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      Brett R. Smith CPA Wealth Management, LLC

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      Accountants-Certified Public, Financial Services, Investment Advisory Service

      1285 Cimarron Dr Ste 202, Lafayette, CO 80026

      303-604-0505

      CLOSED NOW: 
      Today: Closed
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      DETAILS
      General Info
      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.
      Extra Phones

      Fax: 303-604-0488

      Hours
      Regular Hours
      Mon - Fri:
      Sat - SunClosed
      Categories
      Accountants-Certified Public, Financial Services, Investment Advisory Service, Investment Management
      Payment Options
      Accreditation

      CFP, CPA, PFS, Master of Business Administration, Master of Taxation, Member of FPA, NAPFA & AICPA.

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