Rosemary Reed Delta Financial Group, Ltd.(970) 626-2242
P.O. Box 639 Fraser, CO Rosemary Reed Delta Financial Group, Ltd. (970) 626-2242
P.O. Box 639 Fraser, CO
Expertises Ongoing Investment Management, Middle Income Client Needs, Retirement Planning & Distribution Rules, Planning Issues for Unmarried & Same-Sex Couples, Socially Responsible Investments Certifications NAPFA Registered Financial Advisor, AIF, CFA, CFP®, MS
Connie Hancock Petra Financial Advisors, Inc.(719) 636-9000
2 North Cascade, Suite 720 Colorado Springs, CO Connie Hancock Petra Financial Advisors, Inc. (719) 636-9000
2 North Cascade, Suite 720 Colorado Springs, CO
Expertises Estate & Generational Planning Issues, Tax Planning, Advising Medical Professionals, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Professional Athletes or Entertainers Certifications NAPFA Registered Financial Advisor, CFP®
Deborah Hoskins Pikes Peak Financial Planning LLC(719) 332-4856
2545 Lake Meadow Drive Monument, CO Deborah Hoskins Pikes Peak Financial Planning LLC (719) 332-4856
2545 Lake Meadow Drive Monument, CO
Expertises Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Women's Financial Planning Issues, Helping Clients Identify & Achieve Goals, Tax Planning, Special Needs Planning Certifications NAPFA Registered Financial Advisor, BS, CFP®, JD, MS
Matthew Kelley Gold Medal Waters, Inc.(720) 887-1299
1200 S College Ave. Fort Collins, CO Matthew Kelley Gold Medal Waters, Inc. (720) 887-1299
1200 S College Ave. Fort Collins, CO
Expertises High Net Worth Client Needs, Advising Entrepreneurs, Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Socially Responsible Investments, Planning Issues for Business Owners Certifications NAPFA Registered Financial Advisor, AAMS, AIF, CFP®
Paul Staib Staib Financial Planning, LLC303/346-5336
3131 South Vaughn Way Aurora, CO Paul Staib Staib Financial Planning, LLC 303/346-5336
3131 South Vaughn Way Aurora, CO
Expertises Ongoing Investment Management, Helping Clients Identify & Achieve Goals, College/Education Planning, Middle Income Client Needs, Hourly Financial Planning Services, Retirement Planning & Distribution Rules Certifications NAPFA Registered Financial Advisor, BS, CFP®, MBA
David Forbes Petra Financial Advisors, Inc.(719) 636-9000
2 North Cascade, Suite 720 Colorado Springs, CO David Forbes Petra Financial Advisors, Inc. (719) 636-9000
2 North Cascade, Suite 720 Colorado Springs, CO
Expertises Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Advising Medical Professionals Certifications NAPFA Registered Financial Advisor, BS, 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®
John Einberger Mutual Advantage, LLC(303) 443-9735
425 Oakwood Place Boulder, CO John Einberger Mutual Advantage, LLC (303) 443-9735
425 Oakwood Place Boulder, CO
Expertises Middle Income Client Needs, Women's Financial Planning Issues, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues Certifications NAPFA Registered Financial Advisor, CFP®
Mary Brooks Brooks Financial Planning(719) 492-1833
34 South Sierra Madre Street Colorado Springs, CO Mary Brooks Brooks Financial Planning (719) 492-1833
34 South Sierra Madre Street Colorado Springs, CO
Expertises Financial Issues Between Generations, Hourly Financial Planning Services, Ongoing Investment Management, Cash Flow/Budgets/Credit Issues Certifications NAPFA Registered Financial Advisor, CFP®, M.Ed.
Myra Salzer The Wealth Conservancy, Inc.(303) 444-1919
1525 Spruce Street, Suite 300 Boulder, CO Myra Salzer The Wealth Conservancy, Inc. (303) 444-1919
1525 Spruce Street, Suite 300 Boulder, CO
Expertises Charitable Giving - Trusts & Foundations, Estate & Generational Planning Issues Certifications NAPFA Registered Financial Advisor, BS, CFP®
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