Jamie Sladky
CDFA
Financial Advisor
Certified Divorce Financial Analyst

1212 Pearl St.
Suite 200
Boulder, CO 80302
Phone: 303-323-4293
Fax: 303-323-4295
Contact Us

Map & Directions

Services

As a financial advisor, my mission is to provide clients with the knowledge and expertise they need to make educated financial decisions. In order to accomplish this, I combine my experience in the financial services industry with quality investment alternatives and the latest information and technology available.

I strive to present information in a straightforward, understandable manner so that together with my clients, we can determine the best options available for their portfolios. I constantly consider changes in both the marketplace and in my clients' needs, making necessary adjustments to help them.

• Asset Allocation - Asset allocation versus diversification - what's the difference?
• Asset Management - Discover the benefits of professional asset management.
• Estate Planning - Peace of mind takes planning.
• Financial Planning - Your financial future is important. Don't trust it to just anyone.
• Mutual Funds - Your purchasing power at work.
• Retirement Planning - Charting a course for your retirement destination.
• Stocks - How do stocks fit into my financial plan?
• College Planning - What will it take to deliver the dream?
• Bonds - Are bonds right for you?
• Identity Theft - The more you know about identity theft, the better you can protect yourself.
• 401(k) - What to expect from your 401(k) advisor.