Townsend
Your Trusted Financial Advisor

About Us

The Townsend Logo
Why did we choose the eagle to represent Townsend? An eagle symbolizes new beginnings and life changes, along with the strength and resilience to endure difficult times, while having the courage to look ahead. An eagle stands for honest and truthful principles while inspiring to reach the highest standards.
— Jeff Townsend, CEO & Founder

We are an independent, privately owned investment firm with deep roots in the Denver community. Townsend strives to be one of Colorado’s leading retirement planning and investment management firms serving the greater Denver metro area (offices located in Westminster and the Denver Tech Center). Our firm, founded in 1990, focuses primarily on helping those who are 50 years old and beyond who are seeking guidance from a financial advisor to help in their retirement planning and investment management needs. Our firm is dedicated to the prudent stewardship of our clients’ wealth through our active portfolio management strategy together with the highest level of personalized client service. As a registered investment advisory firm, we have the fiduciary responsibility to put the clients interest first.

The founder & CEO, Jeffery E. Townsend, has built the company into a comprehensive retirement planning and investment management firm, providing the service and expertise people deserve out of our Denver and Westminster offices. As one of Denver’s financial firms, we are dedicated to helping our clients pursue a first-class retirement. It is our belief that planning well leads to retiring well.

We are more than happy to assist you with your retirement planning needs so you can enjoy what the future has to offer. Contact our Denver or Westminster office today to speak with a knowledgeable team member.

Securities America Form CRS