Simmons Investment Management provides trusted financial advice for engineers and tech professionals. We help our analytical clients and their families to offload money-related stress, rise above risk aversion, and implement a plan to enjoy the benefits of their hard work and success. Kyle Simmons, CFP®, CRPC®, worked for over 13 years in the tech industry as an engineer. When you work with him, you’re not working with a product salesman, but rather someone who works and talks like you, taking a logical and efficient approach to investment management and retirement planning. He understands the financial and intellectual benefits of working in the industry as well as the challenges and frustrations. He thinks like an engineer and has the integrity of one too. We are a fiduciary, fee-only firm, which means we're required to always put your interests ahead of our own. We don't sell products, get paid commissions, or receive referral fees. Many advisors or financial salespeople work for a brokerage or insurance company and are paid commissions or are "fee-based". We believe that our fee-only, fiduciary structure allows us to have a more objective relationship with our clients because it reduces the possible conflicts of interest. We'd love to hear from you!
Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Paul Dahlgren is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Louisville, CO make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.
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At Beacon Retirement Planning Group Inc, we work hard to guarantee your satisfaction with our San Diego, CA financial services. It is the attention to detail and proactive attitude that sets us apart from the competition.
Hattig Financial is a financial advisory firm in Longmont, Colorado. We provide personalized retirement planning, wealth management, investment advisory, portfolio management, and comprehensive financial planning services for pre-retirees, retirees, professionals, families, and business owners. Our priority is building long-term relationships with each of our clients and creating personalized financial strategies designed to help grow, manage, and protect their wealth. We are committed to guiding our clients throughout their financial journey in preparing for a safe retirement and secure financial future.
Making Sense of Investing
During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
