We had a great time at our Annual Platinum Client Appreciation dinner at the Adams Mystery Playhouse. We thank everyone in attendance, and look forward to next year's events.
We will be out of the office on the 20-21 for our annual retreat in Silverthorne, CO. The goal of our retreat is to have conversations regarding the products and services we offer with the goal of improving what we do and how we do it, to better serve you. We look forward to bringing our new and improved ideas back to the office for the upcoming year.
We are pleased to announce the newest addition to our Firm. Christopher Milinazzo joined the team on June 1. He will be assisting in many areas including investment research and portfolio analysis. Our goal is for Christopher to become familiar with your financial situation so he will have a better understanding of how to assist you along the way.
Saturday, April 25, 2015
We are having a shredding event for our clients to help you do some spring cleaning! Bring your boxes of confidential documents such as credit card offers and statements, old taxes, utility bills and anything else you would like shredded to our office at 469 S. Cherry Street, Denver, Colorado 80246.
Watch as your documents are shredded in an effort to prevent identity theft. Contact our office for a listing on how long to keep your financial documents.
Thursday, August 14, 2014
Pizza & Finances is for high school juniors and seniors and college students. This a great way to introduce our future investors to the financial world. Ann Marie explains:
This promises to be a fun, informal evening that will get your young adult started on the right foot when it comes to managing his/her finances.