BG5 Financial

Longmont, CO Financial Services
(720) 204-5500
(720) 204-5500
2030 Terry St Ste 103, Longmont, CO

2030 Terry St Ste 103, Longmont, CO

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Photo of BG5 Financial
Photo of BG5 Financial

About the Business

BG5 Financial is a Longmont based financial advisory firm specializing in retirement planning. We understand the importance of making the most of your retirement and will help you do so by reducing taxes, investing smarter, and ensuring that you never run out of money. In order to prove our commitment to helping you, we have created a no-cost process known as the P2P Process. This process allows you to evaluate our services before committing to any fees or investments.

We invite you to visit our website or give us a call to schedule an initial phone consultation. Let us show you how BG5 Financial can help you make the most of your retirement.

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Publisher Info

  • Before starting his own firm in 2016, Brad was a VP and the primary portfolio manager for the wealth management division at (what was then called) Colorado East Bank & Trust where he began his financial advising career in 2005. In 2016 Colorado East Bank & Trust was sold to TBK Bank and the wealth management division was subsequently eliminated. This provided the perfect opportunity to establish his own firm doing the work he and his team loves.
  • (720) 204-5500
  • 2030 Terry St Ste 103, Longmont, CO
  • Visit Website

Opening Time

  • Mon
    9:00 AM - 5:00 PM
  • Tue
    9:00 AM - 5:00 PM
  • Wed
    9:00 AM - 5:00 PM
  • Thu
    9:00 AM - 5:00 PM
  • Fri
    9:00 AM - 12:00 PM
  • Sat
    Closed
  • Sun
    Closed
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