"I have used Blue Chip Partners for quite a few years now and the service has been phenomenal. They've become friends, versus simply my financial planning source."

~ Wade P.

"Blue Chip Partners have managed our investments for 15 years, providing a tremendous level of personalized service. As fiduciaries, they have extensive technical expertise and wealth management experience that meets all of our needs. Blue Chip Partners does an outstanding job of listening to our goals and then utilizing their talented team to develop a customized strategy and financial plan that aligns. Furthermore, they are always ready to adapt the strategy and financial plan to changes in our lives and goals. As the financial plan is being executed, Blue Chip Partners are completely transparent with proactive communication and regularly scheduled checkpoint meetings to share progress and to answer any questions we have. My wife and I give our strongest recommendation to Blue Chip Partners."

~ David F.

"Blue Chip Partners provides excellent and sound financial planning and advice. Excellent customer service, highly skilled and knowledgeable for all financial planning needs. I have recommended Blue Chip to friends and family - highly recommend."

~ Ken K.

"We have been working with this firm since they were literally a 5-person team. At the time, we thought we were spoiled with the very "hands on" approach that they employed. As they have grown, though, they have not lost that personal interaction and deep relationship. Their growth has benefited us in providing more resources and services, but it has not diminished their key characteristic of success. They provide a great level of personal service and a true concern for the client."

~ Rick J.

"Clear and balanced investment strategy, direct and value added communications with intuitive online information and educational tools make Blue Chip Partners my trusted investment group. Founder and CEO, Robert Steinberg, has also done a tremendous job of attracting a team of top talent providing strategic investment depth and ensuring company longevity. Great team with a professional yet personal touch."

~ Jim R.

“I have nothing but good things to say about Blue Chip Partners. We have only been clients less than a year but feel very confident in placing our trust in this firm. We had been with a large, well known franchise investment company but decided to transfer our funds as the market became scary. We wanted to have more of an actively managed portfolio during the market’s staggering moves. Thank goodness we made that choice! I feel that we are in a much better position than if we had stayed put. Nearing retirement was also a consideration because we felt that we would need more guidance in that scenario. We receive continuous updates as changes are made to adjust the holdings in our account. So far, we would say it has been a great experience. Everyone we have dealt with in the office is a pleasure to work with as well. I guess I should mention that we learned about Blue Chip Partners from good friends that have trusted them for years. After scheduling a meeting to discuss moving our investments we knew this would be a perfect fit for us. And the transfer of our investments was handled swiftly and without any drama. We are very relieved to know our money is being watched over more closely now. Thank you, Blue Chip Partners!”

~ Liz H.