Blue Heron Financial Group

Blue Heron Financial Group is a registered investment advisor and broker-dealer based in Annapolis, MD. They offer a wide range of services, including investment account management, financial planning, and insurance products. With a team of experienced professionals, Blue Heron is committed to providing personalized solutions to help clients achieve their financial goals.

As a community-focused firm, Blue Heron is actively involved in outreach programs and offers resources such as articles, calculators, and newsletters to educate and inform clients. They prioritize client satisfaction and strive to build long-term relationships based on trust and transparency. Securities and advisory services are offered through LPL Financial, a leading financial services firm, ensuring clients have access to a comprehensive suite of investment options.

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