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Dority and Associates, LLC

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-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)

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Narrow Path Financial Inc.

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 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)

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Thrivent Financial – Jeff Solomonson

ThriventJeff Solomonson MBA, CLF, ChFC
Financial Associate

Membership Level: Basic Business

Categories: Financial Services, Insurance, Investment Annuities, Investments, Mutal Funds, S-Z

Thrivent Financial

3001 Henderson Drive, Suite A
Cheyenne, WY 82001 US

(307) 778-3076 (Main)
(307) 778-8164 (Fax)

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Julie K. Palmer, LLC

Julie PalmerJULIEPALMER

Membership Level: Basic Business

Categories: Attorneys, Financial Services, G-L, Legal

Julie K. Palmer, LLC

8017 South First Street, Unit D
Wellington, Colorado 80549 US

(970) 484-1756 (Main)

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Edward Jones

Bill ThomasEdwardjones

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)

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John Fernandez – New York Life Insurance Company

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 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

Website

(917) 603-4328 (Main)

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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.

Website

1 (800) 726-5644 (Main)

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Darin Luze – Financial Services | JBA Wealth Management Group

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

3777 Mt. Spalding Street
Wellington, Colorado 80549 US

Website

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

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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.

Website

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

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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

(970) 484-3600

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