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Banking, Finance & Accounting

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Amentous, LLC

Jeff Sakalosky

email:
phone #:

720-849-2668

1377 German Ct, Erie, CO 80516, USA

Amentous, LL provides financial business personal services that include: Financial Consulting Services/Financial Planning & Analysis-Financial Modeling, Budgeting, Forecasting, Annual Operating Plan Development, Litigation/Real Estate/Property-HOA Transactional Support, Bookkeeping and Accounting, Yearly/Quarterly Preparation & Processing

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Citywide Banks

Shelley McLeod

email:
phone #:

(303) 439-4888

199 S Briggs St, Erie, CO 80516, USA

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Edward Jones

Tony Liska

email:
phone #:

(303) 441-0204

3434 47th St, Ste 120, Boulder, CO 80301

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Edward Jones Investments

Brittany Maracine

email:
phone #:

303-828-9933

671 Mitchell Way Suite 204 , Erie CO 80516

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FirstBank

Adam Ingersoll

email:
phone #:

(303) 957-3412

1779 State Highway 7, Erie, CO 80516

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Great Western Bank

Patrick Dugdale

email:
phone #:

303-828-0888

785 Cheesman
Erie, CO 80516-0449

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Hinman Financial Planning, Inc.

Raquel Hinman

email:
phone #:

720-460-0908

P.O. Box 1158, 568 Briggs Street, Erie CO 80516

Raquel Hinman, CFP®, is a fee-only planner and founder of Hinman Financial Planning. With more than 20 years’ experience providing financial planning, wealth coaching, and investment management, her practice is focused on helping men and women navigate the financial and life issues that arise when transitioning to retirement, dealing with the loss of a loved one, or navigating a divorce.

She meets virtually with clients across the country and splits her time between Boulder County and Littleton, CO. Her office is located in downtown Erie, and during normal times, she welcomes in-person meeting with clients in Erie, Boulder, Longmont and surrounding Denver Metro communities.

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InSight

Kevin T. Taylor

email:
phone #:

303-502-0810

938 Eichhorn Dr, Erie, CO 80516, USA

InSight is home to industry-changing financial advisory services paired with a rigorous fiduciary process we call the InSight-Full® planning process. An InSight-Full® plan is a client-centric method of financial planning and coaching that bases our decision-making on a client’s interest and expectations for their future. Our planning puts client goals at the center of what we do. This type of client-centricity requires we keep six values at the forefront of our relationship with you:

CLIENT FIRST
TRUSTED RELATIONSHIPS
COMMUNITY MATTERS
CELEBRATE CREATIVITY AND ENERGY
WORK TOGETHER
FISCAL+FITNESS

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LeaderOne Financial

Matt Powell

email:
phone #:

(303) 872-5483

2029 Kinnikinnick Drive, Erie, CO 80516

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Raintree Investment Corp (Colliers Hill)

email:
none provided
phone #:

none provided

7200 S. Alton Way Suite C-400, Centennial, CO 80112

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Zenith Home Loans

Casey Clement

email:
phone #:

(720) 512-5500

417 Polaris Circle, Erie, CO 80516

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