Long term investment strategies in Parker, Colorado

Staib Financial Planning, LLC is a finance institution located at 9233 Park Meadows Drive in Lone Tree, Colorado, United States. Specializing in flat fee-only retirement planning, they assist clients in navigating the journey to and through retirement. Tax efficiency is a key focus, with strategies to minimize taxes and maximize after-tax income. They help clients create a low-cost, diversified investment portfolio tailored to their unique goals. As a fee-only advisor, they are compensated solely by their clients and do not accept commissions or sell products. Certified Financial Planner Paul Staib leads the team, providing comprehensive, tax-efficient retirement planning and investment management services. Serving as a fiduciary, they never earn commissions and prioritize building long-term relationships based on trust and objectivity. Located in the south Denver metro area, they serve clients in Highlands Ranch, Littleton, Aurora, Parker, and surrounding communities, as well as virtually for US-based clients.

Dakota Bramhall is a Financial Advisor at Ameriprise Financial Services, LLC, located at 19751 Mainstreet in Parker, Colorado, United States. Dakota holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Dakota provides expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and a comprehensive understanding of asset management, investment strategies, estate planning, and retirement planning, Dakota is dedicated to helping clients achieve their financial goals."

Staib Financial Planning, LLC is a finance institution located at 3131 South Vaughn Way in Aurora, Colorado, United States. As a Flat Fee-only retirement planner, we specialize in helping individuals navigate their journey to and through retirement. Our services include comprehensive, tax-efficient retirement planning and investment management to help clients achieve their financial goals. Led by Certified Financial Planner Paul Staib, we are committed to serving as fiduciaries and never earning commissions of any kind. We work with clients in the south Denver metro area, including Highlands Ranch, Littleton, Lone Tree, Aurora, Parker, and surrounding communities. With a focus on tax minimization strategies and personalized investment portfolios, we aim to create long-term relationships built on trust and objectivity. Discover the difference with Staib Financial Planning and the benefits we can provide for your financial future.

Edward Jones - Financial Advisor: Jonathan K Rowlett is a trusted finance institution located at 19641 East Parker Square Drive in Parker, Colorado, United States. With a focus on providing personalized financial advice and guidance, Jonathan K Rowlett helps clients reach their financial goals and secure their future. Whether you are looking to plan for retirement, save for college, or invest for the future, Edward Jones - Financial Advisor: Jonathan K Rowlett is dedicated to providing expert financial services tailored to your individual needs. Contact them today to start building a secure financial future.

Dave Moritz is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 19751 Mainstreet in Parker, Colorado, United States. Dave Moritz holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Dave Moritz's expertise in providing comprehensive financial planning services to individuals and businesses. Whether you are looking for retirement planning, investment strategies, estate planning, insurance products, or advice on fixed-rate and variable annuities, Dave Moritz has the knowledge and experience to help you achieve your financial goals. Contact Dave Moritz today to schedule a consultation and start planning for a secure financial future.

Edward Jones - Financial Advisor: Eric Schranck, CFP® is a reputable finance institution located at 19641 East Parker Square Drive in Parker, Colorado, United States. As a Certified Financial Planner (CFP®), Eric Schranck provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on long-term financial planning and wealth management, Edward Jones - Financial Advisor: Eric Schranck is dedicated to helping individuals and families secure their financial future.

Edward Jones - Financial Advisor: Brandon Giorgetta, AAMS™ is a reputable finance institution located at 5001 South Parker Road in Aurora, Colorado, United States. Brandon Giorgetta, an Accredited Asset Management Specialist, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, Edward Jones is dedicated to helping individuals and families secure their financial futures. Contact Brandon Giorgetta today for expert financial guidance and support.

Edward Jones - Financial Advisor: Marcy E McGovern is a trusted financial institution located at 19037 Plaza Drive in Parker, Colorado, United States. As a dedicated financial advisor, Marcy E McGovern provides personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Marcy E McGovern is committed to helping individuals and families secure their financial future.