Investment Services Lafayette CO

Congratulations! You are joining the ranks of the individual investor. Before you being investing in the stock market, there are a few places you should put your money. First, make sure you have at least 3 months of expenses saved in savings account or money market fund in Lafayette. At the same time, you also want to make sure you are contributing to a retirement account; either through a 401(k) at your work or a ROTH IRA.

Morgan Stanley
(800) 787-5218
1800 Broadway, Suite 120 One Boulder Plaza
Boulder, CO
 
Edward Jones
(888) 891-1467
1640 Pace St # 200
Longmont, CO

Data Provided by:
Mr. Jeffery J. OConnell (RFC®), LUTCF
(970) 534-3053
6801 W 20th St, Ste 212
Greeley, CO
Company
Capital Financial Strategies Group
Qualifications
Education: B.S. Degree Univ. of Nebr.LUTCFSeries 7,66,26,24,63
Years of Experience: 32
Membership
IARFC, NAIFA, GAMA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Education Plan, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Dale E. Payne (RFC®), CHFC, CLU
(719) 633-0747
619 North Nevada Avenue
Colorado Springs, CO
Company
Payne Financial Advisors, Inc.
Qualifications
Years of Experience: 26
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Retirement Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Mortgage Loans, Collectable Coins , Precious Metals, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Charitable Planning, Education Plan, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Mrs. Deborah A. Gamber (RFC®)
(303) 228-7230
4950 S. Yosemite St, F2, #327
Greenwood Village, CO
Company
Sequoia Financial Corp
Qualifications
Education: University of Colorado: BA degree in Theoretical MathematicsFinancial Planning Courses through American College
Years of Experience: 17
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, personal Coach, Retirement Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Precious Metals, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Education Plan, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Morgan Stanley
(800) 767-9983
370 17Th Street, Suite 5100
Denver, CO
 
Mr. Robert C. Bergstedt (RFC®), CSA
(303) 278-2700
1746 Cole Blvd., Ste 225
Golden, CO
Company
Private Wealth Advisors, Inc.
Qualifications
Education: BA
Years of Experience: 14
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Retirement Planning, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Medical Insurance, Healthcare Accounts, Compensation Plans

Data Provided by:
Mr. Bert Hermelink (RFC®), CHFC, CLU, CSA
(303) 696-6700
23493 E. Phillips Place
Aurora, CO
Company
Strategic Advantage Financial
Qualifications
Education: BA, Valparaiso UniversityCLU, ChFC, The American College
Years of Experience: 40
Membership
IARFC, SCSA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Precious Metals, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Healthcare Accounts, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Michael L. Schwartz (RFC®), CFP, RFP
(303) 290-8600
6635 S. Dayton, #300
Greenwood Village, CO
Company
Wealth Masters, Inc.
Qualifications
Education: S
Years of Experience: 33
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, Mortgage Loans, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Charitable Planning, Compensation Plans

Data Provided by:
Mr. David Robert Cichon (RFC®), CEP, CSA
(720) 482-1917
7700 E Arapahoe Rd Ste 110
Centennial, CO
Company
Evergreen & Company
Qualifications
Years of Experience: 37
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Pl

Data Provided by:
Data Provided by:

Stock Market Basics

Q: I have never invested in the stock market and was wondering what is typically recommended for a single income salary?

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Congratulations! You are joining the ranks of the individual investor. Before you being investing in the stock market, there are a few places you should put your money. First, make sure you have at least 3 months of expenses saved in savings account or money market fund. At the same time, you also want to make sure you are contributing to a retirement account; either through a 401(k) at your work or a ROTH IRA. Try and take advantage of the maximum amount these retirement plans allow you to save ($15,500 to a 401(k) and $5,000 to a ROTH IRA). Once you have checked these two items off your financial checklist, and you would like to begin investing in the stock market, a mutual fund is the best place to start. Ideally, contribute as much as your salary lets you! Make sure you are diversified; a Moderate Allocation mutual fund can help serve that need.


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