Credit Union of Colorado - Parker

Woodfield Financial Advisors

At Woodfield Financial Advisors, we provide straightforward advice to help you with your financial needs. We take the time to understand your goals and create a step-by-step plan to help you get there. Our first meeting is free of charge and there's no pressure to buy anything. Our clients have been trusting us for over 35 years because we invest their money wisely and provide honest, reliable financial advice. We look for ways to save on costs, reduce risk, lower taxes, and optimize investments. Plus, our small company provides you with personalized attention, while also having access to the expertise of a global, multi-billion dollar firm. Our team is dedicated to helping you reach your financial goals. We have three Certified Financial Planner ® professionals and are a Fiduciary business. If you're interested in learning more, contact us to set up a meeting and see if we're a good fit. Half of our clients are local and meet us in person at our office. The other half are clients from all over the country that we work with remotely. We are able to conduct business via phone, video chat, and secure online document uploads.

Darryl Lyons - PAX Financial Group

At PAX Financial Group, we are passionate about helping others live life to the fullest. With over a century of combined experience, our team of life advisors are committed to helping our clients achieve their financial objectives. Based in San Antonio, Texas, our locally owned and independent firm provides comprehensive financial assessments, investment management, and insurance services all in one place. We have partnered with many leading organizations like Goldman Sachs and Dave Ramsey to bring valuable resources to the community. We are also honored to be part of the Forbes Finance Council that brings business leaders together to make a lasting impact. As a testament to our commitment to providing an excellent work environment, we have been named one of the Best Places to Work in San Antonio for many years and have made the Inc 5000 list three times. Darryl Lyons - PAX Financial Group is dedicated to helping our clients make informed decisions to achieve their financial goals and create meaningful lives.

Shauna Financial Service

At Shauna Financial Service, our goal is to provide top-notch credit repair and excellent customer service at an outstanding price to help those with credit difficulties restore their credit and create a strong foundation on which they can reach their financial objectives. We also offer Notary Service: If you cannot make it to a Notary office in time, we can come to you. Our service includes a private consultation, contacting creditors on your behalf, sending back and forth documents, and more. We have been trained in the latest laws, regulations, and credit reporting practices. We also know which items on your report have the biggest influence on your score. Having a low credit score can stop you from getting the things you want. But do you know that a low credit score can affect more than just financing? Make the best choice for your future. Contact us today and let our expertise save you time, money, and frustration.

Financial Pathways

Financial Pathways is a certified financial planning firm that provides expert advice on financial matters throughout the entire financial journey. Our team of financial planners is dedicated to helping clients achieve their financial goals and objectives. We offer comprehensive financial planning, retirement planning, investment advice and/or management, financial advice for women, younger people, student loan analysis and college planning. Our goal is to help our clients make sound financial decisions that will put them on a path to success. Our advisors have a wealth of experience and knowledge in financial planning. They are committed to delivering personalized advice that is tailored to each individual’s specific needs. We understand that every person’s financial situation is unique, and so we strive to provide tailored solutions that are tailored to each individual’s goals and objectives. Our advisors are also highly-trained and certified in financial planning, so they can provide the most up-to-date information and guidance.

Michael Haboush CFP, CRPC, LUTCF

Signature Financial Group, LLC is a financial services firm dedicated to helping clients achieve their financial goals. Mike Haboush, a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC) and Life Underwriter Training Council Fellow (LUTCF), works to maintain and improve clients' standards of living, maximize wealth, prepare for retirement and protect and preserve estates. The team at Signature Financial Group, LLC strives to provide tailored solutions using a variety of life insurance, investment products and services, annuities and long-term care insurance, allowing clients to plan for the future with confidence. With years of experience and expertise, Mike Haboush and the rest of the Signature Financial Group, LLC team are committed to helping clients reach their financial objectives.If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

CTB Financial Services

At CTB Financial Services, we provide our customers with a unique set of capabilities and services to help them make their best financial decisions. Our expertise in Modern Portfolio Theory, income and estate taxes, and personal financial strategies is unmatched. We also focus on educating our customers and building relationships with them through face-to-face meetings. As a privately owned, independent investment advisory firm, our investment reach is global and sophisticated, giving us the edge when it comes to making smart decisions about your money. We are committed to providing quality financial advice and personal customer service. With over three decades of tax, estate planning, and investment experience, we are confident that we can help you reach your financial goals.We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

James Financial Service

James Financial Services, a Virginia Beach CPA firm, has been providing quality accounting services to clients in the area for over 35 years. Our main focus is helping our clients save money by offering sound financial advice and strategies that will bring them greater performance and cost savings. We begin by getting to know each of our clients and understanding their financial goals. After this initial assessment, we carry out a thorough analysis to determine how best to help them achieve their goals. This includes providing warnings against any financial investments that could be detrimental to their future. We construct a comprehensive plan tailored to their needs, so they can be confident that their financial objectives are on track year after year. Furthermore, we offer a guarantee on our work. Should any mistakes be made, we will pay any associated penalties and interest, giving our clients the peace of mind that they are getting the most value out of their financial resources.

Allstate Insurance: Patrick Becker

As a Personal Financial Representative in Las Vegas, I am familiar with many local families. My knowledge and understanding of the community allows me to provide excellent customer service. It is my pleasure to help families such as yours protect the things that are important, like family, home, car and more. I can also help you create a strategy to reach your financial goals. I take pride in working for a company that has served satisfied customers for more than 80 years. Allstate Insurance: Patrick Becker can offer quality insurance at an affordable price, giving you easy access to contact me in person, over the phone, or through my website - anytime you need. Both Allstate and I understand the importance of price and service in building a lasting relationship. My commitment to you involves: determining your immediate and long-term financial goals; finding solutions to meet your and your family's needs; exploring investment solutions, such as annuities, IRAs, life insurance and college savings; reviewing your insurance and financial needs as they change; answering questions and providing ongoing service and support.Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.