James Watt James L. Watt Financial Advisors, Ltd.(970) 225-1440
6248 Buchanan Street Fort Collins, CO James Watt James L. Watt Financial Advisors, Ltd. (970) 225-1440
6248 Buchanan Street Fort Collins, CO
Expertises Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Retirement Plan Investment Advice, Investment Advice without Ongoing Management, Tax Planning, Hourly Financial Planning Services Certifications NAPFA Registered Financial Advisor, CPA/PFS
Robert Schumann Cambridge Financial Advisors, LLC(719) 966-5221
912 South Main Street Buena Vista, CO Robert Schumann Cambridge Financial Advisors, LLC (719) 966-5221
912 South Main Street Buena Vista, CO
Expertises Planning Issues for Business Owners, Ongoing Investment Management, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice Certifications NAPFA Registered Financial Advisor, CFP®, ChFc, EA, M.Div., MA, MBA
David Gardner Yellowstone Financial Inc.303-449-5552
1616 17th Street, Suite #600 Denver, CO David Gardner Yellowstone Financial Inc. 303-449-5552
1616 17th Street, Suite #600 Denver, CO
Expertises Ongoing Investment Management, Tax Planning, Planning Issues for Business Owners, Advising Medical Professionals, Retirement Plan Investment Advice Certifications NAPFA Registered Financial Advisor, CFP®, MS
Judith McNary McNary Financial Planning, LLC(303) 410-1745
14597 Benton Street Broomfield, CO Judith McNary McNary Financial Planning, LLC (303) 410-1745
14597 Benton Street Broomfield, CO
Expertises Retirement Planning & Distribution Rules, Women's Financial Planning Issues, Advising Entrepreneurs, Helping Clients Identify & Achieve Goals, Ongoing Investment Management, High Net Worth Client Needs Certifications NAPFA Registered Financial Advisor, CFP®, MBA, MS
Ross Schmidt Aspen Wealth Planners LLC(303) 789-5281
5445 DTC Parkway, Penthouse Four Greenwood Village, CO Ross Schmidt Aspen Wealth Planners LLC (303) 789-5281
5445 DTC Parkway, Penthouse Four Greenwood Village, CO
Expertises Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, Real Estate Investments, Retirement Planning & Distribution Rules, Tax Planning Certifications NAPFA Registered Financial Advisor, BS
James Williams J.F. Williams Co., Inc.(303) 753-4506
950 S. Cherry Street, Suite 414 Denver, CO James Williams J.F. Williams Co., Inc. (303) 753-4506
950 S. Cherry Street, Suite 414 Denver, CO
Expertises Ongoing Investment Management, Estate & Generational Planning Issues Certifications NAPFA Registered Financial Advisor, BS, CFP®, CPA, MS
Paul Lemon Integrated Financial Planning, PC(970) 259-6739
269 North Road Durango, CO Paul Lemon Integrated Financial Planning, PC (970) 259-6739
269 North Road Durango, CO
Expertises Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, Middle Income Client Needs Certifications NAPFA Registered Financial Advisor, CFP®, CPA/PFS
Robert Pyle Diversified Asset Management, Inc.(303) 440-2906
1113 Spruce St. Boulder, CO Robert Pyle Diversified Asset Management, Inc. (303) 440-2906
1113 Spruce St. Boulder, CO
Expertises Ongoing Investment Management, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, High Net Worth Client Needs, Planning Concerns for Corporate Executives, Planning Issues for Business Owners Certifications NAPFA Registered Financial Advisor, CFA, CFP®
Judith McNary McNary Financial Planning, LLC(303)410-1745
104 Fallen Rock Road Fraser, CO Judith McNary McNary Financial Planning, LLC (303)410-1745
104 Fallen Rock Road Fraser, CO
Expertises Retirement Planning & Distribution Rules, Women's Financial Planning Issues, Advising Entrepreneurs, Helping Clients Identify & Achieve Goals, Ongoing Investment Management, High Net Worth Client Needs Certifications NAPFA Registered Financial Advisor, CFP®, MBA, MS
Rick Simmons Simmons & Associates, LLC303-531-4010
1010 Depot Hill Suite 206 Broomfield, CO Rick Simmons Simmons & Associates, LLC 303-531-4010
1010 Depot Hill Suite 206 Broomfield, CO
Expertises Ongoing Investment Management, Middle Income Client Needs, Retirement Plan Investment Advice, Advising Employee Benefit Plan Participants, Tax Planning, Estate & Generational Planning Issues Certifications NAPFA Registered Financial Advisor, CFP®, MBA, Other
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