• Contact Us: (303) 978-2274

  • local. friendly. U OWN IT.

 

No matter where you are in your life - just getting started or planning for retirement, you have goals and dreams.

 

FINANCIAL PLANNING:

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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 Eberhardt

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

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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local. friendly. U OWN IT.
QUESTIONS? CALL 303-978-2274

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