Blue Edge Financial
3.68/5.0
Thomas Young
5/5.0
03, Aug 2025
Easy onboarding
Documents upload via mobile was simple and intuitive. There was one typo in form labels, but overall it worked fine. Welcome call was friendly and felt genuine. Grateful for a hassle?free start.
Eleanor King
2/5.0
18, Jul 2025
Platform instability is concerning
The dashboard looks nice, but it crashes frequently. I lost track of a recent trade because the page logged me out unexpectedly. Then, uploading financial docs failed three times without clear error messages. Support was slow to respond and ended up giving me generic troubleshooting tips, not solving the core issue. For a platform handling sensitive financial moves, this reliability is worrying.
Benjamin Jenkins
4/5.0
06, Jun 2025
Custom savings plan
Advisor built plan around wedding savings. Spreadsheet was easy and clear. Portal integration could be tighter, but workable.
Thomas Harris
4/5.0
25, May 2025
Personalized service
Advisor reviews updates specific to my situation. Doesn?t use generic advice. Sometimes a bit slow getting responses via chat, but email turnaround is good. Appreciate thoughtful approach, not rushed decisions.
Christian Moreau
4/5.0
14, May 2025
Dependable Investment Advice
Been using Blue Edge for over a year and feel more in control of my money than I ever have. Their guidance around shifting to more conservative investments was spot-on for my needs. Sometimes I do have to wait a bit for replies during busy times, but otherwise it?s been smooth and informative.
Ethan Taylor
2/5.0
04, May 2025
Useful plans overshadowed by tech issues
The strategic roadmap they built was thorough?covering savings, investments, and taxes. But sadly, every time I try to view it online, the plan page fails to load or crashes. I end up calling support to get a PDF version. That breaks the convenience and interrupts the whole user experience, making me less eager to rely on the tools they offer.
Colin Murphy
3/5.0
23, Apr 2025
App needs work
The app froze multiple times while checking my balances. Had to uninstall and reinstall just to get it working again. It does the job, but it?s frustrating when it glitches this often.
Alexander Kante
4/5.0
12, Apr 2025
Balanced market insights
News summaries in dashboard are useful. Occasionally a link didn?t load, but most content is solid. Helps me stay on top of market trends.
Asher Thompson
5/5.0
02, Mar 2025
Educational webinars
Attended a webinar on market trends?presenter was clear and engaging. Slides were easy to follow. One typo in slides, but content was strong.
Brianna Weber
5/5.0
22, Feb 2025
Personalized Strategy that Works
My situation was complex, but they really took the time to ask the right questions and design a financial roadmap tailored just for me. Regular reviews help ensure I stay on track, and I love their approach ? no scare tactics, just data and options. Bonus: the portal gives visual goals progress, which helps me stay focused.
Nathan Adams
5/5.0
13, Feb 2025
Detailed retirement guidance
Received solid guidance on retirement allocation based on my goals. Advisor suggested practical rebalancing strategies without being pushy. Statements include clear summaries. Adds a personal touch by checking periodically. Happy with their professionalism and clarity.
Ella Martinez
2/5.0
06, Feb 2025
Lack of transparency after signup
During onboarding I was shown marketing materials with access to tax optimization tools and regular portfolio reviews. I signed up based on that. After a few months I realized webinars were rare and the tax advice was minimal. When asked, support said these features were not included in my tier ? info never provided upfront. Felt misled and disappointed.
Andrew Bell
4/5.0
20, Jan 2025
Convenient scheduling
Online scheduler makes booking calls easy. A reminder came late once, but I still made the call. Overall, scheduling workflow is smooth.
Daniel Papadopoulos
3/5.0
05, Jan 2025
Overly cautious advice
I understand the importance of safety, but their advice felt way too conservative for my age and risk tolerance. Felt like I was boxed into a one-size-fits-all approach.
Brandon Kowalski
4/5.0
20, Dec 2024
Strong First Year Experience
Joined Blue Edge last year and have seen steady performance so far. What stood out most was their proactive communication ? they reach out when markets shift and explain things without using too much financial jargon. One minor hiccup: a delay in updating my profile. But support fixed it quickly. Overall, very happy with the service quality and clarity.
