Blue Dot Wealth Management is an independent financial advisory firm based in Chandler, AZ, founded by Rob Young with over 20 years of industry experience. Committed to acting with integrity and serving honestly, the firm aims to create value in the lives of its clients by offering personalized financial services that reflect their unique goals and values.
With a focus on strategic planning, socially responsible investing, and retirement planning for families and small businesses, Blue Dot Wealth Management takes a client-centered approach to help individuals navigate their financial journey. Supported by their independent broker-dealer, Cambridge Investment Research, Inc., the firm has the freedom to structure their business in a manner that best serves their clients' needs.
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