As the year is coming to a close, we find that there are many folks out there with more questions than answers about their finances and year end planning. Given the environment we have faced over the last two years, we expect there will be more activity in this area than normal. We have made a decision to open up two appointment slots per week for anyone who wishes to ask questions about their situation. We are providing this service without charge to our clients, business partners and their friends to be a sounding board for any concerns they have coming into the end of this year. Jacque will be ready to take your calls and arrange a time for us to meet, so please let us know if we can be of assistance.
Thank you,
Jeremy and Lee
skip to main |
skip to sidebar
Denver's Financial Blog
- Jeremy & Lee
- Denver, Colorado
- Join Jeremy and Lee Davis, a father-son wealth management team as they navigate through the financial issues of today. Lee is an advisor with 35 years of experience with dozens of industry accolades and community acknowledgements. Jeremy has been an advisor for over 9 years and has his own list of accomplishments and pleased clients. This financial "dynamic duo" is based in Denver and does business in sixteen states. In this blog, they share their insights and ideas to benefit those who are interested in navigating the complex financial landscape of today.
Securities and Advisory Services are offered through Cetera Advisors LLC, Member FINRA/SIPC.
Cetera is under separate ownership from any other named entity.
No comments:
Post a Comment