Tax management in Greenwood Village, Colorado
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Mercer Advisors Wealth Management
● ClosedMercer Advisors Wealth Management, located at 5613 DTC Parkway in Greenwood Village, Colorado, offers a unique approach to wealth management in the Denver - Tech Center area. With a focus on helping clients transition from wealth-building to wealth-enjoying, Mercer Advisors provides expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. Their team of talented wealth advisors, including Emily, Ben, James, Drew, Brett, Cam, Ian, Brittany, and Gaby, are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you're looking for retirement planning, estate planning, investment management, or tax planning, Mercer Advisors has the expertise to help you connect all the dots of your financial life.
5613 DTC Pkwy #650, Greenwood Village, CO 80111, United States -
Business & Financial Management Services
● ClosedBusiness & Financial Management Services is a leading institution specializing in accounting and finance services. Located at 7350 East Progress Place in Greenwood Village, Colorado, United States, our team of expert professionals is dedicated to helping businesses navigate the complexities of financial management. Whether you need assistance with bookkeeping, tax preparation, budgeting, or financial planning, our experienced staff is here to provide personalized solutions tailored to meet your specific needs. Trust Business & Financial Management Services to help you achieve your financial goals and ensure long-term success for your business.
7350 E Progress Pl #100, Greenwood Village, CO 80111, United States -
AA Tax & Financial Service
● ClosedAA Tax & Financial Service is a premier accounting and finance institution located at 6455 South Yosemite Street in Greenwood Village, Colorado, United States. With a team of highly skilled professionals, we provide a wide range of services including tax preparation, financial planning, and investment management. Our goal is to help individuals and businesses navigate the complexities of the financial world with ease and confidence. Contact us today to learn more about how we can assist you in achieving your financial goals.
6455 S Yosemite St Suite 960, Greenwood Village, CO 80111, United States -
pi Tax Management
● Openpi Tax Management is a dedicated institution located at 5200 DTC Parkway in Greenwood Village, Colorado. We understand that taxes can be complex and overwhelming, which is why we are here to provide practical solutions to your tax situation. Our team of experts is ready to have a conversation with you about how we can help. Please note that pi Tax Management Inc is an independent entity solely focused on tax preparation services. We are separate from pi Wealth Management and LPL Financial, and LPL does not provide tax advice. Rest assured that our advisors are here to assist you with all your tax-related needs. Visit us at 5200 DTC Parkway Ste. 340 in Greenwood Village to learn more about how we can help you navigate the world of taxes.
5200 DTC Pkwy, Greenwood Village, CO 80111, United States -
Defense Tax Partners
● ClosedDefense Tax Partners is an institution located at 6312 South Fiddlers Green Circle, Greenwood Village, Colorado, United States. Specializing in accounting, finance, and legal services, our team of IRS Tax Attorneys can assist with Tax Levy, Tax Fraud, IRS Audit Defense, and Tax Settlements. Taxes are a crucial part of our financial responsibilities, and our experts can help you navigate through tax relief programs to manage your taxes effectively. Whether you are facing financial difficulties or need assistance with tax debt, our Denver tax relief experts can provide you with the necessary guidance and support. Contact Defense Tax Partners for a Free Consultation with a Denver Tax Relief expert at (720) 923-8636. Let us help you reduce the stress of dealing with your taxes and find the best solution for your financial situation.
6312 S Fiddlers Green Cir Suite 300 E, Greenwood Village, CO 80111, United States -
McElroy, Deutsch, Mulvaney & Carpenter, LLP
● OpenMcElroy, Deutsch, Mulvaney & Carpenter, LLP is a prestigious law firm located at 7400 East Orchard Road in Greenwood Village, Colorado. With a team of highly skilled and experienced lawyers, they provide a wide range of legal services to clients in the United States. Whether you need assistance with corporate law, real estate transactions, litigation, or any other legal matter, the professionals at McElroy, Deutsch, Mulvaney & Carpenter, LLP are dedicated to providing top-notch representation and achieving the best possible outcomes for their clients.
