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We are dedicated to providing strategic wealth planning and management to individuals, families and business owners.  Simply put, we strive to be our client’s most trusted advisor. We take pride in the long terms relationships we’ve established based on honesty, trust, and our dedication to the highest level of client service.  This includes professionally supporting, educating and providing direction as well as collaborating with professionals from other fields to best serve our client’s needs, goals and values. Whether you have investment or insurance needs, we are here to help.

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Our Services

What We Do

The professionals at Blue Chip Financial specialize in portfolio management for individuals, families, businesses, foundations, endowments, retirement plan design and implementation, business and personal succession strategy, and insurance planning.

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Individuals and Families

Since 1998 we have been assisting individuals and families build financial independence through strategic retirement planning, wealth management and comprehensive insurance strategies to protect them. We feel strongly that life full of obstacles; the key to financial confidence is through planning.

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Business Owners

Whether you are starting a business or are contemplating succession or exit strategies, you need a trusted advisor who can help guide you through the process of preserving what you have worked so hard to build.

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Steven B. Katz

Selecting a professional to oversee your financial affairs could be one of the most important decisions you make. I decided to establish an independent financial services company after years of witnessing clients charged excessive fees and receiving little value in return. My vision was to create a company that could offer its clients a single go-to advisor who proactively plans and coordinates all the different pieces of their financial lives. A company that prides itself on transparency, integrity and respect while providing proactive, objective advice designed to help our clients achieve financial confidence. This is what you can expect from Blue Chip Financial.

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Weekly Market Signals - LPL Financial 

Listen to "Market Signals by LPL Financial" on Spreaker.

 

Get Up To Speed On Post-Election Policy, the Economy, Stocks, Bonds, and LPL Research’s 2021 Economic and Market Forecasts.

 

Click to hear Steven describe how his clients benefit from engaging a financial advisor.

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Latest Blog Posts

What Do I Do With All of This Money?

Submitted by Blue Chip Financial on February 3rd, 2021


Just because it’s a nice problem, doesn’t mean it’s not still a problem. Or put another way, it's a problem worth dealing with! 

 

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The Importance of Proper Planning for a Physically Ill Spouse or Loved One

Submitted by Blue Chip Financial on February 3rd, 2021

Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several financial considerations that you will need to ponder, and naturally, these will not work with every situation, and chatting with a professional financial planner is one place to start. 

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2021 Limits for IRAs, 401(k)s and More

Submitted by Blue Chip Financial on November 16th, 2020

Numbers to know for the new year.

On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note.

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  •   Six Landmark Square Suite 400, Stamford, Connecticut 06901
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