Blue Trust | Atlanta Financial Advisors - Atlanta, Georgia

Mike C.

I have worked with my Blue Trust teams for over 40 years. Currently, I work with Suzanne and Megan, and throughout the decades, I’ve consistently experienced a truly personalized level of service. Unlike some firms where clients can feel like just a number, my team has always made me feel known and valued. I especially appreciate the consistency—there hasn’t been a revolving door of client advisors, which has built a strong sense of trust and continuity.

My advisors regularly provide financial snapshots along with detailed projection spreadsheets that map out income, expenses, potential inflation, and growth rates. This gives me a clear and comprehensive dashboard of possible future scenarios, helping me plan with confidence.

Keishi K.

Our experience with The Blue Trust team has been very positive. The extra mile service and care they have provided to cater to our specific needs and situation has been extremely beneficial and comforting. We appreciate their God-centered and mission focused approach and have been blessed by our specific financial advisors, Trey and Greg and their assistant Jennifer. Not only do they give sound financial analysis and advice regarding our portfolio, but they also genuinely care about our family, and we were very encouraged by their prayers after our meeting. They are a five-star team, and we highly recommend the excellent service they offer to others!

Audree V.

I don’t know how they do it but I always imagine SAINTS sitting together rearranging numbers, as information comes in, so the puzzle pieces fit together perfectly for me. And, the best and most important part is prayer before and after. I am a grateful recipient with special thanks to Morgan and team!

Lois B. W.

I can’t imagine how I would be navigating my finances since becoming a widow without my Blue Trust Financial Advisor. Nancy Anglyn is a tremendous support and is extremely knowledgeable.

Becky K.

Greg and his team have been helping me with financial planning and investments for a number of years now. I have been very impressed with their thoughtful and thorough analysis of my specific situation. I have been very pleased not only with the technical excellence of their advice but, more importantly, of the God-centered, mission focused aspect of it. I could not recommend Greg's team and Blue Trust more. Many of the team members are like family to me. I'm thankful to have had Blue Trust as my financial advisors for twenty-two years.

Kerry T.

As a widow with several children, Blue Trust has been a vessel in helping me from the very beginning with finances, stewardship and just learning how to navigate life for almost a decade. They have gone above and beyond with biblical counsel to help me thrive in this new role God has given me. I truly love my Blue Trust family.

Jim A.

We could not be more pleased with the Blue Trust team. They have provided exceptional financial advice with clear objectives and expert planning. The entire staff at Blue Trust is so easy to work with and follow through is second to none. The priority placed on the client relationship and achieving financial goals exceeds our expectations.

Liz B.

Blue Trust has been a blessing in my life. As a single woman, I needed the advice and guidance they provided to help me feel comfortable with retirement. Hiring a Christian based organization was very important to me. They have provided so much support and are always ready to answer questions - I have had several.