7400 E Orchard Rd #320s, Greenwood Village, CO 80111, United States -
Pure Financial Advisors, LLC
● ClosedPure Financial Advisors, LLC is a finance institution located at 7000 East Belleview Avenue in Greenwood Village, Colorado, United States. They specialize in providing comprehensive financial planning and investment management services to help individuals and families achieve their financial goals. With a team of experienced financial professionals, Pure Financial Advisors, LLC offers personalized solutions tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Pure Financial Advisors, LLC can help you navigate the complexities of the financial world and make informed decisions for your future.
7000 E Belleview Ave # 301, Greenwood Village, CO 80111, United States -
Witt Financial Advisors
● ClosedWitt Financial Advisors is a reputable finance institution located at 5299 Dtc Boulevard in Greenwood Village, Colorado, United States. With a team of experienced financial advisors, they provide personalized financial planning and investment management services to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, Witt Financial Advisors can provide expert guidance and support every step of the way. Trust in their expertise and dedication to help secure your financial future.
5299 DTC Blvd # 1300, Greenwood Village, CO 80111, United States -
Living Your Wealth
● ClosedLiving Your Wealth is a finance institution located at 5251 DTC Parkway in Greenwood Village, Colorado. We specialize in helping individuals and families effectively manage their wealth to achieve their financial goals and secure their future. Our team of experienced financial advisors offers personalized services tailored to each client's unique needs and circumstances. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Living Your Wealth is committed to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to start living your wealth to the fullest.
5251 DTC Pkwy # 1045, Greenwood Village, CO 80111, United States -
Tandem Financial, LLC
● ClosedTandem Financial, LLC is a full-service financial advisory firm located in Greenwood Village, Colorado. With over 75 years of combined experience in the financial services industry, our team of professionals specializes in personal finance, wealth management, and ancillary services coordination. We believe in smart investments that produce steady, deliberate growth, and we work closely with our clients to reach their financial goals. At Tandem Financial, we understand that managing finances can be stressful, which is why we prioritize developing long-term relationships with our clients. We provide state-of-the-art financial management software to make tracking finances easier than ever. Our services include retirement planning, wealth transfer, financial independence planning, education cost evaluation, tax planning, cash flow management, and more.
8400 E Prentice Ave # 1360, Greenwood Village, CO 80111, United States -
Merrill Lynch Financial Advisor Jay R Oyer
● ClosedMerrill Lynch Financial Advisor Jay R Oyer is a finance institution located at 6400 South Fiddlers Green Circle in Greenwood Village, Colorado, United States. The institution prides itself on its advisors who have received recognition from financial industry publications and Bank of America Corporation. Jay R Oyer, a Wealth Management Advisor and CFP® certificant, is dedicated to simplifying complex financial decisions and empowering clients to make sound choices about their financial affairs. With a focus on building strong client relationships based on trust and personalized service, Jay and his team at Merrill Lynch Wealth Management work to create personalized plans centered on clients' goals and priorities. By listening carefully to clients' aspirations and concerns, Jay helps design and implement plans to help clients pursue their financial goals while managing investment risk. The institution offers tools such as the Merrill Personal Wealth Analysis™ and the Investment Personality Assessment to help clients track changes in their financial approach and customize their investment strategies. With a commitment to putting clients first and providing comprehensive financial solutions, Jay R Oyer and his team at Merrill Lynch Wealth Management are dedicated to helping clients achieve their financial goals and navigate the complexities of their financial lives.
6400 S Fiddlers Green Cir 11th Floor, Suite 1100, Greenwood Village, CO 80111, United States -
Fiduciary Counsel, Inc.
