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Fort Collins Area Financial Planning Services

Fort Collins Area Financial Planning Services

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Elevations Credit Union
Elevations Credit Union
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1526 E Harmony Rd #130
Fort Collins, CO 80525
Dennis PaulDennis Paul
Work Phone: (970) 667-8585(970) 667-8585
Member Since: 2014
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Wells Fargo Bank
Wells Fargo Bank
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401 S. College Ave.
Fort Collins, CO 80524
Garrett GreeneGarrett Greene
Work Phone: (970) 482-1100(970) 482-1100
Member Since: 1904
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Wells Fargo Bank- Horsetooth Branch
Wells Fargo Bank- Horsetooth Branch
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3600 S. College Ave.
Fort Collins, CO 80525
Jesse PattonJesse Patton
Work Phone: (970) 266-7709(970) 266-7709
Member Since: 2004
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Elevations Credit Union - Midtown Branch
Elevations Credit Union - Midtown Branch
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2025 S. College Ave.
Fort Collins, CO 80525
Bryan WatkinsBryan Watkins
Work Phone: (970) 667-8585(970) 667-8585
Member Since: 2018
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Guided Wealth Strategies, LLC
Guided Wealth Strategies, LLC
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1501 S. Lemay Ave., Ste. 100
Fort Collins, CO 80524
Work Phone: (970) 223-2507(970) 223-2507
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Merrill Lynch Pierce, Fenner & Smith Inc.
Merrill Lynch Pierce, Fenner & Smith Inc.
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3555 Stanford Rd., Ste. 101
Fort Collins, CO 80525
Work Phone: (970) 266-4800(970) 266-4800
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Trinen Wealth Management of Raymond James
Trinen Wealth Management of Raymond James
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2950 E. Harmony Rd., Bldg. A, Ste. 255
Fort Collins, CO 80528
Work Phone: (970) 829-3300(970) 829-3300
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Paul A. Caylor, CFP®, CDFA®, CKA®, RICP®
Paul A. Caylor, CFP®, CDFA®, CKA®, RICP®
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215 W. Oak St., Ste. 2B
Fort Collins, CO 80521
Work Phone: (970) 225-6169(970) 225-6169
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Navigation Wealth Management
Navigation Wealth Management
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3500 JFK Pkwy., Ste. 300
Fort Collins, CO 80525
Work Phone: (970) 672-1236(970) 672-1236
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Williamson & Co., P.C.
Williamson & Co., P.C.
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125 S. Howes St., 7th Floor - Key Bank Bldg
Fort Collins, CO 80521
Work Phone: (970) 482-2272(970) 482-2272
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Raymond James Financial
Raymond James Financial
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1609 E. Harmony Rd.
Fort Collins, CO 80525
Work Phone: (970) 267-3647(970) 267-3647
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Shaw & Associates, CPAs & Financial Advisors
Shaw & Associates, CPAs & Financial Advisors
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1044 W. Drake Rd., Ste. 201
Fort Collins, CO 80526
Work Phone: (970) 223-0792(970) 223-0792
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World Financial Group
World Financial Group
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201 E. 4th St., Ste. 205
Loveland, CO 80537
Work Phone: (970) 690-2950(970) 690-2950
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Chapel & Collins LLC
Chapel & Collins LLC
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215 W. Oak St., Suite 901
Fort Collins, CO 80521
Work Phone: (970) 204-1376(970) 204-1376
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Retirement & Estate Advisors Inc.
Retirement & Estate Advisors Inc.
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4703 Boardwalk Dr., Bldg B Ste. 1
Fort Collins, CO 80525
Work Phone: (970) 223-0907(970) 223-0907
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Thrivent
Thrivent
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2809 E. Harmony Rd., Ste. 350
Fort Collins, CO 80528
Work Phone: (303) 968-4129(303) 968-4129
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Morgan Stanley
Morgan Stanley
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6125 Sky Pond Dr., Ste. 100
Loveland, CO 80538
Work Phone: (970) 776-5505(970) 776-5505
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IMA Select
IMA Select
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2721 Council Tree Ave., Ste. 218
Fort Collins, CO 80525
Work Phone: (970) 204-0044(970) 204-0044
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Mickey Speck - RTI Wealth Management
Mickey Speck - RTI Wealth Management
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400 E Horsetooth Rd #201
Fort Collins, CO 80525
Work Phone: (970) 294-7860(970) 294-7860
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New York Life - Ryan Behm
New York Life - Ryan Behm
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3003 E. Harmony Rd., Ste. 110
Fort Collins, CO 80528
Work Phone: (970) 266-1700(970) 266-1700
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Wells Fargo Business Banking
Wells Fargo Business Banking
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3600 S. College Ave.
Fort Collins, CO 80525
Work Phone: (970) 266-7741(970) 266-7741
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Tarantino Wealth Management
Tarantino Wealth Management
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419 Canyon Ave. Ste. 320
Fort Collins, CO 80521
Work Phone: 970-829-0900970-829-0900
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Legacy & Wealth Professionals
Legacy & Wealth Professionals
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3003 E. Harmony Rd., Ste. 120
Fort Collins, CO 80528
Work Phone: (970) 686-2524(970) 686-2524
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CORE Financial
CORE Financial
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2120 Milestone Dr. #101
Fort Collins, CO 80525
Work Phone: (970) 215-3731(970) 215-3731
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The Compass Wealth Group
The Compass Wealth Group
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4033 Boardwalk Dr., Ste. 201
Fort Collins, CO 80525
Work Phone: (970) 305-8570(970) 305-8570
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Impact Financial Strategies
Impact Financial Strategies
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3711 JFK Pkwy., Ste. 340
Fort Collins, CO 80525
Work Phone: (970) 829-1240(970) 829-1240
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Alan Romero Insurance Agency
Alan Romero Insurance Agency
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724 Whalers Way
Fort Collins, CO 80525
Work Phone: (970) 372-1177(970) 372-1177
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Wells Fargo Bank- Harmony Branch
Wells Fargo Bank- Harmony Branch
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2827 E. Harmony Road
Fort Collins, CO 80528
Work Phone: (970) 266-4420(970) 266-4420
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225 South Meldrum, Fort Collins, CO 80521 • (970) 482-3746 • email: [email protected]

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