Posted: Sun Oct 11th 2020
Blue Dot Wealth Management
Business Address:
1820 E. Ray Road Ste A203
Chandler, AZ
85298
Business phone:
480.256.2384
Business website:
www.bluedotwealthmanagement.com
Business Email:
rob@bluedotwealthmanagement.com
business description:
Blue Dot Wealth Management believes that we can all leave the world a better place than how it was left to us. We help our community and our clients commnunities by building an organization built on respect for the individual and an understanding of the social contract that binds all of us together. Our purpose is to be an advocate and fiduciary for our client and friends. We are humbled by the responsibility and trust that our clients place in us. We help our clients idenifty the values that are important to them and design a financial plan that meets the goals for themselves, their families, and their community. In this way, we help make our community and our world a better place for succeding generations.
keywords:
Wealth Management, Asset Management, Retirement Planning, Financial Planning
contact person, Rob Young
year founded:
2016
no. of employees, 3
service or product:
Financial Planning, Asset Management, Retirement Planning, Investing