Colorado Credit Union
   
     

Financial Planning

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 Eberhadt 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

Email: Bret@AssetsandIncome.com
Phone: (303) 690-5070
Direct Line: (720) 588-4647
Mobile:  (720) 588-AIFS (2437)
Fax: (303) 699-8945

CLICK HERE TO DOWNLOAD BROCHURE

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.

 

 

 

 

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Mission Statement: Our goal is to foster lifelong financial relationships with exceptional member service, one member at a time.

 
 
Colorado Credit Union has 3 Locations to serve you located in Brighton, Ken Caryl (Littleton) and Downtown Denver. Our services include: Credit Union Service Network, Savings Account, Checking Account, Free ATMs, Auto Loans, First Mortgage Loans, Home Equity Loans and Lines of Credit, Overdraft Privilege, Personal Loans, Individual Retirement Accounts, Certificates of Deposit, Money Market Accounts, Internet Banking, Online Bill Payment, Telephone Banking, Direct Deposit/Payroll Deduction, Auto Buying Services and Financial Planning Services
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TELEPHONE NUMBER: 303-978-2274 or 1-800-828-2274 - MAILING ADDRESS: PO Box 270010 - Littleton, CO 80127-0001
COLORADO CREDIT UNION'S ROUTING NUMBER: 302075267

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