No matter where you are in your life - just getting started or planning for retirement, you have goals and dreams.
Your credit union is not licensed to offer financial planning services, so we diligently searched for a financial planning firm that would provide the same level of personalized services that the credit union delivers.
Bret Eberhardt is available to meet with you onsite at our 3 locations, simply call and setup an appointment today.
Bret S. Eberhardt, MBA
A & I Financial Services, LLC
9800 Mt. Pyramid Court, Suite 450
Englewood, CO 80112
Phone: (303) 690-5070
Direct Line: (720) 588-4647
Mobile: (720) 588-AIFS (2437)
Fax: (303) 699-8945
Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC. Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Not NCUA insured. No Credit Union Guarantee. May lose value.