Blue Line Wealth Management of Brentwood

Blue Line Wealth Management of Brentwood is a Financial Planner in Brentwood, NY. The firm provides personalized, hands-on service to help individuals develop sound strategies for their financial goals. It specializes in portfolio management, retirement planning, and financial education, taking the mystery out of investing, insurance, estate conservation, and wealth preservation. The team has over 21 years of experience and has helped thousands of clients navigate their financial journeys. They focus on specific client groups, including law enforcement officers and their families, educators and school employees, and first-time investors. For educators, the firm helps understand how pensions, Social Security, and investments can work together. For younger clients, the team emphasizes the benefits of compound interest and the importance of starting early.

The firm operates out of the SCPBA Complex at 500 Express Drive South. The team includes Scott M. Frayler as President, Jeffrey B. Greco and Sean T. Carey as Partners, and Courtney Griffith as Director of Operations. Their approach is rooted in a personal desire to help friends and family who struggled to find accessible financial guidance. They aim to educate clients in an easy-to-understand manner so they can grasp personal finance concepts and pursue their objectives. The team views clients as part of the Blue Line family, prioritizing sound options and availability. Jeffrey Greco focuses on helping municipalities and their members conceive group benefit solutions, while Sean Carey strives to ensure clients are confident and comfortable with their financial plans. The firm offers a wide range of investment vehicles, including bonds, common stock, various types of IRAs, brokerage accounts, and annuities, alongside financial planning services for retirement, taxes, and college costs.

Blue Line Wealth Management of Brentwood holds a perfect 5.00 rating based on customer reviews. This positive feedback reflects the firm's reputation for clear communication and personalized advice in the Brentwood area.