Raymond James
Bret Poland Financial Advisor
131 West Main Street
Sterling, CO (Colorado) 80751-3178
Sterling, CO (Colorado) 80751-3178
Business Details
INDIVIDUAL SOLUTIONS FROM INDEPENDENT ADVISORS.
53 years Since 1962
Patty Vandenbark (Manager)
(970) 522-3333 (Primary Phone)
| Products: | 403 B, Bonds, Cds, Closed End Mutual Funds, Defined Benefit, Defined Contribution, Government Securities, Growth Funds, Income Funds, Index Funds, Iras, Keogh Plans, Money Markets, Non-Qualified Retir, Certificate Of Deposit, Compact Discs, Equities, Fixed Income Securities, Individual Retirement Account, Music, Treasuries |
| Product Features: | Research |
| Services: | Securities Are Offered Through, Advice, Analysis, Assessments, Asset Protection, Cash Flow, Cash Management, Coaching, College Planning, College Saving, Computer Services, Consulting, Counseling , Design Assistance, Designer, E-Services, Inheritance Planning, Internet Services, Money Management, Personal Services, Portfolio Planning, Trust Management, Trust Ser |
| Specialties: | Analysts, Asset Management, Banking, Cds, Consultations, Divorce Planning, Estate Planning, Investment Planning, Iras, Living Trusts, Mutual Funds, Power Of Attorney, Research, Stocks, Wills, Asset Protection |
| Programs Offered: | Banking |
| Professionals on Staff: | Analysts |
| Certifications: | Certified Financial Planner, Chartered Asset Manager, Registered Investment Advisor |
| General Content: | Raymond James Financial Services Inc., An Independent Broker/dealer And Are:, Member Finra/srpc, Not Bank Guaranteed, Not Deposits, Not Insured By The Fdic Or Any, Other Government Agency, Subject To Risk And May Lose Value, Is Not Affiliated With Bank Of Colorado, 126500Attr:financial Planning, Investment Securities, Consultations |
| Sales Volume: | 500K - 1M |
| Employee Size Range: | 1-4 |
| Fortune 500: | No |
Additional Categories
Raymond James is also listed under the following categories:
Standard Yellow Pages Heading (SYPH) Categories:
- Financial Services
- Investment Securities
- Stocks & Bond Brokers
- Investment Banking And Securities Dealing > Private Investment > Investment Securities
- Securities Brokerage > Security Brokers & Dealers > Stocks & Bond Brokers
- All Other Business Support Services > Financial Services
- Security Brokers, Dealers, And Flotation Companies > Security Brokers & Dealers > Stocks & Bond Brokers
- Security Brokers, Dealers, And Flotation Companies > Security Brokers, Dealers, & Flotation Companies, Nec > Investment Securities
- Business Services, Nec > Financial Services
