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1229 Lake Plaza Drive
Suite A
Colorado Springs, CO 80906
Phone: 719-576-4500
Fax: 719-576-2302
Aspen Airport Business
111, Suite Q
Aspen, CO 81611
Phone: 970-925-9560
Fax: 970-925-9582
Contact Us
Map & Directions
Securities offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC.
Member FINRA / SIPC
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What we want you to know
Our goal is to provide our clients the confidence to know our firm is watching over their financial affairs.
To achieve that goal our clients should know…..
- We put their interests above our own and conduct ourselves with the highest standards of integrity.
- We are experienced in the realms of financial planning and investment management and are consistently updating our knowledge.
- We pride ourselves on offering a boutique level of service that allows their financial affairs with us to be conducted in a way they feel comfortable with.
- We offer a wide range of services which include: complete financial planning, investment management, risk management, retirement planning, estate planning, tax planning, and counsel on many financially related matters.
- How they pay for the services we render and be comfortable with the amount and timing of that pay.
Your Rights as a Client:- Courteous service
- A trustworthy and competent financial advisor
- Suitable recommendations
- Timely transactions at the best available prices
- Full disclosure of costs and risks
- Clear communications
- Comprehensive statements and trade confirmations
- Prompt error and complaint resolution
- Strict confidentiality
| Click here to read the Raymond James Client Bill of Rights |
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