13801 East Yale Avenue, Suite 117, Aurora, CO 80014 Directions
EDWARD JONES - Social Security, Retirees, Financial, 401K and College Savings Planning, Investors Saving for Retirement, Individuals with Insurance and Estate Needs, Probate, Traditional & Roth IRA
Ev Sequeira has been a highly successful Edward Jones financial advisor in the Aurora. They focus on pre-retirees planning. The firm offers charitable giving and works with business owners and entrepreneurs. Edward Jones helps you figure out how much you should have in your emergency fund, think about your family's ongoing needs and expenses. They have developed and refined a process to put all the pieces of the puzzle together by understanding what's important to you, developing strategies tailored to help you reach your goals.
TBR® Inspection Report
BERNARD FINANCIAL SERVICES
2677 South Troy Court, Aurora, CO 80014 Directions
Investments, Mutual Funds, Money and Risk Management, Retirement Plan Distribution Planning, Education 529 Plans, Retirement and Business Continuation Planning, Life, Health and Disability Insurance, Long Term Care, Annuities, Estate Planning, Wills, Trusts & Saving Income Taxes
Bernard Financial Services gives wealth management expertise to associations, businesses, families, and individuals. David L. Bernard has been in the financial services business since 1974. The company offers decades of knowledge to assist customers in achieving their financial goals. Their independence enables them to establish working relationships with many industry-leading product and service providers, which they leverage to create customized client-specific portfolios. They help you implement and monitor your plan over their long term working relationship.
TBR® Inspection Report
NEXUS FINANCIAL SERVICES, INC.
1010 South Joliet Street, #109, Aurora, CO 80012 Directions
Financial, Education and Legacy Planning, Mutual Funds, College Savings Plans, Annuities, Stocks, Bonds, Social Security, Life & Long-Term Care Insurance
Nexus Financial Services, Inc. is an independent financial firm in Aurora. The firm is placed on South Joliet Street. They can help you implement a qualified retirement plan, employer-sponsored college savings plans, review your investment policy, and manage your long-term investments. Their site is filled with articles, presentations, and calculators designed to help you learn more about the world of personal finance.