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Sample Listing of Colorado, CO Firms Offering 401K Plan Services
 
Integrity Financial
5181 Ward Rd Ste 206 Wheat Ridge, CO

 
  Our Mission Statement: “To create leaders in financial significance by providing creative financial strategies, by teaching and training to use innovative financial systems and methods, and by coaching to develop and master financial skills and habits.” We teach our clients how to accumulate wealth with proper money management and then how to grow their wealth using sophisticated investment strategies and more effective investment diversification methods. We hope you choose us to help you realize your dreams. We are a fee based registered investment advisor. We are not paid commissions, but instead charge our clients fees to manage their investments and train them how to properly manage their finances. We charge this way so that we are always in the same side of the table as our clients. Our clients never have to wonder if we have an alternative motivation (commissions) for any of our investment advice. If you never have used a fee based investment advisor you should contact us and see how it works for you. We serve individuals, families, businesses and institutions worldwide. We have 3 basic goals for our clients: •Creating Wealth for our clients •Growing Wealth for our clients •Protecting Wealth for our clients We help people become successful people. We have learned that successful people swim against the current, walk in the opposite direction and simply do things contrary to the rest of the crowd. We want to share what we have learned and help you become successful, that is what we are all about.
 
  

 
Money Concepts Financial Planning Centre
1045 Allegheny Dr. Colorado Springs, CO

 
  Bernie Amels has been guiding individuals and families to financial independence for over seventeen years in Colorado Springs. He works extensively in the area of money management using a planning system based on macroeconomics called PERSONAL FINANCIAL ENGINEERING. Personal Financial Engineering examines your financial situation and enables you to maximize the use of your resources. Simply stated, Personal Financial Engineering is a program designed to help you maximize the performance of your money. Often this can be accomplished with little or no additional out-of-pocket expense. Bernie focuses on helping clients reduce their taxes and find quality money managers. Application of this system to your everyday money decisions may enhance your ability to achieve wealth, security, and success.
 
  

 
Creative Financial Solutions Inc.
9800 Mt. Pyramid Ct. Suite 400 Denver, CO

 
  Creative Financial Solutions is an independent fee based firm, providing financial planning and investment management services for one low fee. We were also just nominated as one of the top financial advisor's for 2009, and received the pretigious 5 star rating for best in client satisfaction. This award is only given to the top 7% of advisors in Colorado.

We provide a personalized long-term relationship, with a strong emphasis on client education and awareness. Our primary focus is helping you tame the complexity of your financial affairs, so you can relax, and enjoy life without worrying about your money. CFS is designed to help you reach financial freedom sooner than would be possible on your own, and at a much lower cost.

Our firm has nothing to sell but our nationally recognized expertise, and our many years of experience helping people make the most of their assets, achieve their personal and financial goals, and fulfill their dreams for the future. After helping hundred's of individuals, family's and retiree's since 1986, we understand all of the necessary steps towards reaching success.

Don't be amoung the vast majority that never achieve true financial independence. Remember: People do not plan to fail, they fail to plan!

We provide a FREE consultation with flexible office hours, so why not take a little time and discover for yourself how easy it is to greatly improve your financial life.
 
  

 
Presidential Brokerage, Inc
5445 DTC Parkway Suite 1100 Greenwood Village, CO

 
  I am a Wealth Manager with an Investment Advisor Representative Designation that provides Financial Planning Services. The majority of my clients are nearing retirement and looking for solutions to protect their wealth. I offer traditional investments that are fee-based or commission as well as alternative investments such as fixed indexed annuitys, non publically traded REITS that don't fluctuate with the stock market, and a unique smart 401K program where we help you manage your current 401k. I provide Asset Allocation Advice and Free Portfolio Reviews. I hold a series 7,63,66, Colorado Life, Variable Products, and LTC licenses. My firm is a correspondent to Wells Fargo Advisors with access to their Wealth Management Platforms.
 
  

 
Conway Insurance
2006 West 120th Ave Broomfield, CO

 
  For all your insurance and financial service needs please call us. We also do commerical insurance.
 
  

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