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True Blue Financial

Categories

Financial Services & InvestmentsFinancial ConsultantsInvestment & Financial ServicesTax Service

About Us

True Blue Financial provides a leading source of objective advice for accumulating and managing personal wealth. Whether you are saving for a child's college education or helping to support an aging parent, you are faced with a wide array of financial considerations - all this while you prepare for your own retirement and consider what's to be done with your own estate. At True Blue Financial, our expert and experienced financial advisors will design a customized plan to guide you and help you realize your dreams.

Independence at True Blue Financial translates to more freedom of product choice, more quality service, more regulatory expertise, and more technological capabilities. True Blue Financial seeks to fulfill your needs with suitable options from a wide range of the nation's top providers of:

Mutual funds
Comprehensive asset management accounts
Variable and fixed annuities
Individual stocks and bonds
Estate, college, business, tax and retirement planning
Domestic and foreign securities
Alternative investments Insurance
Trust Services

* Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. LPL Financial has been named the nation's #1 independent brokerage firm for 20 consecutive years nased on total revenues as reported in Financial Planning magazine, June 1996-2017.

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Highlights

  • Investment Mangement
  • Financial Planning
  • Insurance
  • Retirement Plans
  • Wealth Management

Rep/Contact Info

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Lucas Brown
Owner/Founder
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Nicole Coar
Investment Representative
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Victoria Holt, CFP
Certified Financial Planner