Jered Hess
August 1, 2026 · Experience August 1, 2026
Very poor communication
I haven't heard back regarding my account updates in weeks. Very poor customer service experience.
Jered Hess
August 1, 2026 · Experience August 1, 2026
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
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
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
Extremely knowledgeable team that truly cares about their clients. Highly recommend their services to everyone.
Steven Gerasimovich
January 12, 2026 · Experience January 12, 2026
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
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
They have helped me navigate some complicated tax issues with my investments. Very professional.
Elizabeth Purchase
July 17, 2025 · Experience July 17, 2025
They have helped us plan for our kids' college and our own retirement. Very trustworthy.
Chris Heywang
May 29, 2025 · Experience May 29, 2025
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
The entire process was smooth. They explained every detail of my investment plan clearly.
Debra Leone
November 22, 2024 · Experience November 22, 2024
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
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
Professional team that provides clear and actionable advice for my portfolio. Very satisfied customer.
Renee Duncan
September 8, 2024 · Experience September 8, 2024
I have seen steady growth since joining. The team is always proactive and professional.