Colorado Financial Advisors
Financial Services, 8400 E Prentice Ave, Greenwood Village, Colorado, 80111, United States, 1-10 Employees
Who is COLORADO FINANCIAL ADVISORS
Provide clients with great service, an in-depth education and understanding regarding their investments. Offer clients greater access to investment products and help them understand the i...
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Headquarters: 8400 E Prentice Ave, Greenwood Village, Colorado, 80111, United States
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Date Founded: 2015
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Employees: 1-10
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Revenue: $1 Million to $5 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6282
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Frequently Asked Questions Regarding Colorado Financial Advisors
Answer: Colorado Financial Advisors's headquarters are located at 8400 E Prentice Ave, Greenwood Village, Colorado, 80111, United States
Answer: Colorado Financial Advisors's official website is https://coloradofa.com
Answer: Colorado Financial Advisors's revenue is $1 Million to $5 Million
Answer: Colorado Financial Advisors's SIC: 6282
Answer: Colorado Financial Advisors has 1-10 employees
Answer: Colorado Financial Advisors is in Financial Services
Answer: Colorado Financial Advisors contact info: Phone number: Website: https://coloradofa.com
Answer: Provide clients with great service, an in-depth education and understanding regarding their investments. Offer clients greater access to investment products and help them understand the impact of taxes, fees and market volatility during the golden years. Examples of recent planning services provided to client families: Created a retirement plan for empty nest parents with ten years until retirement Retirement planning for a client who sold their family business Advised retiring clients on best ways to apply for and draw Social Security Performed benefits review for a client who recently changed jobs Helped new physician and a dentist select disability insurance plan Created a step by step plan for a client to plan for their children to attend college Helped young professionals establish retirement plans and set three year financial goals and budget Reviewed and advised client on their Long term care options Designed an extended care plan for a widow who did not want to be a burden on her children Provided an insurance analysis to newlyweds allowing them to properly protect their lifestyle and help them with their mortgage options Discussed and educated a client on a business buy / sell agreement Solved a new clients retirement income cash flow crisis by reallocating assets Specialties: Retirement Planning, Fee Based Planning (Plan for fee), Financial Planning, Investment Planning, Social Security Planning, Pension Planning, Income Planning, Tax Efficiency Planning, Insurance Planning, Small Business Succession Planning, Retirement Plan Services , Mortgage Loan Orginator NMLS 1698629 Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, Ohio 45242 (513) 794-6794 Investment Advisory services offered through O.N. Investment Management Company.
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