MY Wealth Planners is the first fee-only financial planning firm in Longmont, CO. We offer Fiduciary Financial Planning, Investment Management, and Employee Compensation and Retirement Plan Consulting.
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Our mission is to help business owners make the most of their enterprises from basic accounting to complete tax serivces.
Established in 1905, First MainStreet Insurance offers a range of insurance solutions for businesses and individuals. It provides access to several financial carriers, including Acuity, Aetna, Allied Insurance, American Medical Security and Chubb Group. The company serves the manufacturing, automotive, financial, retail, technology, real estate and trucking industries and is located in Longmont, Colo. First MainStreet Insurance offers property, workers compensation, general liability and bond insurance. Its personal insurance products cover automobiles and homes. The company also offers individual financial life plans to cover health care costs. First MainStreet Insurance s professional liability insurance is suitable for architects, environmental consultants, nurses and property managers. The company additionally provides compliance check services that focus on risk management techniques and employer implementation strategies.
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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.
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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.
