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Our Firm

At Blue Bear Financial, we are a full-service firm. We hold the title of Certified Financial Planner, distinguishing us from many of our colleagues. Our advisors meet rigorous educational and experience requirements beyond the industry standard. We are held to the highest levels of integrity and code of ethics within the industry. As an independent firm, we have the freedom to utilize and offer a full spectrum of investments and services without proprietary bias. Our obligation is to our clients and what is best suited for you. Therefore, our client’s success, is our success.

Our mission is to recognize and understand our client’s needs, wants and goals to identify what is working, and where modifications can be implemented. We then create an all-encompassing and fully customized strategy to facilitate growth, security, and independence by addressing todays needs and anticipating tomorrow’s hurdles.

We are a full-service brokerage, offering a diversity of services to pursue each client’s ideology of success. Navigating the endless number of resources in today’s financial world can be challenging and overwhelming. We are here to help you understand your options and take on some of life’s worries so that you can focus on what matters most.

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