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Blue Rock Avenue One

"We collaborate with companies and people like you, leveraging our collective expertise and bench strength to reach your retirement planning and wealth management goals.Our clients trust us to help them make smart money decisions that benefit their portfolios, their families and their overall financial health.Our energized, agile, experienced approach to financial advice, retirement planning and wealth management delivers optimum plan performance.""Blue Rock Avenue One is built to be a place where we embrace client relationships with genuine connection, and personalized financial planning services have relevance, meaning and responsiveness.Our team is energized, agile, experienced and passionate about exceptional wealth management and retirement planning. We deliver advice to our clients that's professional, consistent, cutting edge, tech savvy and wise … without being commonplace.We like to think it's refreshing. But to us, we're just being us."

Blue Rock Avenue One Teams Up With Boys & Girls Clubs of Delaware to Give Wealth of Opportunity to Adolescents in Need

Blue Rock Avenue One Teams Up With Boys & Girls Clubs of Delaware to Give Wealth of Opportunity to Adolescents in Need

Blue Rock Avenue One, a Delaware retirement and wealth advisory firm, proudly gives back to the community. One way the firm gives back is through their sponsorship of Stanley's Tavern Golf Classic, which tees off on May 17, 2021 at…

Cortney Milner and Kathleen Townsend Promoted to Partner at Blue Rock Avenue One

Cortney Milner and Kathleen Townsend Promoted to Partner at Blue Rock Avenue One

Cortney Milner and Kathleen Townsend were college interns when they first came to Blue Rock Avenue One. The financial advisory firm promoted both to partner, recognizing their status as authorities in their respective fields and their contributions and dedication to…

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