by Jon | Jul 26, 2025
303-974-6954 Russell Kyncl Strategic Exit, LLC “Wealthy people save first and spend what’s left over; Poor people spend first and save what’s left over.” Jim Rohn My clients are those successful individuals and couples who are following the conservative...
by Jon | Jul 26, 2025
970-242-3791 Roy Ness Cambridge Investment Research Roy Ness is a financial advisor in Grand Junction, CO, and has earned his CFP® designation. He has been in practice for 32 years, the last 14 years at Cambridge Investment Research, Inc. Roy fills any spare time...
by Jon | Jul 26, 2025
303-651-2600 Richard Turner Cambridge Investment Research Richard Turner is a financial advisor in Longmont, CO. He has been in practice for 34 years, the last 4 years at Cambridge Investment Research, Inc. His wife, Cheri, brings tremendous value to their...
by Jon | Jul 26, 2025
303-653-6630 Peter Coleman Coleman Capital and Risk Management, Inc. I graduated from Pepperdine University School of Law in 1991, but it turns out the primary purpose of attending was to meet my amazing wife. She was working for the FBI at the time, and we...
by Jon | Jul 26, 2025
303-996-6090 Paul Levett Legacy Benefit Services Legacy Benefit Services, LLC is an independent company that specializes in third-party administration (TPA) of Defined Contribution (401(k) 403(b)) plans and Defined Benefit Pension plans. With our many years of...
