UPCOMING EVENTS
Colorado Financial Management
- Financial Planning & Services
- Investment Companies

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About
Fee-only financial adviser for over 27 years, offering customized investment management strategies & financial planning
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Highlights
- Our mission is to identify & characterize the financial, investment & business issues of our clients & provide solutions
- Our ultimate purpose is to help our clients enjoy their wealth and achieve their life goals
- We are based in Boulder with offices in Denver and Loveland, serving clients throughout Colorado and the United States
- Clients rely on us for sound financial advice for over 27 years as they navigate through life?s most important decisions
- We are currently managing and supervising over $1 billion in securities
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Whom to Contact
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- Brad BickhamPhone: (303) 443-2433
- Jordan KunzFinancial AdvisorPhone: (303) 443-2433
- Chris LagudisPhone: (303) 443-2433
- Rick LawrencePresidentPhone: (303) 443-2433
- Patty MeneleyPhone: (303) 443-2433
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Directions
Free parking on-site