Financial Resources for Clients

Townsend created this page to engage clients and educate them on the different aspects of financial planning and retirement planning. We have included the following pages as resources for you:

Performance Reports

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Townsend. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

The BBB has determined this business meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. Townsend is accredited in Colorado only. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public. BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.

Securities licensed in the following states: AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY

Insurance licensed in the following states: AR, AZ, CA, CO, FL, GA, IA, ID, IL, KS, KY, MI, MN, MO, MS, MT, NC, ND, NE, NM, NV, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY

SEC Registered Investment Advisor

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