● ClosedFiduciary Counsel, Inc. is a trusted finance and insurance agency located at 6635 South Dayton Street in Greenwood Village, Colorado, United States. With a team of experienced professionals, we provide expert advice and personalized solutions to help our clients achieve their financial goals and protect their assets. Whether you are looking for investment management, retirement planning, or insurance coverage, our dedicated team is here to provide you with the guidance and support you need. Trust Fiduciary Counsel, Inc. to be your partner in financial success.
6635 S Dayton St STE 200, Greenwood Village, CO 80111, United States -
Vision Financial Services, LLC
● ClosedVision Financial Services, LLC is a trusted accounting and finance institution located at 8400 East Prentice Avenue in Greenwood Village, Colorado, United States. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, financial planning, or investment management, our dedicated team is here to provide personalized solutions to meet your needs. Contact us today to learn more about how Vision Financial Services, LLC can help you secure a brighter financial future.
8400 E Prentice Ave, Greenwood Village, CO 80111, United States -
Jim Johnson - Thrivent Financial
● ClosedJim Johnson - Thrivent Financial is a finance and insurance agency located at 9250 East Costilla Avenue in Greenwood Village, Colorado. Our team is dedicated to guiding you through your investment, retirement, and insurance needs. We are licensed in multiple states including California, Colorado, Iowa, Kansas, Louisiana, Nevada, Texas, and Washington. Please note that Thrivent and our financial professionals do not provide legal, accounting, or tax advice. We recommend consulting with your attorney or tax professional for these matters. Our services include a review and analysis of your financial situation through our Financial Planning Framework. Clients can also engage in our Dedicated Planning Services for written recommendations for a fee.
9250 E Costilla Ave Suite 450, Greenwood Village, CO 80112, United States -
Centerpiece Wealth Advisors
● ClosedCenterpiece Wealth Advisors is a leading financial institution located at 6400 South Fiddlers Green Circle in Greenwood Village, Colorado. Specializing in accounting and finance services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, tax strategies, or wealth management, our experts are here to provide personalized solutions tailored to your unique needs. Trust Centerpiece Wealth Advisors to be your partner in financial success.
6400 S Fiddlers Green Cir #300, Greenwood Village, CO 80111, United States -
Merrill Lynch Financial Advisor Christopher Mullen
● ClosedMerrill Lynch Financial Advisor Christopher Mullen is a finance institution located at 6400 South Fiddlers Green Circle, Greenwood Village, Colorado, United States. Supported by the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. Specializing in investment management, retirement income planning, estate planning, tax minimization strategies, and more, the institution offers a comprehensive range of financial services. With a focus on individual client goals and priorities, the team at Merrill Lynch Wealth Management helps clients achieve their unique financial objectives through customized planning. The institution's approach is centered on understanding each client's life priorities, connecting them to their finances, and providing tailored solutions to help them pursue what matters most. Through the Merrill Investment Advisory Program, clients receive custom strategies that balance risk and reward, supported by ongoing review and insights from experienced investment professionals. The institution also integrates Environmental, Social and Governance (ESG) principles into its business strategy, aligning with Bank of America's commitment to responsible growth and ESG leadership. With a commitment to delivering a high-touch client experience and modern wealth management solutions, Merrill Lynch Financial Advisor Christopher Mullen provides personalized guidance to help clients pursue their financial goals.
6400 S Fiddlers Green Cir 11th Floor, Suite 1100, Greenwood Village, CO 80111, United States -
Chris Anderson - Thrivent
● ClosedChris Anderson - Thrivent is a finance institution located at 9250 East Costilla Avenue, Greenwood Village, Colorado, United States. They offer licensing through the State Insurance Department, with services available through the National Association of Insurance Commissioners website. The institution does not provide legal, accounting, or tax advice, but offers advice and guidance through its Financial Planning Framework. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors provide investment advisory services. For more information, visit Thrivent.com or FINRA's Broker Check. Professional designations and requirements can be found at https://www.thrivent.com/designations.
