Todd spoke at a Panel Discussion for ABC Delaware on Thursday, September 5th. The topic of the discussion was “Mo Money Mo Problems” AKA Managing Personal Finances. ABC Delaware promotes open competition through Free Enterprise and enriches individuals, while developing leaders in our community and the construction-related industries. Todd was joined by Andrew Baker with Diamond State Financial Group (pictured...

On August 14th, Todd spoke at an introductory 401k meeting with the company Carvertise. Carvertise is a national advertising company that pays everyday drivers to place removable ads on their cars. Here at Blue Rock 401k Group, we focus on helping companies design, implement and monitor their retirement plans. Our independence and knowledge have enabled us to grow into one...

Todd and James attended the In|Vest conference on July 16-17 in New York City. In|Vest has grown into the industry’s largest and most anticipated digital wealth management event of the year, with 1500+ executives attending from across the entire industry. It brings together the entire wealth management industry – those that serve retail customers, digital advisors, insurance, asset managers, investors,...

Todd and James attended an Advanced Financial Planning Training Session for Expert Users at the eMoney headquarters in Radnor Pennsylvania on Wednesday, June 26. The day long seminar was led by the top 4 trainers at eMoney and provided insight on how to better utilize the financial planning software for clients. There were many ideas discussed and they are looking...

On June 27th, Blue Rock Financial Group had a team outing at Delaware Park. It was a great day in the beautiful weather watching the horse races!...

On June 14th, Blue Rock Financial Group Hosted another Todd Talk at the Wheelhouse Restaurant in Lewes, DE. This month’s topic was “Do You Need A Delaware Will? And Other Estate Planning Topics”. Todd was joined by Kevin Baird, Managing Partner at Baird Mandalas Brockstedt, LLC. Todd Talks are hosted on the second Friday of every month with a new topic...

The 2019 Delaware Mud Run Jr. took place on June 6th at Frightland and the original Delaware Mud Run, was held 2 days later on Saturday, June 8th. Blue Rock is a proud sponsor of this event; in fact, Todd is the co-founder of the Delaware Mud Run which began in 2009. The Delaware Mud Run is a 5K race...

Blue Rock held our annual Open House event on May 23rd at our office on the Wilmington Riverfront. We hosted our clients, friends and the Mayor of Wilmington. The Mayor was the Executive Director at the Riverfront Development Corporation for more than 20 years. His professional and political career has been focused on bringing positive change to Wilmington. Thank you...

The entire Blue Rock family visited Top Golf in February for a team building afternoon....

Blue Rock Financial Group hosted our first “Todd Talk” event on Friday, January 11th at the Wheelhouse in Lewes, DE. This event is free and open to the public. Todd Talks will take place on the second Friday of every month....