Name*FirstLast Street Address City and State Zip Code Phone* Email Select one or more service that you would like more information about.Retirement PlanningFinancial PlanningAnnuities & InsuranceCommunity Investing / Tax CreditsPersonalized Portfolio ManagementEducation FundingOther (specify below) Preferred contact method By PhoneBy EmailFace to Face Add your specific investment need or questions here. Human VerificationSubmitReset Our Office 145 Grand Avenue Suite D Grand Junction, CO 81501 Phone (970) 241-0700 Fax (970) 241-0723