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Blue Rock Financial Group - Financial Planning

5.0 36 reviews
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Address: 112 French St Suite 105A, Wilmington, DE 19801, USA Get Directions
Financial Consultant Best Financial Consultants in US Best Financial Consultants in DE

Services & pricing

Average price range
ServiceDetailsPrice
Financial Advisory Personal Financial Planning $200 - $500 Call to Book
Business Financial Consulting $500 - $1000 Call to Book
Retirement Planning $300 - $600 Call to Book
Investment Management Portfolio Management $1000 - $5000 Call to Book
Investment Strategy Development $500 - $2000 Call to Book
Asset Allocation Advice $300 - $700 Call to Book
Financial Planning Annual Action Plans $150 - $300 Call to Book
Goal Setting and Tracking $100 - $200 Call to Book
Cash Flow Management $150 - $350 Call to Book

What people love

From reviews
Knowledgeable staff Professionalism Financial guidance Long-term clients Personalized service Trustworthy advisors Expertise in investments Financial planning expertise Clear communication Client-focused model

Frequently asked questions

7 questions
What do Blue Rock Financial Group clients say about the work?
Clients frequently praise James Whalen and Todd Roselle for their professionalism, expertise, and personalized service. Many highlight their ability to tailor financial plans to individual goals and their clear communication style throughout the process.
Does Blue Rock Financial Group offer retirement planning services in Wilmington?
Yes, they provide retirement planning as part of their financial advisory services. This includes creating annual action plans and cash flow management to help clients prepare for a secure retirement.
What are the hours of operation for Blue Rock Financial Group?
Their hours are Monday: 9:00 AM - 4:30 PM, Tuesday: 9:00 AM - 4:30 PM, Wednesday: 9:00 AM - 4:30 PM, Thursday: 9:00 AM - 4:30 PM, Friday: 9:00 AM - 2:00 PM, Saturday: Closed, Sunday: Closed.
Can I get personalized investment strategy development from Blue Rock Financial Group?
Yes, they offer investment management services that include investment strategy development, asset allocation advice, and portfolio management to help clients achieve their financial goals.
How does Blue Rock Financial Group support clients with cash flow management?
They provide cash flow management as part of their financial planning services, which helps clients track and manage their finances effectively to meet their goals.
Who can I trust for financial consulting in Wilmington?
Blue Rock Financial Group is recognized for their client-focused approach, with many reviews highlighting the team's dedication to understanding and meeting clients' financial needs.
Where is Blue Rock Financial Group - Financial Planning located?
112 French St Suite 105A, Wilmington, DE 19801, USA

Location & directions

Wilmington, Delaware
Blue Rock Financial Group - Financial Planning
Financial Consultant
Address
112 French St Suite 105A, Wilmington, DE 19801, USA
Hours
Closed Now
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