Blue Ridge Financial Services is a truly independent financial services company. Our business model is very unique. We take a personal approach to get to know our clients and maintain life-long relationships. We offer completely customized plans tailored specifically for your goals. We have an endless chain of resources and partners to help us build your plan. If it is important to you, then it is important to us. A strong relationship with our clients is just as important as a strong portfolio for our cli
“A strong relationship with our clients is just as important to us as a strong portfolio for our clients.”
We take the time to get to know you and your family. We want to learn what is important to you and what you are trying to accomplish. We aren’t here to ‘sign you up and disappear’. We will go through a complete comprehensive fact finder including short and long term goals, your current financial situation, experience, risk tolerance etc. We continue to monitor these aspects as your life grows and changes.