Blue Chip Partners Reviews

Jack Walsh 2026.03.20

     

Awesome experience with fisher tech solutions. Flexible, professionals, reasonably priced. Eddie was a pleasure to work with, and will continue working with him. Invaluable what his websites can and tech solutions can add to your business.

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Reply from Blue Chip Partners

Hi Jack! Your positive feedback brightens our day. It's gratifying to hear that Eddie and our team provided a service that you value. We're eager to continue supporting your business with our tech solutions. 😊

Jeannette Cogsdill 2026.03.13

     

I have always had wonderful, kind and professional service, Naoko McKelvey is amazing and exemplifies the qualities any institution would be proud of.

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Anthony P 2026.03.09

     

Attorney Marino represented my family on our recent move to the Sturbridge area. He wonderfully coordinated both the sale of our home and purchase of our new home to occur on the same day. He was very communicative and responsive throughout the whole process.

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DEB STROIWAS 2026.03.06

     

I had the opportunity to speak with Gina over questions I had on investing for my retirement. What a joy it was to speak with someone whose agenda was clearly to put my fears to rest. I appreciate the time she took to help me get a better understanding of how things work and what my goals were for the future. Truly a great experience!

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SVEN HÖNECKE 2026.02.14

     

I am working with Blue Chip since a couple of years and can only say they are amazing to work with. Cody and Gina do a fantastic job, they are on top of everything and it’s a pleasure working with them!

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Caitlin Hyde 2026.02.11

     

Cody, Vince and Tim have been outstanding to work with at Blue Chip Partners! The time, guidance and genuine nature they bring to every session has been much appreciated. Highly recommend this team!!

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Abbey Sonntag 2026.02.05

     

I am not the largest investor, but they treat me as though I were. They are always available and respond quickly. The way they diversify my assets allows me to continue earning even during sluggish market periods.

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Sue Gregory 2026.01.21

     

Ed Fisher has been a terrific help with getting so many technical issues organized, updated and supported for the nonprofit Wales Community Pantry. I highly recommend his services for those looking for technical support. Thanks, Ed! Sue Gregory

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Reply from Blue Chip Partners 2026.02.04

Thank you, We're always happy to help the pantry!

Carolyn Feldman 2026.01.20

     

Great company! I can't say enough good things about my experience with Dan Seder. He is professional, honest, reliable, competent and a class act. If you want great advice with a person who is honorable and has the client's best interest, call him. You won't be disappointed. He deserves all of the rave reviews:-)

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Rick Russell 2026.01.19

     

I have benefited from the expertise and guidance of Blue Chip Partners for at least 15 years. My assets are not as high as most clients, but I receive the time and guidance as if I was a multimillion dollar investor. I can't say enough about Anthony, Cody, and all those that have serviced my needs over the years. I am greeted each visit by an incredibly friendly staff that know me by name as if I was a member of their own family. That is how I feel about Blue Chip Partners. They welcome me as one of their own.

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Melissa Pontes 2026.01.15

     

Tom was a pleasure to work with. His professionalism and quick responses to email and phone calls was second to none while I was selling my home. It was great to have someone reliable to count on. Tom went above and beyond. I highly recommend his services.

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Reply from Blue Chip Partners 2026.01.15

Melissa- thanks so much for the kind words. It was a pleasure to work with you.

Brandon Swales 2026.01.09

     

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Tabrez Qureshi 2026.01.03

     

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Chris Weir 2025.12.16

     

Cant say enough about the conversations and experiences I have had with Dan and Gina. Very professional team and look forward to the years ahead! Keep up the great work!

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Kazuma Yamas 2025.12.13

     

Great service! Ed was able to help me with my tech issues in a fast, polite and professional manner.

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Reply from Blue Chip Partners

We're so grateful for your kind words! It's wonderful to know that Ed could quickly and professionally address your tech concerns.

Sarine Rosman 2025.11.15

     

I have been a client of Robert Steinberg since 2000. Over the past 25 years his service as a fiduciary and the development of Blue Chip Partners has occurred right in step with my own financial needs. I have worked with him personally and have been introduced to his stellar team which includes Naoko McKelvey. As a Blue Chip Partner client, I continue to receive the personalized attention as if it were the year 2000. A familiar voice (usually Georgia) answers the phone but if another team member answers the phone, they know who you are! There is never a recording or a series of prompts to reach a human! Their personal attention continues to amaze me despite their growth and expansion of service lines. I recommend Blue Chip Partners including Blue Chip Tax and Estate Planning for comprehensive financial, tax management, and estate planning without hesitation.

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Dean Daniels 2025.11.03

     

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Leon Sun 2025.11.02

     

We couldn't be happier with our decision to work with Deborah, Mitchell and Dan at Blue Chip Partners. They have provided outstanding service in every aspect: Expert Strategy: They offer incredible insight from both investment strategy and financial planning viewpoint. Proactive Management: Our portfolio is consistently well-managed, and we have full confidence in their approach. Exceptional Communication: They are always available and responsive, whether for a scheduled meeting or a quick question. Their communication is always clear and helpful. We are very pleased and confidently recommend them and Blue Chip Partners!

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Mark Piekny 2025.10.29

     

Excellent down-to-earth service. Prompt and congenial. I’ve been with the firm since its inception and my portfolio shows it.

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Ken E 2025.10.28

     

My wife and I became clients of Blue Chip several years ago and we couldn't be happier! We've found the entire organization to be a group of highly talented professionals, who are extremely knowledgeable of all areas of financial management. We also greatly appreciate the excellent relationship we have developed with our two Advisors, Johnathan and Adam who are always accessible and focused on providing support, and assistance. Moving to Blue Chip Partners has been the best financial decision we have made in years!

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