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Advisors near 81506

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John C

CFP®, Series 63

Grand Junction, CO

Connolly Financial Group

Passive / index investing Active portfolio management
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Charles C

Series 63, Series 66

Grand Junction, CO

Clc Capital Management

College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Cash flow / budgeting Active portfolio management Retired Founder/Business Owner
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Aaron T

CFP®, Series 66

Grand Junction, CO

Delphi Wealth Partners

Income planning Cash flow / budgeting Founder/Business Owner Retired Mid-Career Professionals
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Roy S

Series 63

Grand Junction, CO

Integrated Benefits, Incorporated

Wealth management General retirement planning Retirement plans for business owners (SEP, solo 401k)
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Lisa I

CFP®, PFS™, Series 65

Fruita, CO

Canyon Creek Investment Advisors

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Retirement income strategy
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Donna M

CFP®, Series 63, Series 65

Palisade, CO

Clear Waters Financial Network LLC

Equity compensation tax strategy Stock option exercise strategy Active portfolio management Passive / index investing
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Sarah S

Series 66

Grand Junction, CO

Integrated Benefits, Incorporated

Wealth management General retirement planning Retirement plans for business owners (SEP, solo 401k)
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Brian F

CFA®

Fruita, CO

Canyon Creek Investment Advisors

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Retirement income strategy
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Kyle L

CFA®, Series 63, Series 66

Grand Junction, CO

Elevate Capital Advisors

Active portfolio management Options & derivatives strategies Founder/Business Owner
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Rae B

CFP®

Grand Junction, CO

Bright Road Wealth Management, LLC

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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