Why choose this provider?
Blue Chip is a financial advisory firm that serves the Waterford community. It helps nearly retired individuals and business owners achieve their desired financial outcomes by offering wealth and investment management solutions. The company also provides estate and tax planning strategies. Its founder, Robert K. Steinberg, is a certified public accountant, a Certified Financial Planner, and an estate planning attorney. He started his career working as a tax planner and advisor for a financial advisory firm.
Professionalism:
- Responsiveness
- Friendliness
- Helpfulness
- Detail