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Colorado Financial Management is a fee-only financial advisor, offering customized investment management strategies and financial counsel for individuals, families, and institutions. We are based in Boulder with offices in Denver and Loveland, serving clients throughout Colorado and the United States. Our clients have counted on us for sound financial advice for over 27 years as they navigate through life's most important decisions. Additionally, we provide consulting services for retirement and estate planning, real estate analysis, and a wide variety of other financial matters. Our philosophy is to establish a well-defined plan, identify high quality investments, reduce risk at each step of the process, and pay attention to details. We are currently managing and supervising approximately $1 billion in securities.
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We are an Independent Investment firm committed to helping people pursue their financial goals. We specialize in managing smaller accounts for young professionals and entrepreneurs with a focus on long-term investing to best achieve your financial goals. Information we review to select your investments includes: Risk Tolerance, Retirement and Investment Goals, Investment Time Horizon and Investment Knowledge. We open the proper retirement, education, and investment accounts, and as needed, transfer and consolidate your previous 401(K) plan, IRA, or investment accounts. We manage your portfolio to best achieve your financial goals, and continuously look for investment opportunities and plan for potential risks.
AdvoCharge
At AdvoCharge, we educate businesses about payment solutions so they can make the best decisions when it comes to credit card processing, electronic commerce, certified payment processing, and much more. Based in Boulder, CO, AdvoCharge is an independent merchant service provider serving both local and national clients. We have two unique programs - one that is more traditional that saves merchants 20% over the fees charged by their current provider, and a second CashDiscount program that totally eliminates all their processing fees! Here's an overview of our services: - Rates locked for the life of your account - Average savings of 20% over your previous credit card processor - CashDiscount program to eliminate all fees! - No setup, annual, or cancellation fees - 24/7/365 Support - 2nd tier escalation services - Account monitoring - Free reprogramming of existing hardware - Any new hardware needs are provided at our wholesale costs - Next day funding - eCommerce, shopping cart, and gateway integration - Gift cards - QuickBooks integration - Mobile wallet options We work with small shops up to multimillion dollar corporations. Our approach is especially beneficial to franchises and associations. Call us today for a free, no-obligation savings analysis and learn how much you will save!
At Brightside Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Boulder, CO area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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