Financial Services – Wellington Area Chamber of Commerce

A-F, Accountants, Bookkeeping, Business Services, Business Support, Consulting, Estate Assistance, Financial Services Basic Business Current

Dority and Associates, LLC

Donald 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-F, Accountants, Bookkeeping, Business Services, Business Support, Consulting, Estate Assistance, Financial Services

5313 North County Road 11
Fort Collins, CO 80524 US

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

don@dorityandassociates.com

February 11, 2019/by Kacy Lobato

Business Services, Consulting, Estate Assistance, Financial Services, Investments, M-R, Mutal Funds Basic Business Current

Narrow Path Financial Inc.

Donald 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 Services, Consulting, Estate Assistance, Financial Services, Investments, M-R, Mutal Funds

5313 North County Road 11
Fort Collins, CO 80524 US

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

don@narrowpathfinancial.net

February 11, 2019/by Kacy Lobato

A-F, Financial Services, Insurance, Investment Annuities, Investments Basic Business

Edward Jones

Bill Thomas

Basic Business Investor Since 4/13/18

Membership Level: Basic Business

Categories: A-F, Financial Services, Insurance, Investment Annuities, Investments

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

(970) 226-0988
(866) 462-7279 (Fax)

bill.l.thomas@edwardjones.com

April 16, 2018/by tdevlin

Business Insurance, Financial Services, G-L, Insurance, Investment Annuities, Investments, Life Insurance, M-R Business Plus Current

John Fernandez – New York Life Insurance Company

John Fernandez
Financial Services Professional
CA Ins. Lic. # 0K98795

Business Plus Member Since 4/1/17

Membership Level: Business Plus

Categories: Business Insurance, Financial Services, G-L, Insurance, Investment Annuities, Investments, Life Insurance, M-R

222 Boxer Ranch Road
Livermore, Colorado 80536 US

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

(917) 603-4328 (Main)

jffernandez01@ft.newyorklife.com (Main)

March 30, 2018/by tdevlin

Banking and Lending, Commercial Loans, Financial Services, M-R, Mortgages, Personal Loans, Residential Mortgage Lending Business Plus Current

Meridian Trust Federal Credit Union

Ed Beckmann

Business Plus Member Since 11/6/17

Membership Level: Business Plus

Categories: Banking and Lending, Commercial Loans, Financial Services, M-R, Mortgages, Personal Loans, Residential 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.

1 (800) 726-5644 (Main)

ebeckmann@mymeridiantrust.com (Main)

March 30, 2018/by tdevlin

A-F, Estate Assistance, Financial Services, G-L, Insurance, Investment Annuities, Investments, Life Insurance, Mutal Funds Business Plus Current

Darin Luze – Financial Services | JBA Wealth Management Group

JBA Wealth Management Group Darin 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-F, Estate Assistance, Financial Services, G-L, Insurance, Investment Annuities, Investments, Life Insurance, Mutal Funds

3777 Mt. Spalding Street
Wellington, Colorado 80549 US

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

dluze@JBAWealth.com (Main)

March 30, 2018/by tdevlin

A-F, Financial Services, Insurance, Investment Annuities, Life Insurance, Mutal Funds Basic Business Current

BSH Insurance Agency, Inc.

Beth Hixson
Agent
beth@bshins.com

Sarah Hixson
sarah@bshins.com

Business Plus Investment Since February 3rd, 2014

Membership Level: Basic Business

Categories: A-F, Financial Services, Insurance, Investment Annuities, Life Insurance, Mutal 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.

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

beth@bshins.com

March 4, 2018/by tdevlin

A-F, Financial Services, Insurance, Investments Basic Business Current

Ben Parsons State Farm Insurance

Ben Parsons
Agent

Membership Level: Basic Business

Categories: A-F, Financial Services, Insurance, Investments

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

ben@bensinsurance.com

March 4, 2018/by tdevlin

Accountants, Financial Services, M-R Business Plus Current

March, Olive & Pharris, LLC

Brad March

Business Plus Investor Since April 22nd, 2013

Membership Level: Business Plus

Categories: Accountants, Financial Services, M-R

1312 South College Avenue
Fort Collins, Colorado 80524 USA

bmarch@bmarchlaw.com

March 4, 2018/by tdevlin

A-F, Financial Services, Insurance Basic Business Current

Frontier Insurance, LLC

Travis Stevens
Managing Partner

Membership Level: Basic Business

Categories: A-F, Financial Services, Insurance

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

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

tstevens@frontiersaves.com

March 4, 2018/by tdevlin

Events

RIBBON CUTTING CEREMONY: SPARGE BREWING

June 22, 2019 10:30 am - 11:30 am

Ribbon Cutting Ceremony at 10:30 am | Refreshments will be served.
As one of the fastest growing towns in the state, Wellington was the perfect location for Sparge Brewing. Sparge Brewing was established in 2018.
NO NETWORKING & EDUCATIONAL BREAKFAST MEETING IN JULY

July 2, 2019 7:30 am - 9:00 am

Due to the 4th of July Holiday, there WILL NOT be a monthly meeting held on July 2nd.
Regularly scheduled meetings will resume Tuesday, August 6th.
4th of July Celebrations in Wellington

July 4, 2019 7:00 am - 10:00 am

The theme, “Celebrating Local & Future Farmers of America.” 7 am – 10 am Pancake Breakfast @ Filling Station, 3906 Cleveland Ave. 10 am Parade on Cleveland Ave. 10 am: Vendors & Food @ Centennial Park 11 am-Noon: Wellington Community Band @ Centennial Park 11 am – 5 pm: Bounce House/ Inflatables 11 am – […]