BlueBird Advisory - Boulder, Colorado

Address: 4845 Pearl E Cir # 101, Boulder, CO 80301, United States.
Phone: 3034771144.
Website: bluebirdadvisory.com
Specialties: Financial advisor.
Other points of interest: On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of BlueBird Advisory

BlueBird Advisory 4845 Pearl E Cir # 101, Boulder, CO 80301, United States

⏰ Open Hours of BlueBird Advisory

  • Monday: 7:30 am–5 pm
  • Tuesday: 7:30 am–5 pm
  • Wednesday: 7:30 am–5 pm
  • Thursday: 7:30 am–5 pm
  • Friday: 8:30 am–5 pm
  • Saturday: 9 am–12 am
  • Sunday: Closed

Introduction to BlueBird Advisory

BlueBird Advisory, located at 4845 Pearl E Cir # 101, Boulder, CO 80301, United States, is a reputable financial advisory firm that has been delivering exceptional services to its clients. The company can be contacted via phone at 3034771144 or by visiting their website at bluebirdadvisory.com.

Specialties and Services

BlueBird Advisory specializes in providing comprehensive financial advisory services. The firm offers on-site services, ensuring that clients receive personalized attention and tailored solutions to meet their financial goals. Additionally, the office is equipped with wheelchair-accessible features, including a parking space and an entrance, further demonstrating the company's commitment to accessibility and inclusion.

Client Reviews and Testimonials

BlueBird Advisory has garnered a strong reputation among its clients, receiving an impressive 4 reviews on Google My Business, with an average rating of 5/5. One satisfied client, Peter Ruh, shared his experience working with the firm, stating: "Peter Ruh is an amazing financial advisor. My wife and I have been working with Peter for 4 years now, and our investments keep moving in the right direction. He is very personable and listens to us when we make requests or have suggestions. He is the financial expert we look to and trust. Thank you, Peter"

Based on client testimonials, it is evident that BlueBird Advisory's success can be attributed to their personalized approach, commitment to client satisfaction, and their expert financial advice. The firm's dedication to understanding and addressing each client's unique financial situation sets them apart from their competitors.

Why Choose BlueBird Advisory

  • Expert financial advice tailored to individual needs
  • Personalized service and attention from experienced professionals
  • Commitment to accessibility and inclusive services

Final Recommendation

If you are seeking a reliable and knowledgeable financial advisory firm, BlueBird Advisory is an excellent choice. Their track record of success, combined with their dedication to client satisfaction, makes them a standout option in the industry. To learn more about their services or to schedule a consultation, visit their website at bluebirdadvisory.com or contact them directly at 3034771144.

👍 Reviews of BlueBird Advisory

BlueBird Advisory - Boulder, Colorado
Scott B.
5/5

Peter Ruh is an amazing financial advisor. My wife and I have been working with Peter for 4 years now and our investments keep moving in the right direction. He is very personable and listens to us when we make requests or have suggestions. He is the financial expert we look to and trust. Thank you Peter!

BlueBird Advisory - Boulder, Colorado
Tina W.
5/5

I met Peter Ruh through a ski group. One day I asked him to explain crypto to me. He did and gave me a recommendation. I tripled my investment the first week and that “ tip” continues to do well.
After a few months, I shared with him that I was desperate, as I did not think I could afford my rent renewal or ever be able to buy my own home again. I was petrified. Peter assured me there was a path forward. I shared my financials. and Peter introduced me to a realtor. Within 6 weeks I became a homeowner!
Peter put together a long term plan that gave me the security and confidence I needed…especially headed towards retirement. In fact, he helped me to understand that I could actually retire in a few years.
Peter never pressured me to manage my investments or made me feel obligated. After working with him, I realized that buying a home was not only possible but would likely cost me less after taxes than renting! Plus, I love that Peter gave me a 50% discount for the first year of services because we both love the outdoors!
I had always heard financial advisors were expensive and I wasn’t “wealthy enough” for an advisor to be interested in me. Peter made me feel worthy and I quickly understood that working with Peter has been invaluable.
He did all of this with compassion and integrity. As a result, I, without further thought, left 30 years of Vanguard and gave Peter my entire portfolio. It goes without saying how highly I recommend him….especially as I’m sitting on my very own porch enjoying my mountain view. Without Peter I’d still be suffering the stress of renting and frequent moving while staring at a parking lot feeling insecure about my future. He is the best!

BlueBird Advisory - Boulder, Colorado
Christy L.
5/5

I've had Peter as my asset manager and financial advisor for almost two years now. I selected him after interviewing more than 7 different advisors.

I chose him because he was only one of two advisors that I interviewed that could and would "actively" manage my portfolio. And, he was the only advisor that was as excited about some of the innovative companies and technologies out there like I am.

He doesn't just "allocate" and "rebalance".... which honestly can be done by an ETF or roboadvisor service. He created a custom program for me based on my risk tolerance and goals, and actively rotates my money based on the macroeconomic environment and fundamental analysis.

So far the results of the active management speak for themselves - to say we are beating the market is putting it mildly.

It doesn't hurt that he is a great guy and fun to have a good meal with too ;).

BlueBird Advisory - Boulder, Colorado
Elias M.
5/5

Peter and the BlueBird Advisory team have done a fantastic job in helping me set up a financial plan for the future. With their help, I was able to get a great sense of the financial markets, key indicators of growth, and where to allocate funds. Over time we have worked together to solve my purchase anxiety, better understand financial models, and create a plan for a long term success. As a younger investor, Peter has helped my buy companies, ETF, and other assets to hold. As a skier, he's also a great friend on a powder day!

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