Bluewater Financial Service

In 2013 we formed Market Square Advisors initially out of frustration with the status quo at our previous firms. As individual advisors we envisioned building a team of advisors who could truly collaborate and share years of experience, knowledge and resources with the end goal of providing impactful, transparent result to the clients we serve.

Integrity Financial Planning, based in Roanoke, Virginia, is an independent registered investment advisor and fiduciary dedicated to helping high-net-worth individuals protect their retirement assets and enhance their income through tailored financial strategies. Their comprehensive services include wealth preservation, tax mitigation, charitable giving, and private wealth management, all customized to meet each client's unique needs and risk tolerance. With a focus on a four-step process—discovery, planning, implementation, and ongoing optimization—Integrity Financial Planning ensures that clients receive personalized attention and strategies that align with their financial goals. Their commitment to fiduciary duty guarantees that clients' best interests are always prioritized in every aspect of their financial planning journey. Generated from the website

Thrivent Financial - Blue Ridge Group in Roanoke, VA, offers tailored financial guidance to help individuals achieve their personal goals while supporting meaningful causes. Led by advisor Charles Leiser, the group draws on industry expertise to map out paths for clients seeking a more secure financial future. The firm provides various financial planning services, including investment advisory and planning engagement options, while ensuring that clients receive knowledgeable insights. Thrivent is dedicated to helping individuals navigate their financial landscapes responsibly, ensuring compliance with local regulations and standards. Generated from the website