TESTIMONIALS
“Ric is the man. I really believe that I am, as well as all of his clients, the lucky ones to have him looking after our financial security. Ric is amazing and his success reflects on the outstanding individual he is and the relationships he has developed over the years.
Thank you so much for looking after me and, more importantly, being a trusted friend. God bless.”
- RICHARD R.
“I am so grateful to have met Ric! He is incredible and deserves this recognition. Any chance I have to refer Ric to someone I do - he made my life better; reduced my stress in trying to manage so much in my personal life while my attention was primarily on my work life. If you have been contemplating working with a financial planner but haven't yet made the leap - reach out Ric. Trust me you won't regret it!”
- ANU N.
“Ric and his team have been great partners to me and my family for over 15 years. From initial thinking to executing long-term plans, Ric and his team have been there as a trusted advisor every step of the way!”
- CHRIS C.
“I cannot recommend Ric highly enough to anyone in my network needing financial wealth advising. He’s become more than just an advisor over the years - he’s been a friend.
He’s also been instrumental in giving back to the community through his work with the American Heart Association, sponsorship of CBUS Retail, and more.
Thanks, Ric, for all that you’ve done for Jyothi and me personally and for the community.”
- DAVID C.
“For many years I thought I should/could manage my own investments... was I wrong!
When I first met Ric Martin and his team, I was impressed and confident in their approach, and they gave me comfort knowing we would be handled professionally. Making the decision to utilize Bluestone’s expertise was the best investment decision I made!
The team constructed a life plan for me and my wife that gave us confidence as we approached retirement age. I was so impressed that I have offered each of my three children and their families the services of Bluestone, and they are equally happy.
I would strongly recommend their services... you will not be disappointed!”
- THOMAS F.
“Adam is by far the best financial advisor we have ever worked with, and we have been investing in the market for decades. He truly customizes a plan to meet your financial goals. He understands the market extremely well and has tremendous knowledge about the industry.
I love knowing that my financial advisor truly cares about the needs of my family and is always there for us when we need him. Adam even drives 3 hours one way to meet us and make certain we have face-to-face interaction.
I would highly recommend Adam and his firm to everyone!”
- KELLY G.
“We are so grateful to Bluestone for taking us on as new customers, we can finally feel better knowing we are in good hands. Thank you Ric & the rest of the team sleepless nights are now a thing of the past.”
- JACK S.
“BIG NEWS: I'm officially RETIRED - and I couldn't be happier! :) I'm stepping into this next chapter with a full heart and a clear focus: staying healthy, enjoying life, spending more time with friends and family, and giving back. I'm looking forward to volunteering, staying connected to my community, and keeping my days full of purpose and joy. I'm deeply grateful to all the leaders, colleagues, mentors, and friends who supported, coached, and encouraged me throughout my career. A special thank-you to my financial advisor, Ric Martin, MS, CFP, whose steady guidance kept me focused and helped me make smart, non-emotional decisions along the way. Your support shaped my journey in ways I'll always appreciate. I'm also leaving the door open for part-time HR consulting in the future. I've loved the work, the people, and the impact - and I'm thankful for every step of the path that brought me here. For now, you'll find me enjoying the beach a little more often...strictly for "wellness research", of course....HA! Here's to new beginnings, meaningful days, and a life lived with intention. Cheers!”
- BETH H.
“As a client, I couldn’t agree more. Gabe is a trusted advisor and confident, but more importantly he is an incredible person to know and work with.”
- COLEEN M.
“Adam strikes a great balance between personable and professional. He's phenomenal. I didn't know he was a Steelers fan. That changes everything. Kidding”
- LUCIA N.
“Ric is amazing! He has taken such great care of me and my finances for years! And years to come!”
- LECE L.
“Gabe Martin has been a great advisor with whom to work... knowledgeable, trust his advice, and he can chase down answers to my sometimes crazy questions faster than anyone!”
- SUSAN C.
These statements are testimonials by clients of the financial professionals as of 10/10/2026. The clients have not been paid or have not received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial.