Naoko Mckelvey, Cfp® Email and Phone Number
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Naoko Mckelvey, Cfp® is a Senior Financial Advisor at Blue Chip Partners, Inc.. She possess expertise in retirement planning, estate planning, investment advisory, 401 service.
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Senior Financial AdvisorBlue Chip Partners, Inc.Franklin, Mi, Us -
Senior Financial AdvisorBlue Chip Partners, Inc. Oct 2019 - PresentFarmington Hills, MiBlue Chip Partners, LLC (Blue Chip) is a privately-owned, registered investment advisory (RIA) firm headquartered in Farmington Hills, Michigan. Blue Chip provides comprehensive financial planning and investment management services to high net worth individuals and families. We strive to help our clients get the most life out of their wealth, and to be a great place to work for our employees. Our team of financial advisors has the knowledge and experience necessary to create a… Show more Blue Chip Partners, LLC (Blue Chip) is a privately-owned, registered investment advisory (RIA) firm headquartered in Farmington Hills, Michigan. Blue Chip provides comprehensive financial planning and investment management services to high net worth individuals and families. We strive to help our clients get the most life out of their wealth, and to be a great place to work for our employees. Our team of financial advisors has the knowledge and experience necessary to create a customized financial plan that meets your unique needs. On staff, Blue Chip has multiple CERTIFIED FINANCIAL PLANNER™ professionals, Chartered Financial Analyst® designations, Certified Public Accountants, Chartered Market Technician® designations and licensed attorneys (Michigan). Blue Chip’s equity investment management approach focuses on owning individual, high-quality “blue chip” businesses that are dividend growers and/or industry leaders in their respective sectors. Owning individual equities can reduce costs as compared to the typical advisory relationship and provides more opportunities for our team to manage portfolios in a tax-efficient manner. In addition, when clients understand the businesses that they own, we have seen increased comfort to take risks and to stay invested when market volatility occurs. While we do use third-party asset managers for the international stock and bond allocation of the portfolio, we utilize low-cost offerings with an emphasis on strategic diversification. Our investment process is driven by a centralized, in-house investment department and committee that support our financial advisors. Advisors at Blue Chip have developed specific expertise as it relates to the needs of corporate executives with concentrated stock positions, professionals, and those nearing retirement. Please visit our website at www.bluechippartners.com for more information. Delegate Confidently™ with Blue Chip Partners, an equal opportunity employer. Show less -
Senior Financial AdvisorBlue Chip Partners Oct 2019 - PresentFarmington Hills, Michigan, United States
Naoko Mckelvey, Cfp® Skills
Frequently Asked Questions about Naoko Mckelvey, Cfp®
What company does Naoko Mckelvey, Cfp® work for?
Naoko Mckelvey, Cfp® works for Blue Chip Partners, Inc.
What is Naoko Mckelvey, Cfp®'s role at the current company?
Naoko Mckelvey, Cfp®'s current role is Senior Financial Advisor.
What is Naoko Mckelvey, Cfp®'s email address?
Naoko Mckelvey, Cfp®'s email address is nm****@****ers.com
What is Naoko Mckelvey, Cfp®'s direct phone number?
Naoko Mckelvey, Cfp®'s direct phone number is +124820*****
What skills is Naoko Mckelvey, Cfp® known for?
Naoko Mckelvey, Cfp® has skills like Retirement Planning, Estate Planning, Investment Advisory, 401 Service.
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