Ludwick & Shirman

Wedbush Securities in Greeley, CO is a leading wealth management brokerage and advisory firm with over 400 investment professionals dedicated to providing expert financial advice and services to clients. They offer a comprehensive suite of wealth management products, financial planning, retirement planning, and investment solutions. Specializing in investment banking and capital markets, Wedbush Securities delivers innovative investment products and fund services to help institutional and corporate clients diversify and grow. With a commitment to helping clients achieve their financial goals, Wedbush Securities has been a trusted partner for over 60 years, offering industry-leading investment ideas, products, and services. Generated from the website

First Affirmative Financial Network LLC, headquartered in Boulder, CO, specializes in values-aligned investing, offering the Values-Aligned Direct Index Solution (VADIS) powered by YourStake and Orion Advisor Technology. The firm emphasizes maximizing returns while ensuring clients' impact aligns with their values through a transparent, customizable investment platform that features active proxy voting and advocacy programs. With a commitment to making a positive difference, First Affirmative provides deeply researched investment choices that meet both financial and ethical goals. Their comprehensive approach includes automated tax loss harvesting and engagement in corporate actions to advocate for a sustainable future. Generated from the website