3 Quick Steps

It’s easy to share your BlueSky testimonial:

✔ First, we’ve shared some examples.

✔ Then, we’ll cover some quick ground rules.

✔ Finally, you’ll share your testimonial!

Ready to get started?

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Example Testimonials

The following are examples of testimonials allowed by the SEC.

"I cannot express enough gratitude for the incredible expertise and support that my BlueSky team has provided me. From the moment I began working with Tara and Molly, they demonstrated a deep understanding of my financial goals and concerns. They took the time to patiently explain complex financial concepts to me and tailored a comprehensive plan specifically to meet my needs."

"With BlueSky's guidance, I have experienced a newfound peace of mind regarding my financial future. Their attention to detail, strategic insights, and proactive approach to tax planning have given me confidence in every decision we make together. They have helped me navigate through various investment options, optimize my savings, and create a solid retirement plan."

"The BlueSky team's professionalism and commitment to my financial well-being have been unparalleled. They stay up-to-date with the latest market trends and are always available to answer any questions or address any concerns that may arise. I truly feel like I have a trusted partner on my side. Thanks to John and Tom's expertise and personalized approach, my financial journey has become less stressful and more focused. I can now rest easy knowing that my financial future is in capable hands. I highly recommend BlueSky Wealth Advisors to anyone seeking peace of mind and a brighter financial outlook."

There Are A Few Rules

The US Securities & Exchange Commission (SEC) has specific rules on what can and cannot be publicly shared in a testimonial. 

To help us stay compliant, please consider the following: 

You are allowed to reference…

  • Highlights of your experience
  • Why you hired our team
  • How we've helped you and your family

Please do not reference any of the following…

  • Specific investments or products
  • Investment performance
  • False or misleading information

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Thanks for your help!

BlueSky Wealth Advisors

Submit Your BlueSky Testimonial

Thank you for taking a few minutes to share your experience with us and potential clients.