Company Tagline
Financial Planning with Confidence.
Industry Category
Business Keywords
Company Description
Blue Rock Financial Group is a leading provider of financial services, dedicated to delivering comprehensive investment advisory and related services to clients across the nation. With a commitment to excellence and a focus on building lasting relationships, Blue Rock Financial Group tailors its expertise to meet the unique financial goals of each client.
Located at 37458 Oyster House Rd, Rehoboth Beach, Delaware 19971, US, as its primary address, Blue Rock Financial Group specializes in tax planning, retirement plan design and implementation, estate planning, and overall financial planning. Blue Rock Financial Group also operates from 1 Avenue of the Arts, Suite A, Wilmington, Delaware 19801, US, ensuring accessibility and convenience for its diverse clientele.
Blue Rock Financial Group's approach is centered on providing confidence and clarity in navigating the complexities of the financial landscape. The firm prides itself on maintaining all applicable registrations and licenses, adhering to the highest standards of professionalism and regulatory compliance. We invite the manager of Blue Rock Financial Group to create a customized and exclusive company showcase and product listing on our platform, further enhancing their online presence and reach.
Key Personnel / Employees
Compare Companies Side by Side
Compare Blue Rock Financial Group with 3 companies in Financial-Services
| Comparison Field |
Blue Rock Financial GroupMain Company |
Connecticut Wealth M...View Profile |
GHP Investment Advis...View Profile |
Clearview Financial,...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2010 | 1995 | |
|
Company Size
|
— | 51-200 | 11-50 | 2-10 |
|
City
|
Rehoboth Beach, Delaware | Farmington, Connecticut | Denver, Colorado | San Diego, California |
|
Country
|
United States | United States | United States | |
|
Skills & Keywords
Comparing with main company
|
8 Total Skills
Financial Services
Investment Advisory
Tax Planning
Retirement Planning
Estate Planning
Financial Planning
Wealth Management
Retirement Plan Design & Implementation
|
9 Total
1 Common
8 Unique
Match
13%
Common Skills:
Wealth Management
Unique Skills:
Asset Management
Business Owner Planning
Business Succession Planning
Charitable Gift Planning
Executive Benefits
Exit Planning
+2
|
5 Total
5 Unique
Unique Skills:
Business Advisory Services
Education Planning
Financial Concierge Services
Portfolio Management
Risk Management
|
4 Total
1 Common
3 Unique
Match
13%
Common Skills:
Retirement Planning
Unique Skills:
College Planning
Investment Management
Stock Option Management
|
4
Total Companies1995
Oldest Founded1
Countries22
Unique SkillsSimilar Companies
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Alternative Company Names
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