About Us
Last modified: May 6, 2010The Partners
Colorado Financial Partners, LLC, is a unique group comprised of over 60 independent Financial Advisors located throughout Colorado and Southern Wyoming. The Partners are affiliated with LPL Financial, the largest independent broker/dealer in the nation (As reported by Financial Planning magazine, June 1996 – 2009, based on total revenues). As LPL’s largest Branch office in Colorado, The Partners provide intelligent, caring Wealth Management Strategies to over 10,000 clients. These strategies are part of a holistic financial plan that draws together:
Investment Portfolio Design & Maintenance
Tax Efficiency Planning
Risk Assessment (Including Life, Medical, Longevity, Professional Liabilities & Property)
Document Organization
Written Goals & Execution Plans
With over 35 professional designations and an average of 15 years of experience, The Partners provide customized programs that are designed to help grow and conserve your wealth by delivering an unprecedented level of personalized service to our clients.
The business alliance formed between The Partners benefit clients by assuring the continuation of services regardless of unforeseen events. Enhanced tools and services are also available to The Partners as a result of their collective resources and experience.