Blueprint Financial

4.7Excellent · 14 reviews · 14 verifiedClaimed profile

14 reviews

  • Jered Hess

    August 1, 2026 · Experience August 1, 2026

    Verified customer

    Very poor communication

    I haven't heard back regarding my account updates in weeks. Very poor customer service experience.

  • James Oneavatar

    July 2, 2026 · Experience July 2, 2026

    Verified customer

    Great support for my family

    We feel like our money is in safe hands. They are very transparent about all the fees and risks.

  • Thomas Reyes

    May 5, 2026 · Experience May 5, 2026

    Verified customer

    Very professional advice

    They really take the time to understand your long-term goals. Very happy with their strategy for me.

  • Figueroa-Robbins

    March 26, 2026 · Experience March 26, 2026

    Verified customer

    Top tier financial planning

    Extremely knowledgeable team that truly cares about their clients. Highly recommend their services to everyone.

  • Steven Gerasimovich

    January 12, 2026 · Experience January 12, 2026

    Verified customer

    Excellent financial guidance

    Blueprint helped me organize my retirement accounts perfectly. I feel much more secure about the future now.

  • David McCarty

    December 18, 2025 · Experience December 18, 2025

    Verified customer

    Top notch advice

    They take the confusion out of finance. Very happy I found this group to help manage my savings.

  • Corey Engel

    October 14, 2025 · Experience October 14, 2025

    Verified customer

    Knowledgeable and reliable

    They have helped me navigate some complicated tax issues with my investments. Very professional.

  • Elizabeth Purchase

    July 17, 2025 · Experience July 17, 2025

    Verified customer

    Reliable and smart team

    They have helped us plan for our kids' college and our own retirement. Very trustworthy.

  • Chris Heywang

    May 29, 2025 · Experience May 29, 2025

    Verified customer

    Clear and simple planning

    I never understood how to invest properly until I came here. Now everything is clear and growing.

  • Andrew Castillo

    January 9, 2025 · Experience January 9, 2025

    Verified customer

    Really great at what they do

    The entire process was smooth. They explained every detail of my investment plan clearly.

  • Debra Leone

    November 22, 2024 · Experience November 22, 2024

    Verified customer

    Honest and helpful

    It is hard to find financial planners you can trust. Blueprint is definitely one of them.

  • Virginia Gill

    November 6, 2024 · Experience November 6, 2024

    Verified customer

    Smart investment strategy

    Very happy with the returns I've seen. The staff is always available to answer my questions.

  • Michael Hickey

    October 19, 2024 · Experience October 19, 2024

    Verified customer

    Excellent service and results

    Professional team that provides clear and actionable advice for my portfolio. Very satisfied customer.

  • Renee Duncan

    September 8, 2024 · Experience September 8, 2024

    Verified customer

    Very happy with my results

    I have seen steady growth since joining. The team is always proactive and professional.