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Advisors near 80501

Out of 400,000+ nationwide

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Bruce F

Series 63, Series 65

Boulder, CO

Fleet Capital Management, LLC

Active portfolio management Tax-loss harvesting Wealth management
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James K

ChFC®, Series 63

Erie, CO

Rocky Mountain Financial Solutions Inc.

Wealth management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner
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Meera M

CFP®, Series 65

Boulder, CO

Full Body Finance

Debt management
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Katherine M

Series 63, Series 65

Boulder, CO

Holos Consulting Group, LLC

ESG / Sustainable investing Private / alternative investments
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Jimmy B

CFP®

Boulder, CO

Business Financial Strategies, Ltd.

College savings (529s, UTMA, etc.) Business Financial Management Cash flow / budgeting Founder/Business Owner
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Steven Z

CFP®, Series 66

Boulder, CO

Flatirons Wealth Management

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner Retired
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Theodore V

Series 65

Lafayette, CO

AEOM Investments, LLC

Options & derivatives strategies Passive / index investing Active portfolio management Real estate investing
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Christopher S

CFA®, Series 63, Series 65

Erie, CO

Swales Financial LLC

Options & derivatives strategies
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Abigail K

CFP®, Series 65

Lafayette, CO

Abby Kovach Financial Planning, LLC

General estate planning guidance Charitable giving & philanthropy Cash flow / budgeting College savings (529s, UTMA, etc.) General tax planning
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Sanay P

Series 65

Longmont, CO

Purpose Wealth

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting General tax planning Life insurance needs analysis Founder/Business Owner
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