Bluechip Financial Advisors Overview

  • Year Founded
  • 1998

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

Bluechip Financial Advisors General Information

Description

Provider of financial advisory services intended to support long-term financial well-being through financial planning and investment guidance. The company offers wealth management, financial planning, tax advisory support, retirement planning, insurance guidance, and employee benefits expertise, enabling individuals, corporate executives, and business owners to make informed financial decisions and strengthen long-term financial security.

Contact Information

Website
www.bcfa.net
Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Corporate Office
  • 34 Hemingway Dr
  • Riverside, RI
  • United States
Primary Industry
Asset Management
Acquirer
GCG Wealth Management
Corporate Office
  • 34 Hemingway Dr
  • Riverside, RI
  • United States

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Bluechip Financial Advisors Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Bluechip Financial Advisors FAQs

  • When was Bluechip Financial Advisors founded?

    Bluechip Financial Advisors was founded in 1998.

  • Where is Bluechip Financial Advisors headquartered?

    Bluechip Financial Advisors is headquartered in Riverside, RI.

  • What industry is Bluechip Financial Advisors in?

    Bluechip Financial Advisors’s primary industry is Asset Management.

  • Is Bluechip Financial Advisors a private or public company?

    Bluechip Financial Advisors is a Private company.

  • What is Bluechip Financial Advisors’s current revenue?

    The current revenue for Bluechip Financial Advisors is .

  • When was Bluechip Financial Advisors acquired?

    Bluechip Financial Advisors was acquired on 01-Jul-2026.

  • Who acquired Bluechip Financial Advisors?

    Bluechip Financial Advisors was acquired by GCG Wealth Management.

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