Edward Jones - Financial Advisor: Jeff Kopina

About Us Our team is committed to offering your business the best in bookkeeping services; whether you want to take advantage of our monthly management or one-time strategic optimization services, you’re sure to reach a level of financial prosperity that your business has never seen before...

What does Paladin Wealth Management mean? Pal-a-din means a strong, trusted leader; defender of a cause. This is what I truly believe our purpose at Paladin Wealth Management is. To be your trusted leader of your financial future and to make sure you stay on the best path for your goals. Throughout my career, even amidst economic uncertainty like we have today, I have focused on my clients’ individual needs, placing their best interests first, and have remained true to my philosophy that trust, honesty and integrity are key to building a strong financial foundation for my clients.

Located in Erie, CO, Carl Jorgensen - Raymond James Financial Services offers a range of tailored wealth management services, including investment banking, asset management, and capital market solutions. Serving individuals, businesses, and municipalities, they specialize in comprehensive financial planning, portfolio advisory strategies, and investment research to assist clients in achieving their unique financial objectives. With a dedication to prudent risk management and personalized attention, Carl Jorgensen - Raymond James Financial Services helps clients navigate complex financial landscapes by providing detailed analysis and guidance. Their global reach is complemented by a community-oriented approach, ensuring that clients receive meaningful and objective-based solutions to grow, protect, and efficiently transfer their financial resources. Generated using this brand's available information