Accounting Firm

Blue Rock Dravo Bay

Delaware financial planning firm offering wealth management and corporate retirement plans

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TrustList summary

Blue Rock Dravo Bay trades as Blue Rock Financial Group, a financial planning and advisory firm in Delaware. It provides wealth management for individuals and retirement plans for companies, and publishes guidance on tax, retirement and business finance.

Services

Financial planning: plans built around a client's short-term and long-term goals.
Wealth management: managing investments for individuals and families.
Corporate retirement plans: workplace retirement schemes for businesses.
Tax planning: topics such as tax-loss harvesting and year-end moves for business owners.
Retirement guidance: help with spending in retirement, Medicare and employer benefits.

Who it serves

Business owners, pre-retirees and retirees, and executives and professionals.

Key facts

Based in: Delaware, US
Advisers: Todd Roselle (CFP, ChFC), Carter McClung (CFP, CSLP) and Kelly Wilson (CFP, CRPS)
Events: organises the Delaware Business Owner Summit in Dewey Beach

Summary written by TrustList from the business's own published information, Sep 2026.

Gallery

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Categories & features

Rankings

Blue Rock Dravo Bay is ranked on 1 TrustList ranking at #20.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. Blue Rock Dravo Bay has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Accounting firm · 1 ranking

#20of 458
Goals
It is one of 2 here listing brokerage and one of 8 here listing creative.
Its profile: “- Financial planning: plans built around a client's short-term and long-term goals.”
Of the top 83 here, 62 also cover tax and 59 also cover accounting; 7 also work in California and 5 also work in York.
Behind BLM Accounting Services, ahead of Bohr Dahm Greif & Associates.

As of 2026-11-01. Organic ranks only; sponsored placements are never ranks. How TrustList ranks