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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.

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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”

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Logan Sendle, Owner of LakeShore Potential
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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.

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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

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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.

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