Elijah Khan
1/5.0
10, Dec 2024
Support team seemed unprepared
When I had a sudden medical expense, I called for guidance fast. But the first two support agents I spoke with didn?t understand my concern or offer immediate solutions. They passed me around and later sent a generic template email. By the time someone knowledgeable called, my timeline had passed and I had to act without their help. That level of unpreparedness in an emergency was really frustrating.
Audrey Miller
5/5.0
07, Nov 2024
Clear documentation
All legal and investment docs are well?organized online. Understood terms without lawyer help. One label was mis?spelled, whatever.
Scarlett Davis
5/5.0
25, Oct 2024
Trustworthy advisors
Felt confident handing over financial info. Advisors double?checked each document. Portal gives me easy overview of holdings. Only glitch was a slow upload once, but support responded fast. Overall happy trusting them with long?term goals.
Cooper Baker
3/5.0
06, Oct 2024
Service is hit or miss
Sometimes I get great advice, and other times it feels like they?re rushing to end the call. There?s no consistency. It makes it hard to fully trust the guidance I?m getting.
Carly Henderson
5/5.0
26, Sep 2024
Trustworthy and Transparent
What impressed me most is their honesty ? no sugarcoating, just facts and suggestions. They always walk me through the rationale behind every change. No upselling, which I respect. My returns are steady and reflect my risk level, not inflated promises. It?s been a great partnership.
Anna White
4/5.0
14, Sep 2024
Helpful transition support
Changing bank account was supported with step?by?step guidance. Took a bit longer than expected, but I was kept in loop. Feels reliable.
Delilah Jackson
3/5.0
28, Aug 2024
Tech support needs improvement
When I had an issue uploading documents, tech support kept sending generic replies. I eventually figured it out on my own. They need better training for handling platform bugs.
Allison Chen
4/5.0
04, Aug 2024
Proactive alerts
Alerts for major market moves are timely. One false alarm came through, but it?s better to be safe than sorry. Good peace?of?mind feature.
Cody Jensen
3/5.0
22, Jul 2024
Account access issues
I had multiple problems logging into my account, especially after a recent update. The reset process is confusing, and the instructions were not very clear. Eventually got it fixed, but it took way too many steps.
Ryan Carter
5/5.0
05, Jul 2024
Regular portfolio check?ins
Quarterly review calls really help me stay on track. Advisor listens and makes small tweaks based on changing needs. Reports are detailed but readable. Feels like they pay attention.
Benjamin Johnson
4/5.0
23, Jun 2024
Friendly and efficient service
Customer rep was warm and answered all my questions thoughtfully. Investment portal is clean and straightforward. Occasionally the app lags, but overall it works well. See value in their advice and appreciate the occasional proactive check?in.
Caleb Hayes
5/5.0
14, Jun 2024
Great Mix of Tools and Human Support
Love the way Blue Edge blends personal advisory with strong digital tools. The dashboard shows a real-time snapshot of my investments, and there?s always someone available to explain the numbers if I have questions. I also really appreciate how they check in around major financial life events ? shows they?re paying attention.
Emma Scott
2/5.0
07, Jun 2024
Inadequate follow-up after errors
A mistake was made in my portfolio rebalancing?an amount was off by $5,000. I flagged it. They acknowledged the error but then didn?t follow up to confirm correction or explain why it happened. Weeks went by before I got a full update. For me, that delay and lack of care over a big sum was worrying and made me second-guess their attention to detail.
Ariana Silva
4/5.0
29, May 2024
Good value
Fees aren?t the cheapest out there, but service quality matches price. Haven?t seen any hidden charges. Overall satisfied.
Avery Adebayo
5/5.0
06, Apr 2024
Friendly check?in calls
Advisor called to see how life changes affected finances. No sale?push, just care. Felt supported and heard.
Sophia Williams
4/5.0
17, Mar 2024
responsive support team
Reached out about a transaction and received a thoughtful reply within a day. Explanation was friendly and clear. Portal layout could be improved, but not a big issue. Like how they follow up to check satisfaction.
Dylan Clark
1/5.0
07, Mar 2024
Billing errors and slow correction
There was an unexpected service fee posted without prior notice. When I reached out, the support rep took nearly two weeks to clarify and issue a partial refund. During that time I had to follow up multiple times, and each reply was generic and unhelpful. It wasn?t a small issue?it affected my budget planning. Trust was damaged, and I'm now hesitant to rely on their account statements or pricing transparency in future.
