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Brett R. Smith CPA Wealth Management, LLC
Accountant in Lafayette CO
Areas of Expertise | financial planning | investment management | retirement planning |
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Address
1285 Cimarron Dr Ste 202
Lafayette, CO
80026 -
Contact
tel (303) 604-0505
fax (303) 604-0488 -
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Map/Directions
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About
SEC registered investment advisory firm offering comprehensive fee-only financial planning and investment management services. We integrate your financial goals with investments, retirement planning, tax minimization, risk analysis and estate planning to help you achieve financial security and financial independence. Our purpose is to help you build, manage and perserve your wealth. We work one-on-one with you to create financial plans that meet your specific needs and goals. Contact us for a free "get-acquainted" conference to discuss your financial objectives.
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I've been doing this for 36 years
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Hours of Operation
Mon - Fri 8:00AM - 5:00PM
Sat - Sun Closed
Holidays Closed