Cindy G.

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I first came to Blue Trust six years ago knowing I needed to be a better steward of the money I was blessed with, but I was totally risk averse! My advisor took the time and patience to educate me in the investment process and get to know me as a person so that the financial plan was developed truly for me and my risk tolerance. The plan has performed beautifully – right in line with our projections which, to me, is a true testament to his mentoring and leadership. I never would have believed it, but now I have overall confidence in the investment process!

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 6/30/24 and subject to change.
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