Take control of yourfinancial future
Think you might be paying too much for your insurance? Are you trying to budget but don't know where to start? Don't let your finances take control of you and experience the confidence of having tailored advice for all of life's decisions.
Are you looking for the best?
Our members get access to the best
Your partner in financial wellness
Whether you want to save money, compare rates, buy a house, or maximize your retirement, we have an expert to guide you through life's biggest financial moments.
“BlueVest helped me compare insurance rate from the best carriers for both my personal and business policies”
Options to fit your needs, your goals, and your budget
We shop around with the best finance and insurance companies to make sure you're getting the most out of your money; regardless of your budget or life situation.
Find products to fit all of your needs
Our mission is to save our members money wherever possible.
Home Insurance
We ensure you get the most out of your home insurance policy
Life Insurance
Protecting your family from the worst possible outcomes
Car Insurance
Learn the difference between state minimums and full coverage
Health Insurance
Review your plan to make sure you have exactly what you want and need
Home Refinance
Interest rates are all over the place and we are here to help
Student Loans
Shop around and find the best rate for your student loans
Investment Planning
Plan for risk and grow your money with confidence
Credit Cards
Maximize your rewards and and your Credit Score
Valuable Metrics
Get actionable advice that will help grow your dough
Our experts take a look under the hood of your financial picture. We dig into the details of your budget allocation, financial products, and work benefits to see where you can keep more of your hard earned cash.
23%Households in US reported having no emergency savings.
55%Working Americans are behind on their retirement savings.
76%People who shopped around for insurance saved money.
$5BRetirement Savings left on the table by employees not taking advantage of all of their investment options.