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Testimonials

"Trustworthy, dependable, friendly, knowledgeable, on top of everything (broad term) and our money is doing well for us."

— Ann F., Client Since 2017

"Blue Ridge Wealth Planners is a refreshing change from the big brokerage firms. They empower, educate, and offer personalized financial services."

— Kathy P., Client Since 2019

"I invested with Blue Ridge Wealth Planners before the downturn in 2008. Many of my friends lost a lot of money during that downturn and sold their investments at a loss. I maintained my investments with Blue Ridge Wealth Planners during that time and at the end came out about where I was before or possibly a little bit ahead."

— John S., Client Since 2007

"Blue Ridge Wealth is very proactive in dealing with our portfolios and questions. The staff has been very courteous, responsive, and excellent in our phone and meeting conversations."

— Bruce B., Client Since 2018

"They are fiduciaries! That means they are bound to put their clients interest above their own. Give them a chance to perform for you, as they are for me. You won't be sorry you did."

— Theresa K., Client Since 2022

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Knoxville: (865) 392-4260
Chattanooga: (423) 226-0600
Email: clientrelations@blueridgewealth.com

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