Brewster Miller Financial Group

Raymond James, a global financial services firm established in 1962, prioritizes the financial well-being of individuals and institutions through tailored strategies and trusted advice. Their comprehensive range of services includes wealth management, investment solutions, retirement planning, estate planning, banking and lending services, insurance solutions, and institutional services. Committed to corporate responsibility and sustainability, Raymond James aims to help clients achieve success while also realizing its own. With a focus on people, the firm strives to provide sophisticated financial solutions that meet the diverse needs of their clientele. Generated from the website

Legacy Financial Group, located in Fort Collins, CO, specializes in comprehensive financial planning, offering tailored solutions from a diverse array of industry-leading companies. Their team approach ensures clients receive personalized advice focused on long-term relationships, risk diversification, and tax efficiency. With Registered Representatives licensed through NYLIFE Securities LLC, Legacy Financial Group provides investment and insurance services while upholding a commitment to professional guidance for individuals seeking to protect and provide for their families or employees. They emphasize a macro approach to financial planning, addressing the big picture for optimal client outcomes. Generated from the website

Taylor's Financial, located in Fort Collins, CO, is a fee-only financial planning firm dedicated to aligning clients' financial strategies with their core values and personal goals. Their comprehensive services range from personalized tax planning and socially responsible investing to business employee benefit plans, all designed to help clients achieve the happy lives they envision. At the heart of Taylor's Financial is the belief that financial planning should prioritize the unique needs of individuals and families. With a focus on creating coordinated financial plans and charitable gift planning, the firm aims to support clients in realizing their aspirations while allowing them to sleep better and smile bigger. Generated from the website