Blue Federal Credit Union
phone: 719-482-7600 x7722
toll free: 800-555-6665
email: kchavez@aventa.com
website: www.aventa.com
Financial Planning & Services
Fund Investor’s Schoolhouse
phone: 719-207-4324
email: Richard@Fundschoolhouse.org
website: www.FundSchoolhouse.org
More people invest in mutual funds than any other investment product. As practiced by the vast majority of non-professional individual investors, investing, for them, means investing in mutual funds.
Kate Woolman State Farm
130 W 2nd St #2
Salida, CO 81201
phone: 719-539-6265
email: kate@katewoolmaninsurance.com
website: www.katewoolmaninsurance.com
I was chosen by State Farm to represent our brand throughout the city of Salida and surrounding areas as an agent, beginning January 1, 2021. I am excited to be a part of this community and build on the positive momentum the previous agent, Liz Petersen, now retired, created. I have two wonderful team members that are joining me in this adventure. They both worked for the previous agent and their hard work and dedication to our customers is a huge part of why this agency is successful. I look forward to getting to know everyone here and am so grateful for those I have met already. Our team is happy to help in any way we can, so please don’t hesitate to reach out to us!
Maverick Wealth Group
Phone: 720-688-3844
Email: kirk@maverickwealthgroup.com
I am a financial services professional who has background with investments, insurance and record keeping retirement plans. I consider myself a behavioral investment coach as performance is more about the behaviors and emotions of the investor.
Mountain Homes Lending LLC
316 W Main St.
Buena Vista CO, 81211
phone: (303) 815-6655
website: mountainhomeslending.com
email: morgan@mountainhomeslending.com
Mountain Homes Lending LLC is an independent mortgage broker based in Buena Vista, Colorado. Our team is proud to serve clients using experience, warm customer service and responsive communication to guide you through the residential mortgage process. Competitive interest rates and quick turn times are complimented by our ability to execute due diligence, ensuring you close on time. Investing in technology and market research means we make the process easy.
Peaks Integrity Wealth Management, LLC
595 Hermit Road
Westcliffe, CO 81252
phone: 719-581-7325
toll free: 1-855-868-7325
fax: 719-783-3015
email: barb@peaks-integrity.com; ron@peaks-integrity.com; rebekah@peaks-integrity.com
website: https://www.raymondjames.com/peaksintegrity
Having an experienced Financial Professional or Registered Representative can not only help simplify the complexities of your wealth, it can also help simplify your life. Through a disciplined process and investment choices based on your goals, time frame and risk tolerance, we can help not only reduce the many questions that can come with investing, but can also help you identify many opportunities as well – all in an effort to help make your life easier.
We can provide you with investment services and guidance that make the most sense for you and your family. We’ll also be there to help you each step of the way as you pursue your personal financial goals.
