“Completely transparent with proactive communication…”

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“Blue Chip Partners have managed our investments for 15 years, providing a tremendous level of personalized service. As fiduciaries, they have extensive technical expertise and wealth management experience that meets all of our needs. Blue Chip Partners does an outstanding job of listening to our goals and then utilizing their talented team to develop a customized strategy and financial plan that aligns. Furthermore, they are always ready to adapt the strategy and financial plan to changes in our lives and goals. As the financial plan is being executed, Blue Chip Partners are completely transparent with proactive communication and regularly scheduled checkpoint meetings to share progress and to answer any questions we have. My wife and I give our strongest recommendation to Blue Chip Partners.”

~ David F.