- We are an independent, privately owned firm with deep roots in the Denver community
- We rely on referrals from our clients to grow our business, which means we are very motivated to please every client we serve.
- As an independent financial advisory firm with fiduciary responsibilities, now growing with offices serving Denver, Westminster and nearby areas, we choose financial products that are best for you – unbiased by the demands and sales quotas that could be imposed by a corporate parent.
- Our certified and licensed advisors are salaried. We focus on developing and managing comprehensive financial strategy that meets your unique needs and we have no hidden agenda.
- You receive personal attention and guidance from our professional advisors who come to know you.
- Comprehensive Retirement Planning
- Wealth Management
- Portfolio Management
- Legacy Planning
- Tax Reduction Strategies
- Client Financial Education
- 401(k) and Pension Rollovers
- 401(k) Allocation Recommendations
- Lifetime Income Solutions
Please Note: No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience the same or a certain level of results or satisfaction if Townsend is engaged, or continues to be engaged, to provide investment advisory services.
Please Note: The scope of any retirement planning, financial planning and consulting services to be provided depend upon the terms of the engagement, and the request and needs of the client. Townsend & Associates, Inc. does not serve as an attorney or accountant. Townsend & Associates, Inc. does not prepare estate planning documents or tax returns.