Blue Chip Financial Group

Since 1992 Blue Chip Financial Group, owned and operated by Bruce Morrow, a certified financial planner, has been assisting clients with their financial and health insurance needs in the Upstate NY Region.

Bruce Morrow, CFP®

“In my early career, I realized that working as a captive agent for a large national insurance firm put limits on my ability to best serve my clients’ needs, I needed to be an independent financial advisor. I started Blue Chip Financial Group on this basis. I am proud to provide independent financial advice with the focus on the best interest of the client.”

For the last 25 years, Bruce has been serving the financial needs of the clients at Blue Chip Financial Group. He graduated from Lafayette College in Easton, Pa. where he received a double major in Economics and Chemistry. He is early career was in big corporate America using his chemistry background. Later he changed careers to the financial industry where he went back to school at the College for Financial Planning in Denver, Co. where he earned a degree to later become a Certified Financial Planner®. He has been a member of the Saratoga County Chamber of Commerce for more than 25 years. Bruce is the past president of the Racing City Rotary Club and he has spent many year volunteering as a swimming and diving referee for youth, high school and colleges.

Bruce has spent significant time to continuing his education by attending numerous conferences and workshops on financial planning and investment management. As a member of the Financial Planning Association (FPA) of Northeastern NY from 1992 to present, Bruce attends monthly Financial Planning Association of Northeastern NY meetings and educational forums to further his knowledge in the financial planning field.

Bruce resides in Saratoga Springs, NY with his wife Valerie, who works at the Saratoga Senior Center. In his free time he enjoys golf, swimming, restoring old cars, and walking his 4th Sheltie, Chloe.