Marc L Schaefer, AGT - Blue Point Financial

Blue Point Financial, located in Bethesda, MD, provides customized wealth planning and financial guidance to help clients navigate their financial journeys with confidence. Their approach emphasizes collaboration and personal understanding, ensuring tailored solutions that align with each client's unique goals and circumstances.

Committed to simplifying the complexities of wealth management, Blue Point Financial unites various financial services under one roof, allowing clients to work closely with a dedicated team of professionals. By fostering strong relationships, they prioritize client comfort and trust throughout the planning process, ensuring a personalized experience at every step.

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