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
James Pasztor Pasztor & Associates(303) 990-3883
6417 S. Oak Hill Cir Aurora, CO James Pasztor Pasztor & Associates (303) 990-3883
6417 S. Oak Hill Cir Aurora, CO
Expertises Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, Advising Employee Benefit Plan Participants, Middle Income Client Needs, Retirement Planning & Distribution Rules Certifications NAPFA Registered Financial Advisor, CFP®, CMFC, MS
Robert Zimberg Financial Mountain Inc.(303) 442-4390
5335 West 48th Avenue, Suite 100 Denver, CO Robert Zimberg Financial Mountain Inc. (303) 442-4390
5335 West 48th Avenue, Suite 100 Denver, CO
Expertises Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Alternative or Private Investments, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Special Needs Planning Certifications NAPFA Registered Financial Advisor, CCPS, CFP®
Gary Nearpass Nearpass Financial Counseling, Inc.303-733-0354
44 Cook St., Suite 100 Denver, CO Gary Nearpass Nearpass Financial Counseling, Inc. 303-733-0354
44 Cook St., Suite 100 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
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
Geoffrey Rink Rink Financial Planning, LLC(303) 532-5959
9233 Park Meadows Drive Lone Tree, CO Geoffrey Rink Rink Financial Planning, LLC (303) 532-5959
9233 Park Meadows Drive Lone Tree, CO
Expertises Hourly Financial Planning Services, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, Newlyweds & Novice Investors, Ongoing Investment Management, Investment Advice without Ongoing Management Certifications NAPFA Registered Financial Advisor, CFP®
Jon Moore Moore Financial Group(303) 225-8400
8081 Shaffer Pkwy Littleton, CO Jon Moore Moore Financial Group (303) 225-8400
8081 Shaffer Pkwy Littleton, CO
Expertises Retirement Plan Investment Advice, Ongoing Investment Management, Planning Issues for Business Owners Certifications NAPFA Registered Financial Advisor, CFP®
Paul Staib Staib Financial Planning, LLC303/346-5336
2 West Dry Creek Circle Littleton, CO Paul Staib Staib Financial Planning, LLC 303/346-5336
2 West Dry Creek Circle Littleton, 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
Alexander Feick Paragon Capital Management, Ltd.(303) 296-1458
999 18th Street, Suite 1220 Denver, CO Alexander Feick Paragon Capital Management, Ltd. (303) 296-1458
999 18th Street, Suite 1220 Denver, CO
Expertises Charitable Giving - Trusts & Foundations, Planning Concerns for Corporate Executives, Advising Employee Benefit Plan Participants, Ongoing Investment Management, High Net Worth Client Needs, Tax Planning Certifications NAPFA Registered Financial Advisor, BA, BS, MBA
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