Blue Chip Financial LLC

Blue Chip Financial LLC is a financial planner in Stamford, Connecticut, serving individuals, families, and business owners with comprehensive financial services. The firm specializes in portfolio management, retirement planning, estate planning, education funding, risk management, and business and personal succession strategy. Founded in 1998 by Steven B. Katz, the firm emphasizes transparency, integrity, and proactive, objective advice to help clients achieve financial confidence. It operates as an independent advisor supported by LPL Financial, which provides access to a wide range of tools without proprietary product pressures, ensuring client interests remain paramount.

The firm’s approach centers on creating a single point of contact for clients to coordinate all aspects of their financial lives. Steven B. Katz brings experience from roles at Xerox Corporation, Shearson Lehman Brothers, Smith Barney, and New England Financial, which contributed to the founding of Blue Chip Financial as a client-focused alternative to traditional financial services models. The firm works closely with clients to develop personalized strategies across investment planning, retirement, estate, and insurance needs, while coordinating with tax and legal advisors when necessary.

Located at Six Landmark Square, Suite 400 in Stamford, Connecticut, the firm occupies a space within a commercial complex in the city’s central business district. It serves clients throughout the Stamford area and surrounding communities.

With a perfect 5.00 rating based on two reviews, Blue Chip Financial is recognized for its client-centered philosophy and commitment to objective financial guidance. The firm’s independence from proprietary products and its focus on long-term planning reflect a consistent standard of service and trust.

In Stamford, Blue Chip Financial stands as a trusted resource for individuals and businesses seeking thoughtful, personalized financial planning grounded in integrity and expertise.

Services:

• Estate Planning
• Investment Advisory
• Retirement Planning
• Tax Consulting
• Wealth Management