Broker Check


Our comprehensive financial management means we're ready to address your every need.

Client Centered

Let’s take a moment to discuss Retirement and Group Benefits.

Taking a comprehensive look towards your financial independence so you are prepared with a plan for retirement is essential in todays world. We want you to transition into retirement with financial ease and success. This brings us to pension and benefits in the workforce. A company’s most valuable asset is likely its people. Attracting and retaining key talent is critical to sustained growth success. Pension and
benefits plans have a significant impact on the attractiveness of an employer. Cultivating employee awareness and understanding of their benefits can be a pivotal piece of employee retention. Our financial professionals will provide education and awareness, helping your team understand the value added to their total compensation.

Blue Bear Financials goal is to provide individuals and businesses with cost effective benefit solutions enhancing your loved one’s security and your confidence. We work with you to review and compare plans offering recommendations and solutions backed by our industry knowledge and experience. We will devise a strategy aligned with your needs and goals.