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Investment Services


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Securing your financial future requires more than just savings and hard work.  Proper investment planning to help define your goals, minimize your tax burden and ensure proper diversification according to your risk tolerance is critical.  The LPL Financial Advisors of the Investment Center located at Credit Union of Colorado can help you plan for retirement, college, or any other major financial goal.  Contact the advisor in your area to schedule your no-cost, no-obligation consultation.


toddjeffcoat Arvada, Central Denver & Thornton

Todd A. Jeffcoat, CERTIFIED FINANCIAL PLANNER™ Professional
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jeffcoat.coloradofinancialpartners.com
303-812-1908 or 800-444-4816, ext. 71431
catheybrown Aurora, Parker & Southeast Denver

Cathey Brown, ChFC® Financial Consultant

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brown.coloradofinancialpartners.com
303-894-5245 or 1-800-444-4816, ext. 70531
meridethfuchs Bear Valley, Golden & Lakewood

Merideth J. Fuchs, LPL Financial Advisor
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303-894-6743 or 1-800-444-4816, ext. 72331
calachey Greeley & Fort Collins

Cal Achey, Financial Consultant
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achey.coloradofinancialpartners.com
970-304-4909 or 800-444-4816, ext. 70435
philbrown Pueblo

Phil Brown, LPL Financial Advisor
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phil.coloradofinancialpartners.com
719-585-4733 or 800-444-4816, ext 70235
dallasgrabow Grand Junction

Dallas Grabow, MBA, CERTIFIED FINANCIAL PLANNER™ Professional Financial Consultant
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grabow.coloradofinancialpartners.com
970-257-3525 or 800-444-4816, ext.70331
kenypayne Colorado Springs & Cañon City

Ken Payne, LPL Financial Advisor
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payne.coloradofinancialpartners.com
719-585-4738 or 800-444-4816, ext.72231

 




Securities offered through LPL Financial, member FINRA /SIPC.

Insurance products offered through LPL Financial or its licensed affiliates.
Credit Union of Colorado and the Investment Center Located at Credit Union of Colorado
are not registered broker/dealers and are not affiliated with LPL Financial.

 

Not NCUA Insured  Not Credit Union Guaranteed
May Lose Value
 

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