Blueleaf

Why You’ll Love Blueleaf

Blueleaf simplifies tracking all your savings and long-term financial goals while making everything you own transparent, understandable, and controllable.

Track Everything

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See all your accounts in one secure place. Achieve your goals faster by seeing how all your accounts work together.

Better Decisions

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Collaborating with your family and advisor, settings allows you to control what others have access and control over.

Total Transparency

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Complete transparency into every single account and investment. See what you’re actually invested in.

Already Connected

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Blueleaf works with thousands of financial institutions to update your account information automatically and securely.

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Our Location

Tannery & Company

2701 Custer Parkway

Suite 819

Richardson, TX 75080

Phone: (214) 239-4700

Fax: (214) 239-2929

 

Our Hours

Monday-Thursday / 8a-5p

Friday / 8a-4p

Driving Directions

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