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Submitted URL: http://bluepacificadv.com/
Effective URL: https://www.bluepacificadvisors.com/
Submission: On March 08 via api from US — Scanned from DE
Effective URL: https://www.bluepacificadvisors.com/
Submission: On March 08 via api from US — Scanned from DE
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Menu * Home * About * Team * Mission Statement * Products and Services * Useful Links * Contact * Resource Center * Products and Services * Retirement * Estate * Investment * Insurance * Tax * Money * Lifestyle * Glossary * Tax Resources * Client Login * eQuipt Client Portal * Portfolio On OneView HOW CAN WE HELP? Contact Us When a client leaves a planning meeting we want them to feel secure they have a Plan A for smooth sailing and a Plan B for choppy seas. Choosing an Advisor is one of the most important life decisions you will make and incredibly personal. We want to be your forever choice. We value the trust you have placed in us. At Blue Pacific we will treat you like family. We will earn that trust as we look at your entire financial picture and provide you with clear, consistent advice and the pro-active, concise information you need to be smart with your money. Learn More When a client leaves a planning meeting we want them to feel secure they have a Plan A for smooth sailing and a Plan B for choppy seas. Choosing an Advisor is one of the most important life decisions you will make and incredibly personal. We want to be your forever choice. We value the trust you have placed in us. At Blue Pacific we will treat you like family. We will earn that trust as we look at your entire financial picture and provide you with clear, consistent advice and the pro-active, concise information you need to be smart with your money. Learn More When a client leaves a planning meeting we want them to feel secure they have a Plan A for smooth sailing and a Plan B for choppy seas. Choosing an Advisor is one of the most important life decisions you will make and incredibly personal. We want to be your forever choice. We value the trust you have placed in us. At Blue Pacific we will treat you like family. We will earn that trust as we look at your entire financial picture and provide you with clear, consistent advice and the pro-active, concise information you need to be smart with your money. Learn More When a client leaves a planning meeting we want them to feel secure they have a Plan A for smooth sailing and a Plan B for choppy seas. Choosing an Advisor is one of the most important life decisions you will make and incredibly personal. We want to be your forever choice. We value the trust you have placed in us. At Blue Pacific we will treat you like family. We will earn that trust as we look at your entire financial picture and provide you with clear, consistent advice and the pro-active, concise information you need to be smart with your money. Learn More When a client leaves a planning meeting we want them to feel secure they have a Plan A for smooth sailing and a Plan B for choppy seas. Choosing an Advisor is one of the most important life decisions you will make and incredibly personal. We want to be your forever choice. We value the trust you have placed in us. At Blue Pacific we will treat you like family. We will earn that trust as we look at your entire financial picture and provide you with clear, consistent advice and the pro-active, concise information you need to be smart with your money. Learn More Mission Team Services NAVIGATING THROUGH EVERY STAGE OF LIFE We create financial strategies tailored to your goals. YOUR GOALS, YOUR MILESTONES Learn more DEFINING YOUR WEALTH Learn more FINANCIAL SERVICES AND STRATEGIES Learn more QUESTIONS? Our Experienced Team Can Help! Name Email Address Phone Question Send Thank you! Oops! CONTACT Office: 415-524-8186 Fax: 415-520-2014 50 California Street Suite 1500 San Francisco, CA 94111 Lindsey@BluePacificAdv.com QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Osaic Form CRS Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. 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