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.

HoursOPEN NOW

Regular Hours:

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

Contact Info

Phone:

Main - 970-584-2905

Address:

1931 65th Avenue Suite B Greeley, CO 80634

Email:

Contact Us

Links:

http://www.sfmfinancialplanning.com

http://lpl.com/RANDEE.COOK

http://randeecookfinancial.com

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Categories

Financial Planning Consultants, Estate Planning Attorneys, Investments

Services / Products

Common Stock, Brokerage Accounts, Long Term Care Insurance, Disability Income Insurance, Life Insurance, Bonds, Roth IRA, Variable Annuity, Retirement Plans, College Plans, Alternate Investments, 401 (k) Planning, SEP IRA, 403 (b) Planning, Profit Sharing Plans, Education IRA, Simple IRA, Tax Plans, Estate Plans, Traditional IRA, Savings Plans, Investment Advisory, Government Securities, Home Phone, Cable TV, High Speed Internet

Payment Options

amex

Logo

Brands

Estate

Associations

LPL Financial