Keep your income & wealth working!

General Info

We work diligently to assist you in your lifetime financial position, family goals and time horizons. By using an in depth assessment of your present financial position, we'll provide a step by step process towards achieving those goals. Taking into consideration the ever changing economic conditions and various trends, we will assist you optimizing your investment portfolio. We strive to be long term partners with you for continual success with your dreams, goals and financial objectives.

Business History

With over 30 years plus experience in the investment and financial industry, our mission is to build solid, reliable relationships with our clients by providing the highest degree of honesty, integrity, loyalty and quality service.

Extra Phones

Phone: 970-353-0182

Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 am
Sat - Sun	Closed

Social Links

Categories

Retirement Planning Services, Estate Planning, Probate, & Living Trusts, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Securities, Investments

Services/Products

SEP IRARetirement PlansInvestment AdvisorySavings PlansDisability Income InsuranceBondsLong Term Care Insurance401 (k) PlanningCommon StockTraditional IRAAlternate InvestmentsGovernment SecuritiesRoth IRA

Brokerage AccountsProfit Sharing PlansCollege Plans403 (b) PlanningEducation IRAVariable AnnuityTax PlansSimple IRALife InsuranceEstate PlansHigh Speed InternetHome PhoneCable TV

Payment Options

Logo

Brands

Estate

Associations

LPL Financial

Other Links

http://www.sfmfinancialplanning.com

http://lpl.com/RANDEE.COOK

http://randeecookfinancial.com