Management Services locations near Kersey, CO

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Eves&haines Wealth Management

Investment Services

📍 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.