BLU DOT FINANCIAL

Blu Dot Financial was established in 2008 to provide the nationwide medical community with a trusted resource for financial education and services. By combining the financial and medical backgrounds of the founding partners, our firm is uniquely positioned to address the monetary challenges faced by our clientele. In an ever-changing economy and people in multiple stages of life, we understand a customized program is critical to grow, preserve, and protect wealth... Our mission is to provide medical professionals with financial strategies designed to maximize wealth building potential. We promote financial health through an extensive discovery process, emphasizing monetary efficiency. Our advisors are dedicated to providing a high level of professionalism, innovative product design, and superior customer service.

Also known as: Blu Dot Financial, LLC

Primary location: Akron United States