Edward Jones

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.

Primerica, based in Olathe, CO, has been helping families secure their financial futures for over 45 years. Their licensed representatives educate clients on fundamental financial concepts and offer solutions such as term life insurance, investments, and debt solutions to empower individuals to make informed financial decisions. With a focus on financial education and personalized financial needs analysis, Primerica aims to guide clients towards achieving their financial goals. Their commitment to excellence is reflected in awards and recognition for the quality of their services and solutions, making them a trusted choice for middle-income families seeking financial freedom. Generated from the website

HistoryAre you looking to invest your money with someone you know and trust? Since 1980 Claystar Agency, Inc has advertised that Service as Our Star Product . Weve never promised to make anyone rich. Our goal is keep you from ever being poor. We have built relationships with our clients so that we can make your money work for you. Our Agency is locally owned and operated in Montrose, Colorado, servicing Mesa, Delta, Montrose, Gunnison & San Miguel counties. Can't make it into Montrose? Call and schedule an appointment we will come to you! Offering: Investment Advisory Services, Fixed and Variable Annuities, Life Insurance, and Retirement Plans- IRA, SIMPLE IRA, SEP IRA Securities and Investment Advice Offered Through Capital Financial Services, Inc. Broker/Dealer-Investment Advisor. Member FINRA & SIPC.SpecialtiesAre you looking to invest your money with someone you know and trust? Since 1980 Claystar Agency, Inc has advertised that Service as Our Star Product . Weve never promised to make anyone rich. Our goal is keep you from ever being poor. We have built relationships with our clients so that we can make your money work for you. Our Agency is locally owned and operated in Montrose, Colorado, servicing Mesa, Delta, Montrose, Gunnison & San Miguel counties. Can't make it into Montrose? Call and schedule an appointment we will come to you! Offering: Investment Advisory Services, Fixed and Variable Annuities, Life Insurance, and Retirement Plans- IRA, SIMPLE IRA, SEP IRA Securities and Investment Advice Offered Through Capital Financial Services, Inc. Broker/Dealer-Investment Advisor. Member FINRA & SIPC.