Brian Grise - Mutual of Omaha

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Colorado Springs is here for you, serving Pueblo, Canon City, Woodland Park and Monument. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Daniel Muguerza, affiliated with Mutual of Omaha in Colorado Springs, CO, is dedicated to providing clients with personalized guidance in navigating life insurance and financial planning services. With a strong emphasis on protecting families and business interests, he assists clients at various life stages, from young families to small business owners, ensuring they are prepared for potential life events. Offering a comprehensive suite of products, including life insurance, Medicare supplement options, long-term care insurance, and annuities, Muguerza collaborates closely with clients to create customized strategies. His commitment to listening to clients' stories and goals allows for tailored recommendations that evolve over time, fostering a relationship built on trust and ongoing communication. Generated from the website

James Steerman - Mutual of Omaha in Colorado Springs, CO is a financial services company that offers a range of insurance and investment products to individuals and businesses. With a focus on providing personalized solutions, the company helps clients protect their assets and plan for their financial future. Generated from their business information