Blue Chip Financial LLC

Blue Chip Financial LLC is a Financial Planner in Stamford, CT. The firm specializes in portfolio management for individuals, families, businesses, foundations, and endowments. Its service offerings include investment planning, retirement planning, estate planning, education funding, and risk management. Specific tasks involve determining asset allocation needs, understanding risk tolerance, recommending appropriate investment vehicles, and monitoring plans. The firm also helps clients make the most of employer-sponsored retirement plans and IRAs, manages assets before and during retirement, reviews wills and trusts, and coordinates with tax and legal advisors. Additionally, it provides business and personal succession strategy, insurance planning, and reviews existing insurance policies to recommend changes when needed.

Steven B. Katz established Blue Chip Financial in 1998 after years of witnessing clients charged excessive fees and receiving little value in return. Prior to founding the firm, Katz rose through sales management ranks at Xerox Corporation, was trained at Shearson Lehman Brothers, moved to Smith Barney, and built an investment and insurance partnership at New England Financial. His vision was to create an independent financial services company that offers clients a single go-to advisor who proactively plans and coordinates all the different pieces of their financial lives. The firm prides itself on transparency, integrity, and respect while providing proactive, objective advice designed to help clients achieve financial confidence.

Blue Chip Financial is an independent firm supported by the robust resources of LPL Financial, which is described as the nation’s largest independent broker/dealer. As independent advisors, the firm has no obligation to investment product companies, a parent company, or shareholders, and operates without quotas or home-office directives. LPL Financial does not offer proprietary products or engage in investment banking activities, allowing advisors to provide objective investment recommendations without pressure to sell specific products. This structure ensures that the interests of the clients are the primary focus of the firm’s guidance.

The business holds a rating of 5.00 based on 2 reviews. This positive rating reflects the experience of the customers who have reviewed the firm.

Blue Chip Financial LLC provides objective financial guidance and comprehensive planning services to individuals and businesses in Stamford, CT.

Services:

• Estate Planning
• Investment Advisory
• Retirement Planning
• Tax Consulting
• Wealth Management