True Blue Financial
- Financial Services & Investments
- Investment & Financial Services
- Financial Consultants
- Tax Service
True Blue Financial provides a leading source of objective advice for accumulating and managing personal wealth. Whether you are saving for a child's college education or helping to support an aging parent, you are faced with a wide array of financial considerations - all this while you prepare for your own retirement and consider what's to be done with your own estate. At True Blue Financial, our expert and experienced financial advisors will design a customized plan to guide you and help you realize your dreams.
Independence at True Blue Financial translates to more freedom of product choice, more quality service, more regulatory expertise, and more technological capabilities. True Blue Financial seeks to fulfill your needs with suitable options from a wide range of the nation's top providers of:
Comprehensive asset management accounts
Variable and fixed annuities
Individual stocks and bonds
Estate, college, business, tax and retirement planning
Domestic and foreign securities
Alternative investments Insurance
* Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. LPL Financial has been named the nation's #1 independent brokerage firm for 20 consecutive years nased on total revenues as reported in Financial Planning magazine, June 1996-2017.
- Investment Mangement
- Financial Planning
- Retirement Plans
- Wealth Management
Whom to Contact
- Lucas BrownOwner/Founder7889 Red Arrow HighwayStevensville, MI 49127Phone: (269) 982-2710Fax: (269) 924-0959
- Nicole CoarInvestment Representative7889 Red Arrow HighwayPO Box 198Stevensville, MI 49127Phone: (269) 982-2710Fax: (269) 924-0959
- Victoria Holt, CFPCertified Financial Planner7889 Red Arrow HighwayPO Box 198Stevensville, MI 49127Phone: (269) 982-2710Fax: (269) 924-0959
Our offices are located on Red Arrow Highway in Stevensville, Michigan just south of the Cook Nuclear Power Plant entrance. We also have offices within Edgewater Bank.