We strive to help you pursue your vision of financial freedom

General Info

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.

Extra Phones

Fax: 720-881-8746

TollFree: 855-275-0771

Hours

Regular Hours

Mon - Fri:	9:00 am - 6:00 pm

Categories

Financial Planning Consultants, Annuities & Retirement Insurance Plans, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers, Taxes-Consultants & Representatives

Services/Products

We offer a myriad of financial services starting with fee based financial planning which leads into fee-based asset management, mutual funds, exchange traded funds, separate account management, brokerage accounts, annuities, life insurance, disability insurance, long-term care insurance, stocks, bonds, executive benefits, business continuation, 401(k) rollovers, other qualified plan rollovers, employee benefits, tax qualified plan set-up, and group health insurance on an as-needed basis.

Payment Options

Location

We have 25 locations around the Denver metro area where you can meet with us for a free sounding-board/2nd opinion consultation

Neighborhoods

Highland, Northwest Denver, Northeast Denver, Stapleton

Associations

Certified Financial Planner (CFP), Masters in Business Administration (MBA), Certified Fund Specialist (CFS)

Other Links

http://www.latitudefinancialgroup.com

Twitter Page

Brandi Garner Professional Biography

Daniel Grote Professional Biography

Scott Cody Professional Biography

Facebook Page