DorityandassociatesDonald Dority

We offer individual and business tax planning and preparation, new business start-up services and consultation, payroll/bookkeeping, IRS representation, and specializing in tax issues affecting firefighters and other public safety workers.

 

Basic Business Investor Since February 6th, 2019

Membership Level: Basic Business

Categories: A-FAccountantsBookkeepingBusiness ServicesBusiness SupportConsultingEstate AssistanceFinancial Services

5313 North County Road 11
Fort Collins, CO 80524 US

(970) 829-1309 (Main)
(720) 230-4877 (Fax)

NarrowpathfinancialDonald Dority

We offer investment management, comprehensive financial planning, and consulting on small business 401(k), Defined Benefit Pension or Cash Balance Plans and investment management for these plans.  Located just a few miles from downtown Wellington!

 

Basic Business Investor Since February 6th, 2019

Membership Level: Basic Business

Categories: Business ServicesConsultingEstate AssistanceFinancial ServicesInvestmentsM-RMutal Funds

5313 North County Road 11
Fort Collins, CO 80524 US

(970) 219-0936 (Main)
(720) 230-4877 (Fax)

Bill ThomasEdwardjones

Basic Business Investor Since 4/13/18

Membership Level: Basic Business

Categories: A-FFinancial ServicesInsuranceInvestment AnnuitiesInvestments

3665 John F. Kennedy Pkwy, Bldg 1, Suite 205
Fort Collins, CO 80525 US

(970) 226-0988
(866) 462-7279 (Fax)

New York Life InsuranceJohn Fernandez
Financial Services Professional
CA Ins. Lic. # 0K98795

Business Plus Member Since 4/1/17

Membership Level: Business Plus

Categories: Business InsuranceFinancial ServicesG-LInsuranceInvestment AnnuitiesInvestmentsLife InsuranceM-R

222 Boxer Ranch Road
Livermore, Colorado 80536 US

9:00 am. – 7:00 pm EST Monday – Friday

Website

(917) 603-4328 (Main)

Ed Beckmann

Business Plus Member Since 11/6/17

Membership Level: Business Plus

Categories: Banking and LendingCommercial LoansFinancial ServicesM-RMortgagesPersonal LoansResidential Mortgage Lending

4349 East Lincolnway
Cheyenne, Wyoming 82001 US

LOBBY HOURS: Monday, Tuesday, Thursday & Friday 8:30 a.m. to 5:00 p.m. - Wednesday 9:00 a.m. to 5:00 p.m.

Website

1 (800) 726-5644 (Main)

JBA Wealth Management GroupDarin G. Luze, LUTCF – Financial Advisor

JBA Wealth Management Group
1136 E. Stuart Street – Fort Collins, CO 80525
Phone: (970) 223-1922 ext. 217
Fax: (970) 223-2875

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

Business Plus Member Since 5/02/16

Membership Level: Business Plus

Categories: A-FEstate AssistanceFinancial ServicesG-LInsuranceInvestment AnnuitiesInvestmentsLife InsuranceMutal Funds

3777 Mt. Spalding Street
Wellington, Colorado 80549 US

Website

(970) 223-1922 ext. 217 (Main)
(970) 223-2875 (Fax)

Beth Hixson
Agent
beth@bshins.com

Sarah Hixson
sarah@bshins.com

 

Business Plus Investment Since February 3rd, 2014

Membership Level: Basic Business

Categories: A-FFinancial ServicesInsuranceInvestment AnnuitiesLife InsuranceMutal Funds

PO Box 456, 8017 1st Street Unit #B
Wellington, Colorado 80549 USA

Monday - Thursday 9:00 a.m. to 5:00 p.m. and Fridays 9:00 am.m to 12:00 p.m.

Website

(970) 568-9475 (Office)
(970) 488-2445 (Fax)

Ben Parsons
Agent

 

Membership Level: Basic Business

Categories: A-FFinancial ServicesInsuranceInvestments

2121 Midpoint Drive, Unit 301 A
Fort Collins, Colorado 80525 USA

(970) 484-3600

March, Olive & Pharris, LLCBrad March

Business Plus Investor Since April 22nd, 2013

 

Membership Level: Business Plus

Categories: AccountantsFinancial ServicesM-R

1312 South College Avenue
Fort Collins, Colorado 80524 USA

Website

(970) 482-4322

Frontier Insurance, LLCTravis Stevens
Managing Partner

 

Membership Level: Basic Business

Categories: A-FFinancial ServicesInsurance

4012 Cleveland, Suite 4, PO Box 27
Wellington, Colorado 80549 USA

970-372-6882 (Office)
970-658-2270 (Fax)