Chloe Martin
5/5.0
28, Feb 2024
Clarity from the Start
I was nervous about starting financial planning, but Blue Edge made it surprisingly easy. They didn?t just sell a product ? they explained how everything works and made sure I was comfortable before moving ahead. Love that they respect my pace and questions, even the repetitive ones!
Alexa Johnson
5/5.0
18, Jan 2024
Genuinely caring reps
Support staff offered patience when I had multiple questions. No pressure to invest more. Just answers and helpful guidance. Mistyped their name once, but that didn?t matter.
Henry Martinez
4/5.0
29, Dec 2023
Good educational resources
Access to articles and webinars gives helpful context. Sometimes content feels basic, but it's great for non?experts. Wish topics were more advanced, but still useful for building confidence.
Cameron Koul
4/5.0
11, Dec 2023
Useful Webinars and Email Updates
Their email updates are informative and frequent without being spammy. I?ve joined a couple of their webinars ? one on inflation impact was particularly good. There was a typo in one of the slide decks, but the speaker was excellent. The team?s professionalism makes up for minor issues like that.
Eli Robinson
2/5.0
04, Dec 2023
Inconsistent advice, unclear roadmap
Over the course of three review meetings, advice on risk levels and allocation changed significantly, with no clear justification. At one point, I was advised toward conservative bonds; next review, a shift to equities. When I asked about the rationale, responses were vague and generic. I walked away feeling like the direction of my financial plan was unclear and dependent on whoever answered the phone that week.
Ashley Patel
4/5.0
26, Nov 2023
Consistent performance
Investment returns met expectations last year. Advisor explained deviations well. System seems stable and reliable.
Courtney Phillips
2/5.0
20, Nov 2023
Limited availability
Tried to schedule a review call and had to wait almost two weeks. For a financial firm, that seems too long. It made me feel like a lower?priority client.
Aiden Martinez
5/5.0
02, Nov 2023
Useful goal?based dashboard
The goal?tracker in the dashboard helped me stay motivated. Charts are simple and clear. Occasionally a graph refreshes slowly, but it?s steady value. Friendly support answered my how?to questions. Solid tool for staying organized.
Eric Thomas
3/5.0
27, Oct 2023
Service quality varies by rep
I?ve had some great interactions and some very poor ones. One rep was patient and thorough, another seemed distracted and ended our call abruptly. Felt like roulette when booking calls ? shouldn?t have to hope for a good advisor experience each time.
Amelia Dubois
5/5.0
16, Oct 2023
Tailored risk strategy
Advisor adjusted my risk level based on life changes. Felt thoughtful and precise. Documented plan well?written and accessible. Glad to see personal attention.
Brooklyn Ndlovu
4/5.0
09, Oct 2023
Consistently Helpful Advisors
Every time I reach out, I get clear, direct answers. Whether it?s about asset allocation, tax strategy, or just logging into the portal, they?re always helpful. My only small gripe is I wish weekend availability existed for consultations. But the team is so respectful and knowledgeable, it?s not a major issue.
Cole Gauthier
2/5.0
30, Sep 2023
Communication gaps
Advisor was friendly at first, but follow-up calls were hard to schedule. Emails went unanswered for days. Felt like I had to chase them for updates instead of being supported consistently.
Harper Scott
5/5.0
17, Sep 2023
Smooth setup process
Account was set up quickly after initial call. Staff walked through each step clearly. Fees were transparent, and statements are easy to understand. Noticed a small typo on one statement, but customer service fixed it within hours. Feels like a company that cares about trust and detail.
Emily Williams
1/5.0
11, Sep 2023
Unresolved login bugs cut into trust
After several failed login attempts, my account locked twice. I requested help to reset, waited three days, then got re-locked again. Support finally helped, but didn?t explain root cause or prevent recurrence. Felt like I was left to figure out a system flaw they never addressed. Not exactly peace of mind for handling money.
Alia Rossi
5/5.0
04, Sep 2023
Clear investment rationale
Each fund recommendation came with easy?to?understand explanation. Made me comfortable with choices. Interface shows performance over time simply. Minor typo in report title, still helpful.
Anthony Nkosi
5/5.0
21, Aug 2023
Approachable tone
Advisors are friendly and speak plainly. No confusing finance jargon. Only thing missing is a welcome video, but reps fill the gap over call.
