CO Yellow Pages > Sterling
Bret Poland Financial Advisor
131 West Main Street
Sterling, CO (Colorado) 80751-3178
(970) 526-9200 (Primary Phone) +view more



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
North American Industry Classification System (NAICS) Categories:
  • Investment Banking And Securities Dealing > Private Investment > Investment Securities
  • Securities Brokerage > Security Brokers & Dealers > Stocks & Bond Brokers
  • All Other Business Support Services > Financial Services
Standard Industry Classification (SIC) Categories:
  • 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
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