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®
Eileen Sharkey Sharkey, Howes, & Javer, Inc.(303) 639-5100
720 South Colorado Blvd., South Tower, Suite 600 Denver, CO Eileen Sharkey Sharkey, Howes, & Javer, Inc. (303) 639-5100
720 South Colorado Blvd., South Tower, Suite 600 Denver, CO
Expertises Ongoing Investment Management, Estate & Generational Planning Issues, Financial Issues Between Generations, Retirement Planning & Distribution Rules, Women's Financial Planning Issues Certifications NAPFA Registered Financial Advisor, BA, CFP®
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
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
Gary Nearpass Nearpass Financial Counseling, Inc.(303) 733-0354
460 S. Marion Parkway #303-C Denver, CO Gary Nearpass Nearpass Financial Counseling, Inc. (303) 733-0354
460 S. Marion Parkway #303-C Denver, CO
Expertises Hourly Financial Planning Services, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Middle Income Client Needs, Newlyweds & Novice Investors Certifications NAPFA Registered Financial Advisor, BS, CFP®, CRPC, MA, MS, PhD
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
Kimberly Curtis Wealth Legacy Institute, Inc.(303) 753-7578
950 South Cherry Street, Suite 505 Denver, CO Kimberly Curtis Wealth Legacy Institute, Inc. (303) 753-7578
950 South Cherry Street, Suite 505 Denver, CO
Expertises Women's Financial Planning Issues, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Ongoing Investment Management, Divorce Planning, Planning Issues for Unmarried & Same-Sex Couples Certifications NAPFA Registered Financial Advisor, AEP, CAP, CFP®, ChFc, CLU, MSFS
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
M. Shannon Lunsford Lunsford Financial Planning, Inc.(303) 666-6442
357 South McCaslin Blvd.,Suite 200 Louisville, CO M. Shannon Lunsford Lunsford Financial Planning, Inc. (303) 666-6442
357 South McCaslin Blvd.,Suite 200 Louisville, CO
Expertises Hourly Financial Planning Services, Retirement Planning & Distribution Rules, Ongoing Investment Management, Tax Planning, College/Education Planning, Middle Income Client Needs Certifications NAPFA Registered Financial Advisor, BSEE, CFP®, EA
Stewart Farnell Fee-Only Financial Planning, Education & Coaching(303) 541-0782
4540 MacArthur Drive Boulder, CO Stewart Farnell Fee-Only Financial Planning, Education & Coaching (303) 541-0782
4540 MacArthur Drive Boulder, CO
Expertises Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Newlyweds & Novice Investors Certifications NAPFA Registered Financial Advisor, ATP, CFP®, PhD
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