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Blue Chip Financial Corp.

Financial services in Melville, NY (show on map)

Blue Chip Financial Corp provides comprehensive financial services and insurance products tailored to individual, business, and nonprofit clients.

Call (631) 470-2150
Navigate to Visit website
Blue Chip Financial Corp. website

About

Blue Chip Financial Corp offers quality financial services and insurance products, often reserved for the wealthiest investors, to individuals, public and private businesses, and not for profit organizations regardless of size and status. Our experienced Financial Advisors recognize that one size does not fit all.

We will custom-tailor financial plans and insurance programs suited to the unique needs, goals and dreams of our clients. Whether you come to us seeking to retire comfortably, educate your children, leave a legacy or provide for the care of a loved one, we can help. We value old fashioned service while keeping current with financial industry developments to bring you a positive client experience.

Custom-tailored financial plans
Wide range of insurance products
Experienced financial advisors

Services

Life Insurance

Provides financial protection for beneficiaries in the event of the insured's death.

Protection for beneficiaries Tax-free death benefit

Disability Insurance

Provides income replacement if the insured becomes disabled and unable to work.

Income replacement Tax-free benefits

Long Term Care Insurance

Covers costs associated with long-term care services.

Covers nursing home, assisted living, and home health care Tax-free benefits

Health Insurance (Group or Individual)

Provides coverage for medical expenses.

Medical expense coverage Network of providers

Mutual Funds / Managed Portfolios / Investment Advisory

Provides investment management services and portfolio construction.

Professional portfolio management Diversification

Retirement Plans (Roth, Traditional, IRA rollovers, corporate plans)

Offers planning and management of various retirement savings vehicles.

Tax-advantaged retirement accounts Employer-sponsored plans

Credentials & Certifications

CLU
Since 1985
ChFC
Since 1985
LUTCF
Since N/A

Frequently Asked Questions

What is a SIMPLE? +

The SIMPLE plan may appeal to small business owners as it is easy to set up, administer, and allows for a tax deduction.

What is an IRA Rollover? +

If you leave a job or retire, you should consider your options regarding your employer retirement plan assets.

What is a Roth 401(k)? +

A Roth 401(k) is funded with after-tax money, and allows for tax- and penalty-free withdrawal of earnings if requirements are met.

What is a Profit-Sharing Plan? +

Profit-sharing plans give employees a share in the profits of a company and can help to fund their retirements.

What is a Money Purchase Pension Plan? +

A money purchase plan is a retirement plan where employer contributions are based on a fixed percentage of compensation.

What is a 403(b) Plan? +

A 403(b) plan is a tax-deferred retirement savings plan that can only be offered by a 501(c)(3) tax-exempt entity.

Contact Blue Chip Financial Corp.

Blue Chip Financial Corp.
Category
Financial services
Wheelchair Accessible
Call (631) 470-2150

Opening Hours

Sunday
Closed
Monday
9 am–4 pm
Tuesday
9 am–4 pm
Wednesday
9 am–4 pm
Thursday
9 am–4 pm
Friday
9 am–4 pm
Saturday
Closed

Location

Location of Blue Chip Financial Corp., 200 Broadhollow Rd Suite 207, Melville, NY 11747 · View on Google Maps

Screenshot Gallery

Get in Touch

Ready to work with Blue Chip Financial Corp.?

Reach out today to schedule a consultation.

(631) 470-2150

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