Jan & Seth

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We came to Blue Trust Financial Services through a family inheritance – Blue Trust served Jan’s father for over twelve years. The firm aligned her father’s finances with his values and grew his investments consistently.

Our advisor, Daniel Chacon, provided straightforward advice regarding our entire financial situation as we entered retirement. Daniel’s expertise in budget planning and investing gave us peace of mind. Daniel’s caring extends beyond just our finances. He’s truly invested in our full well-being. Daniel’s counsel reflects his deep wisdom, broad expertise, and high ethics. I cannot recommend Daniel Chacon highly enough. He has helped us navigate retirement and life decisions with clarity and trust.

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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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