Eva Rodriguez
2/5.0
18, Aug 2023
Promising start, but didn?t follow through
Things started well. The onboarding was smooth, and the advisor seemed knowledgeable. But after the first month, follow-up communication dropped off. I had questions about a recent market dip and tried to book time ? no reply for over a week. When I finally spoke with someone, it wasn?t my original advisor, and they didn?t seem familiar with my account. Felt like I was just another ticket in the queue. To add to that, I noticed a miscalculation in my quarterly summary. I flagged it, and it took multiple emails and a phone call just to get an acknowledgment. I expected better from a firm that promises personal service. It?s frustrating because they have potential ? the tools are decent and the educational content is good ? but lack of consistency and care really hurt the experience. If they focused more on follow-through, they could be great.
Claire Wright
2/5.0
02, Aug 2023
Not as responsive as expected
Took over a week to get a reply about a simple question on my account. The service was polite, but that kind of delay makes me worry about long-term support. Definitely expected quicker follow-up, especially for a financial platform.
Jack Green
4/5.0
28, Jul 2023
Helpful tax?planning tips
During tax season, team shared smart moves to optimize returns. Communication was friendly, no jargon. Wish portal had more tutorial videos, but the written guides are good. Appreciate their proactive attitude around tax?planning.
Destiny Sowah
2/5.0
14, Jul 2023
Communication breakdown ruined trust
Hoped for a transparent experience, but communication became a real concern. After onboarding, I had questions about asset allocation and requested a call ? it took nearly ten days to hear back. When the advisor finally called, I felt rushed through explanations and didn?t get follow-up materials promised. It took emailing the support team another week just to get basic docs. For a financial service, that lag in response is unacceptable and made me rethink staying.
Ava Sharma
4/5.0
09, Jul 2023
Timely statement delivery
Monthly statements arrive early in the month. Portal view is nice. Wish PDF download was one?click, but findable.
Connor Brown
2/5.0
21, Jun 2023
Report errors
One of the portfolio reports had an incorrect figure in it. It wasn?t a huge error, but it made me doubt the accuracy of the overall data. Support fixed it, but the mistake shouldn't have been there.
Angelina Antoniou
5/5.0
12, Jun 2023
Comprehensive year?end review
Year?end review session covered investments, taxes, and next?year planning. Felt thorough and caring. Presentation clear and docs downloadable. Appreciated their professionalism.
David Stone
2/5.0
24, May 2023
Unclear billing
Got charged a fee I wasn?t fully informed about during onboarding. When I asked, the explanation wasn?t super clear. Not the transparency I expected.
Caleb Brown
5/5.0
18, May 2023
Transparent fees
No surprises on fees or commissions. They provided a clear breakdown upfront. All updates are emailed and portal shows charges line?by?line. Rarely see hidden costs. Makes me feel secure about working with them.
Blake Singh
5/5.0
08, May 2023
Excellent Financial Planning
From our first call, the advisor took time to understand my specific goals and explained every step with patience. I never felt rushed or overwhelmed. My portfolio was adjusted thoughtfully, and I received clear reasons behind each recommendation. They also helped build a side savings plan, which I hadn?t considered before. The platform is user-friendly and detailed.
Liam Turner
4/5.0
26, Apr 2023
Solid mobile app
Mobile app is user?friendly, lets me check balances and alerts. Occasionally a notification arrived late. Still, app covers main needs and syncs well with desktop.
Carter Wilson
4/5.0
11, Apr 2023
Decent App, Strong Support
The app is decent for checking balances and alerts, though a recent update made it a bit slower. But when I reached out to support, they were quick to respond and helpful. The account manager is always clear and makes effort to personalize recommendations. That balance between tech and human support is what I value here.
Blue Edge Financial
Blue Edge Financial empowers traders to gain their edge by securing funding and scaling their prop firm accounts through cutting-edge algorithmic trading solutions. Our proven Prop Farming strategy, driven by Titan X and our proprietary hedge bot, has already helped over 1,000 traders get funded while managing risk effectively. With expert coaching, powerful algorithms, and a results backed guarantee, we offer a clear, strategic path to long-term trading success.
Address
1621 Central Avenue
82001
Cheyenne
United States
Website
blueedgefinancial.com
Email
support@blueedgefincial.com
Telephone
9253171349
