Amentous, LLC
Jeff Sakalosky
email:
phone #:
720-849-2668
1377 German Ct, Erie, CO 80516, USA
Amentous, LL provides financial business personal services that include: Financial Consulting Services/Financial Planning & Analysis-Financial Modeling, Budgeting, Forecasting, Annual Operating Plan Development, Litigation/Real Estate/Property-HOA Transactional Support, Bookkeeping and Accounting, Yearly/Quarterly Preparation & Processing
Citywide Banks
Shelley McLeod
email:
phone #:
(303) 439-4888
199 S Briggs St, Erie, CO 80516, USA
Edward Jones
Tony Liska
email:
phone #:
(303) 441-0204
3434 47th St, Ste 120, Boulder, CO 80301
Edward Jones Investments
Brittany Maracine
email:
phone #:
303-828-9933
671 Mitchell Way Suite 204 , Erie CO 80516
FirstBank
Adam Ingersoll
email:
phone #:
(303) 957-3412
1779 State Highway 7, Erie, CO 80516
Great Western Bank
Patrick Dugdale
email:
phone #:
303-828-0888
785 Cheesman
Erie, CO 80516-0449
Hinman Financial Planning, Inc.
Raquel Hinman
email:
phone #:
720-460-0908
P.O. Box 1158, 568 Briggs Street, Erie CO 80516
Raquel Hinman, CFP®, is a fee-only planner and founder of Hinman Financial Planning. With more than 20 years’ experience providing financial planning, wealth coaching, and investment management, her practice is focused on helping men and women navigate the financial and life issues that arise when transitioning to retirement, dealing with the loss of a loved one, or navigating a divorce.
She meets virtually with clients across the country and splits her time between Boulder County and Littleton, CO. Her office is located in downtown Erie, and during normal times, she welcomes in-person meeting with clients in Erie, Boulder, Longmont and surrounding Denver Metro communities.
InSight
Kevin T. Taylor
email:
phone #:
303-502-0810
938 Eichhorn Dr, Erie, CO 80516, USA
InSight is home to industry-changing financial advisory services paired with a rigorous fiduciary process we call the InSight-Full® planning process. An InSight-Full® plan is a client-centric method of financial planning and coaching that bases our decision-making on a client’s interest and expectations for their future. Our planning puts client goals at the center of what we do. This type of client-centricity requires we keep six values at the forefront of our relationship with you:
CLIENT FIRST
TRUSTED RELATIONSHIPS
COMMUNITY MATTERS
CELEBRATE CREATIVITY AND ENERGY
WORK TOGETHER
FISCAL+FITNESS
LeaderOne Financial
Matt Powell
email:
phone #:
(303) 872-5483
2029 Kinnikinnick Drive, Erie, CO 80516
Zenith Home Loans
Casey Clement
email:
phone #:
(720) 512-5500
417 Polaris Circle, Erie, CO 80516