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Our Philosophy

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Our Philosophy

The core of who we are is rooted in loyalty and trust - it is the foundation from which we grow a relationship with our customers. This is what makes us different. From first time investors to those securing stability for their twilight years, we are here to support, educate, and offer insight to every individual that we encounter.

In the dizzying world of stock markets and financial lingo, we often become too fixated on the immediate numbers and lose sight of the bigger picture. We want to understand what matters to you and tailor a holistic financial plan that gives you confidence today and tomorrow. We care as much about why you are investing as what you are investing in.

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  • 211 Tabor Street
    Buena Vista, CO 81211
    Phone: 719-486-3917
  • 115 W 6th St, Ste 205
    PO Box 979
    Leadville, CO 80461
    Phone: 719-486-3917
  • 609 Main Street, Suite 102
    Alamosa, CO 81101
    Phone: 719-587-5102

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:  AK, AR, AZ, CA, CO, DE, FL, HI, IA, ID, IL, KS, MI, MN, MO, MT, NM, NC, NJ, NV, OH, OR, PA, TX, UT, VA, VT, WA, WY.

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