The Blue Heron team members have been amazing in helping my family first set up a living will and family trust. Then in helping us to make wise financial decisions so we can enjoy a secure future when we retire. They have been there every step of the way and are always available to us should we have any financial questions or concerns. Thank you so much Blue Heron! We think you all are amazing people, and we appreciate you! 

I’ve been working with the Blue Heron team for over 3 years and couldn’t be more pleased. They have provided solid guidance and recommendations all along.  A very knowledgeable group but approachable and extremely personable. I feel they really care about their clients as individuals and not just clients.  I would highly recommend Blue Heron Capital.

About two years ago, I was dealing with an investment firm that I felt wasn’t taking care of my needs. I listened to Linda‘s radio show on Saturday morning and decided to give them a call.  I arranged a meeting with Linda and Joel to visit about what they could do for me.  We met for an hour and went over a number of things. Linda and Joel came up with a great retirement plan for me. I switched everything over to Blue Heron Capital. Linda and Joel have been amazing to work with!!    

I contacted Blue Heron when we retired and moved to Colorado three years ago. My experience with both Linda and Joel has been extremely helpful to the transition regarding both setting up income stream options as well as updating our will and living trust in a new state. I would highly recommend Blue Heron.

Absolutely amazing team at Blue Heron Capital.  We have worked with them for many years. They are extremely knowledgeable and have guided us well with our finances and planning for retirement.

We have been working with Blue Heron Capital since 2018 and couldn’t be happier with our decision to have them as our financial advisors.  Every member of the staff, from top to bottom, are knowledgeable, trustworthy, dedicated to our financial well-being, and simply great people to know and work with. Our questions are answered with patience and delivered in a way that we can understand.   We rely on their guidance and understanding of our situation and needs.   They’re always prompt to reply to our emails and make us feel like we’re their most important clients.

Blue Heron is Awesome. The advisors are so helpful, they understand our lifestyle and finances and have made a positive impact on our retirement planning. They are trustworthy and a lot of fun when we meet! Recommend them to anyone who wants a great experience and retirement peace of mind!

I have been a client of Blue Heron for five years. I have always been treated with respect, and Linda and her team have always been very responsive to any question or concern I have had. She treats me like a friend and not just a client. I would highly recommend Blue Heron Capital.

This team, Linda, Carl, Joel, Angie, and Angela take care of us at every turn. They are the nicest people and so smart. We feel so taken care of by their guidance and passion for what they do.

Great customer service, long-time customer, trustworthy and ethical.  Highly recommend.

I have worked with Blue Heron Capital for 15 years, and I have been extremely satisfied with all the guidance and recommendations offered by Linda Gardner and colleagues.