9250 E Costilla Ave Suite 450, Greenwood Village, CO 80112, United States -
David Grundy - Thrivent
● ClosedDavid Grundy - Thrivent is a finance institution located at 9250 East Costilla Avenue in Greenwood Village, Colorado. Licensing information can be found on the State Insurance Department's website, as Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients can receive advice and guidance through Thrivent's Financial Planning Framework, with the option to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services through Thrivent Investment Management Inc. Securities and investment advisory services are provided by licensed financial advisors, who are credentialed to offer investment advice. For more information on professional designations and requirements, visit the Thrivent website or FINRA's Broker Check.
9250 E Costilla Ave Suite 450, Greenwood Village, CO 80112, United States -
John Manzanares - Thrivent
● ClosedJohn Manzanares - Thrivent is a finance institution located at 9250 East Costilla Avenue, Suite 450, Greenwood Village, Colorado. Licensing for insurance products can be obtained through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with a professional in those areas. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
9250 E Costilla Ave Suite 450, Greenwood Village, CO 80112, United States -
Keith Wright - Thrivent
● ClosedKeith Wright - Thrivent is a finance institution located at 9250 East Costilla Avenue in Greenwood Village, Colorado, United States. The institution is licensed in multiple states, including AZ, CO, FL, IL, IN, KS, LA, MA, MT, ND, NE, NV, OK, SD, TX, UT, VA, and WY. Licensing information can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, and clients are encouraged to consult with their own attorney or tax professional. Thrivent offers financial planning services through its Financial Planning Framework, with the option for clients to engage in Dedicated Planning Services for written recommendations for a fee.
9250 E Costilla Ave Suite 450, Greenwood Village, CO 80112, United States -
Nathan Palmquist - Thrivent
● ClosedNathan Palmquist - Thrivent is a finance institution located at 9250 East Costilla Avenue, Suite 450, Greenwood Village, Colorado, United States. Licensing for insurance products can be obtained through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their own attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
9250 E Costilla Ave Suite 450, Greenwood Village, CO 80112, United States -
Jeremy Hotsenpiller - Thrivent
● ClosedJeremy Hotsenpiller - Thrivent is a finance institution located at 9250 East Costilla Avenue, Greenwood Village, Colorado, United States. With over 25 years of experience in leading Financial Services teams in the Denver Metro area, Jeremy is dedicated to serving communities, advisors, and clients with purpose and passion. The institution is licensed in multiple states including AZ, CA, CO, FL, IA, MO, NE, NM, TX, and WY. Thrivent offers financial planning services and investment advisory services through Thrivent Investment Management Inc. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services for a fee. Insurance products issued by Thrivent are not available in all states. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Visit Thrivent.com for more information on professional designations and the services offered.
9250 E Costilla Ave Suite 450, Greenwood Village, CO 80112, United States -
Bridget Summers - Thrivent
● ClosedBridget Summers - Thrivent is a finance institution located at 9250 East Costilla Avenue in Greenwood Village, Colorado, United States. As a Financial Advisor, Bridget Summers is dedicated to helping individuals and families achieve their financial goals and attain freedom in their lives. With a holistic approach to financial planning, Bridget aims to bring clarity and peace of mind to every financial situation. Licensing information can be found through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, with the option to engage in Dedicated Planning Services for a fee. Thrivent Financial for Lutherans provides insurance products, while securities and investment advisory services are offered through Thrivent Investment Management Inc. Visit Thrivent.com for more information on their services and financial advisors.
9250 E Costilla Ave, Greenwood Village, CO 80112, United States -
Brian Janes - Thrivent
● ClosedBrian Janes - Thrivent is a finance institution located at 9250 East Costilla Avenue in Greenwood Village, Colorado. Specializing in financial services, Thrivent offers a wide range of products and solutions to help individuals and families plan for their financial future. With a team of experienced professionals, Brian Janes - Thrivent is dedicated to providing personalized advice and guidance to help clients achieve their financial goals. Whether you are looking to invest for retirement, save for college, or protect your assets, Brian Janes - Thrivent can help you navigate the complexities of the financial world. Visit their office in Greenwood Village today to learn more about how they can assist you in securing your financial future.
