
384 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
I have been a Blue Chip Partners client since 2008, when Dan Seder was just getting started in the business with Robert Steinberg. Over the past 17 years I have seen the business grow in leaps and bounds, and I'm happy to say the same for my investments. Dan and Emily have done an outstanding job managing my investments and retirement planning. Retired for five years now, I am still receiving the same attention to detail and high level of service. Their thoughtful and structured approach to long term investment strategy coupled with their professionalism and responsiveness is hard to beat. I would highly recommend Blue Chip, Dan and Emily if you are looking for personal service with strong technical foundation.
  
 
 
 
 
 
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 steven Strine 
 
384 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
My wife and I have been clients of BCP for 20+ years, and Dan Seder has been our financial advisor during that entire period, and over the last several years Emily Prater has also been added for additional support. The level of support and advice has been exceptional. Our level of confidence is very high. During the past 20 years, there have been periods of volatility in the financial markets. These challenges were managed with positive outcomes.
We’ve seen BCP evolve from a small financial group to a full-service financial organization. The credentials and experience of the BCP staff are most impressive and they continue to attract highly qualified and motivated professionals.
  
 
 
 
 
 
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 Al Selbert 
 
444 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
I have been investing with BCP under Dan Sedar's guidance for over 20 years.He helped me construct and mature my retirement portfolio achieve/exceed all my targeted goals. They continue to provide a strong "hands-on" effort and have added additional talents to further compliment their capabilities. Truly a firm you can trust and count on!
  
 
 
 
 
 
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 vijay sahore 
 
444 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Blue Chip Partners is a great financial advisory company. I have been a client for over 4 years. Daniel Seder is a fantastic advisor. Always attentive to my needs and provides the best guidance for my portfolio.
  
 
 
 
 
 
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 Monte Nuckols 
 
616 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.
  
 
 
 
 
 
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 Mary Esposito 
 
716 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.
  
 
 
 
 
 
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 Kirin Sporar 
 
724 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
I have been working with Blue Chip for two years now, specifically with Dan Seder and Cody VanderHagen.  I was referred to Blue Chip by someone who worked in the industry and knew many financial advisors, so the recommendation came from a savvy source.  I am impressed by Blue Chip's investment methodology, they seem very diligent about how my money is managed, and they have a structured approach to reduce tax liability.  The fee structure is fair and clear of any hidden charges.  I have just started working with them on financial planning and their tool and advice is very comprehensive. Dan and Cody have always been generous with their time and helpful with any questions I may have.  Highly recommend Blue Chip!
  
 
 
 
 
 
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 Brian Falther 
 
1374 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
An absolutely fantastic firm!  Highly recommend.  Dan Seder and the whole team at Blue Chip Partners have been nothing but personable, detail oriented, professional and a delight to work with.
  
 
 
 
 
 
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 Michael Leonard 
 
1380 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
I have been a client with Blue Chip Partners for 15 years before retiring, and since my retirement almost 4 years ago.  I appreciate the personalized analyses of my portfolio, and the professional recommendations for enhancing the value of my investments.  I recommend Dan Seder and Matt Mondoux at BCP to anyone looking for confident leadership in the investment marketplace.
  
 
 
 
 
 
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 Gordon Fournier 
 
1387 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
We have been working with Blue Chip and Dan Seder since 2015.  Could not be more pleased with the performance, responsiveness and professionalism of the Blue Chip team.  Highly recommend.
  
 
 
 
 
 
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 Balajee Nallamothu 
 
1391 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Dan Seder and his team have managed my accounts for over 10 years. I can’t be happier with the service they have given me. They are always available and responsive to my needs. We meet on a regular basis to go over my accounts. They always keep me in the loop. I feel safe having them manage my accounts especially in this volatile market and the uncertainty. I also appreciate that all this is done on a personal level. I would highly recommend Blue Chip Partners.
  
 
 
 
 
 
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 Hughes Jim 
 
1400 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
We have worked with Dan Seder and Blue Chip Partners for many years.  They have always been helpful and steady with great research and communication abilities to keep us informed and confident in our investments strategies.
  
 
 
 
 
 
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 Ryan Zengerle 
 
1401 days ago
 
 
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We have been very pleased with our experience with BCP.  At the end of the day, it boils down to trust, and I have the utmost trust that the BCP team led by Dan Seder and Naoko McKelvey are working for our best interests.  They are transparent about the decisions they make, and take the time to educate us on these decisions.  I would highly recommend them to anyone.
  
 
 
 
 
 
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 Ryan Fabian 
 
1401 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Top notch service from a great team you can trust. I was recommended by family to Blue Chip a few years ago and have worked with both Dan Seder and Cody Vanderhagen. I am truly impressed with their customer service and ability to help my portfolio grow and mature over time. These guys are a must have on your side!