Investment Services locations near Gilcrest, CO

Showing 1–10 of 10 results

Edward Jones - Financial Advisor: Mike Boyles

📍 6560 29th St Unit 106 Ste 106, Greeley, CO, 80634

📞 970-330-6771

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.

Edward Jones - Financial Advisor: Joe Kelly

📍 2450 35th Avenue Ct Suite A Ste A, Greeley, CO, 80634

📞 970-330-1900

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.

Eves&haines Wealth Management

📍 4627 W 20th St Rd Suite B Ste B, Greeley, CO, 80634

📞 970-616-0727

MISSION STATEMENT Our mission is to know and understand your dreams and goals and then actively help you create the ideal financial and investment plan to achieve your objectives. OUR OBJECTIVE Our objective is to exceed your expectations as an investment advisor and create a relationship that lasts a lifetime, because you trust us and are receiving the best possible Advice, Strategy, Growth and Results. OUR FIRM Eves&Haines Wealth Management, Inc. is a Registered Investment Advisor (RIA) firm in the State of Colorado. Being a Registered Investment Advisor allows us to work directly for you, rather than through a large Broker/Dealer or Insurance Company. This allows us to keep your priorities in the forefront, rather than the priorities of another company's bottom line. We are a fee-only advisor for investment management. This gives you complete transparency in knowing what you are paying for your financial advice and investment management. Glenda and Jesse both came from the other side of the industry where they worked for a Broker/Dealer. It was clear to them that there was a better way to serve clients. Quite frankly, different companies are good at different things and they wanted to provide the best financial tools and strategies for your custom solution.

Edward Jones - Financial Advisor: Mike Wiggin

📍 1990 59th Ave Ste C, Greeley, CO, 80634

📞 970-330-6786

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.

Edward Jones - Financial Advisor: Dawn M Strohecker

📍 2450 35th Avenue Ct Ste A, Greeley, CO, 80634

📞 970-330-1900

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.

Edward Jones - Financial Advisor: Debbie Cook

📍 7251 W 20th St Ste G2 Ste G2, Greeley, CO, 80634

📞 970-330-8397

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.

Wedbush Morgan Securities, Inc

📍 3400 W 16th St Ste N, Greeley, CO, 80634

📞 970-395-0073

Clients Come First. Founded in 1955, with financial roots dating back to 1925, Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Private Client Services, Capital Markets, and Clearing & Execution divisions. Headquartered in Los Angeles, California with over 90 offices and more than 125 correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth. We deliver superior investment ideas and products through exceptional customer care, financial security, continuity and advanced technology. The colleagues of Wedbush are the resources through whom we provide the finest services available in the industry. Our formula for success continues to be our commitment to an entrepreneurial culture, core values, strong operational controls, disciplined financial management and consistent profitability to protect your long-term interests. Call Michael L. Morgan, your local Greeley Wedbush Financial Consultant for a confidential consultation.

Edward Jones - Financial Advisor: Thomas Hodges

📍 3820 W 10th St Ste B12, Greeley, CO, 80634

📞 970-356-5441

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.

Edward Jones - Financial Advisor: Loren M Wright

📍 2407 17th St, Greeley, CO, 80634

📞 970-330-6154

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.

Waite Investments LLC

📍 305 Main St, Gilcrest, CO, 80623

📞 970-737-9016