9250 E Costilla Ave Ste 450, Greenwood Village, CO 80112, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 9555 East Arapahoe Road in Greenwood Village, Colorado, United States. With a strong reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted resource for individuals and businesses seeking professional assistance with their financial needs. Whether you are looking to file your taxes, manage your investments, or plan for the future, H&R Block's team of experienced professionals are dedicated to helping you achieve your financial goals.
9555 E Arapahoe Rd, Greenwood Village, CO 80112, United States -
Triad Financial Group
● ClosedTriad Financial Group is a leading institution located at 5670 Greenwood Plaza Boulevard in Greenwood Village, Colorado, United States. Specializing in accounting, finance, health, and insurance services, Triad Financial Group offers expert guidance and support to individuals and businesses alike. With a team of experienced professionals, they provide comprehensive financial solutions tailored to meet the unique needs of each client. Whether you are looking for assistance with tax preparation, investment planning, health insurance options, or risk management, Triad Financial Group is dedicated to helping you achieve your financial goals. Visit their office today to learn more about how they can help you secure a stable financial future.
5670 Greenwood Plaza Blvd, Penthouse Suite, 5670 Greenwood Plaza Blvd, Greenwood Village, CO 80111, United States -
Bernie Taillon
● ClosedBernie Taillon is an accounting and finance institution located at 5670 Greenwood Plaza Boulevard in Greenwood Village, Colorado, United States. Specializing in the brewing and cannabis industries since 2009, Bernie Taillon CPA and his team of accountants have extensive experience helping business owners navigate the complex tax and accounting requirements specific to these industries. With their expertise in the capital-intensive nature and unique tax laws of brewing and cannabis, they have assisted countless clients in managing their financial needs. If you are a business owner in these industries seeking professional assistance with taxes and accounting, Bernie Taillon is the ideal choice. Contact them today to schedule a consultation and learn how they can support your business.
5670 Greenwood Plaza Blvd, Greenwood Village, CO 80111, United States -
Aldrich CPAs + Advisors
● ClosedAldrich CPAs Advisors is a leading institution in accounting, consulting, and wealth management, located at 6312 South Fiddlers Green Circle in Greenwood Village, Colorado. Founded in 1973, Aldrich has a wealth of experience in providing top-notch financial services. In November 2022, Aldrich expanded its reach with the opening of its Denver location. Senior Manager Brendan Hollis leads the team at this location, specializing in tax and financial planning services for construction contractors, manufacturers, and distributors. Whether you're looking for assistance with financial planning, acquisitions, or mergers, Brendan and his team are here to help. Contact us today to see how we can support your financial goals and needs.
6312 S Fiddlers Green Cir Suite 300 E, Greenwood Village, CO 80111, United States -
Michael J Hood - Morgan Stanley
● OpenMichael J Hood - Morgan Stanley is a finance institution located at 5251 DTC Parkway in Greenwood Village, Colorado, United States. As a branch of Morgan Stanley, one of the leading financial services firms in the world, Michael J Hood offers a wide range of financial services including wealth and investment management, financial planning, retirement planning, and more. With a team of experienced professionals and a commitment to providing personalized solutions for their clients, Michael J Hood - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals.
5251 DTC Pkwy Suite 1500, Greenwood Village, CO 80111, United States -
Jeanette Cox - Morgan Stanley
● OpenJeanette Cox - Morgan Stanley is a leading financial institution located at 5251 DTC Parkway in Greenwood Village, Colorado, United States. With a focus on providing comprehensive financial services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Jeanette Cox - Morgan Stanley offers personalized solutions to meet your individual needs. Trust in our expertise and commitment to delivering exceptional service in the world of finance.
5251 DTC Pkwy Suite 1500, Greenwood Village, CO 80111, United States
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