BLUE ROCK'S SERVICES
Blue Rock Financial Services, Inc. is a Registered Investment Advisor based in southern Oregon and serving clients over a wide geographical area. The firm specializes in providing unbiased advice and assistance to people who want to organize and streamline their financial lives.
As the founder and owner of Blue Rock, Michael Harris began his financial services career 23 years ago as a broker trainee, but he quickly realized that this was not how he wanted to work with people. He then spent thirteen years as a trust officer and portfolio manager with a national bank, which allowed him to develop both the passion for working closely with individuals and the expertise to help them in the comprehensive management of their financial lives.
In addition to practical experience in financial consulting and investment management, he has earned the Certified Financial Planner certification to better assist people. He established Blue Rock Financial in 2006, with a firm commitment to offering customized financial solutions to people who recognize the value of fee-only financial services.
One basic principle that Mr. Harris believes in very strongly is that fee-only services are the best way to deal with clients in the financial arena, and thus he has structured the practice at Blue Rock so that we receive no commissions or other compensation on the sales of any products we recommend. For those assets directly managed by Blue Rock, we charge a percentage of assets for investment management. This means that our goals are aligned with your goals.
If this type of relationship makes sense to you, please explore the site or give us a call.
Blue Rock Financial Services, Inc. is a Registered Investment Advisor licensed in the states of Oregon and California. Prior to conducting business in any other state, we will ensure compliance with all necessary state laws regarding licensing and exemptions.
email: Blue Rock