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About

We are a fiduciary fee based Investment Advisory firm that specializes in full service, comprehensive financial planning. We work with our clients preserve their hard earned money, maximize income during retirement, minimize financial risks and effectively preserve family wealth.

Blue and Gray Financial is an independent financial planning firm that is not limited by a one size fits all philosophy.  We are a fee based fiduciary financial planning firm that is honest, holistic, and unbiased.

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