Investment Management Firms Cheyenne WY

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income.

Mr. John M. Bailey, CFP®
(307) 638-0136
PO Box 2167
Cheyenne, WY
Firm
Ameriprise Financial Services,
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Kyle D. Geffre, CFP®
(307) 633-8404
401 West 19th
Cheyenne, WY
Firm
First Interstate Bank Wealth Management
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. Rocky C. Case, CFP®
(307) 514-2961
1201 W. 8th Ave.
Cheyenne, WY
Firm
Case Financial Services

Data Provided by:
Mr. Randell L. Ford, CFP®
(307) 632-9281
1923 Central Av.
Cheyenne, WY
Firm
Brewster Miller Financial Grou

Data Provided by:
US Bank - Carey Office
(307) 778-1650
2020 Carey Ave
Cheyenne, WY
Drive Up Hours
Mon 08:00 am to 05:30 pm
Tue 08:00 am to 05:30 pm
Wed 08:00 am to 05:30 pm
Thur 08:00 am to 05:30 pm
Fri 08:00 am to 05:30 pm

Ms. Sandra S. Patrick, CFP®
(307) 638-7526
PO Box 2330
Cheyenne, WY
Firm
First Allied Securities, Inc.

Data Provided by:
Ms. Dixie M. Roberts, CFP®
(307) 778-8321
3000 Central Ave
Cheyenne, WY
Firm
Ameriprise Financial
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement Income Management, Tax Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. Brian D. Eilers, CFP®
(719) 632-4188
6232 Yellowstone Rd
Cheyenne, WY
Firm
Raymond James Financial Services, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Insurance Planning, Investment Planning, Tax Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000



Data Provided by:
Mrs. Valerie E. Cirbo, CFP®
(307) 632-1148
3610 Dell Range Blvd., Suite A1
Cheyenne, WY
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Long-Term Care
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: $100,001 - $250,000

Profession: Government Employees

Data Provided by:
Wells Fargo - Cheyenne East
(307) 433-1267
3600 E Pershing Blvd
Cheyenne, WY
Type
Branch
Office Hours
Mon-Fri 07:30 AM-05:30 PM
Sat 09:00 AM-01:00 PM
Sun Closed

Data Provided by:

Financial Contingency Plan

Q: I was recently laid off from my job and am trying to prepare a smart financial contingency plan until I secure another position. My savings can float me comfortably for 3 months but what you do I suggest after that point? I am not sure if it is better (or worse) to tap into my retirement funds or survive on credit cards. Please let me know if you have any tips that apply.


I would start with focusing on making your expenses last more than 3 months. You can do this by reducing some of your fixed expenses such as late fees, bank charges, newspaper delivery and cable tv. Then give yourself a weekly amount to live on so you are clear about how long your savings will last.

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income. You can also look for a part-time job in a place you like to spend time in; such as a yoga studio, knitting store or sporting goods store.


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