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Showing 1 - 3 of 3 results
AMG NATIONAL CORP
AMG NATIONAL CORP
Greenwood Village, Colorado
100-499 employees
AMG National Trust (AMG) is a privately-held wealth management firm headquartered in Denver, Colorado. With more than 45 years of wealth management expertise, AMG has helped individuals and families, corporate executives, business owners and institutions develop strategies for long-term financial success. We provide integrated financial planning, investment management, access to private capital, tax preparation, trust administration, charitable giving, retirement plan administration, and banking services. AMG serves over 1,200 clients across the U.S. from 8 offices.
Retirement Benefits Rank
Market Competitive
SUMMIT WEALTH GROUP
SUMMIT WEALTH GROUP
Colorado Springs, Colorado
50-99 employees
Summit Wealth Group is an independent wealth management firm whose vision was born out of a simple desire to enable clients to reach their fullest financial and personal potential. What is at the heart of Summit Wealth Group? Simply put, it is the individuals and families we proudly serve. It is about their hopes, dreams, and aspirations. It is about being at our best so our clients can be at their best. Our clients have significant goals, goals that are the real reason for investing and planning. By partnering with Summit Wealth Group, these goals come into focus through effective planning, as we custom-tailor financial strategies to help make these dreams a reality. This communication is strictly intended for individuals residing in the states ofAL,AR,AZ,CA,CO,DC,FL,GA,HI,IA,ID,IL,IN,KS,KY,LA,MD,MI,MN,MO,MS,MT,NC,ND,NE,NM,NV,NY,OH,OK,OR,PA,SC,SD,TN,TX,VA,WA,WI,WV,WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Please see our Terms of Use here:http://www.commonwealth.com/termsofuse.html. 13710 Struthers Road, Suite 115 | Colorado Springs, CO 80921 | 877.320.0379
Retirement Benefits Rank
Market Leading
INTERVEST INTERNATIONAL, INC.
INTERVEST INTERNATIONAL, INC.
Colorado Springs, Colorado
1-24 employees
INTERVEST INTERNATIONAL, INC. is an SEC- Registered Investment Advisor that offers advisors an open-architecture platform for asset management and financial planning. We provide access to a variety of third-party money managers and the infrastructure to operate a successful fee-based management practice. INTERVEST INTERNATIONAL EQUITIES CORP. is a retail broker/dealer firm structured to be the most competitive and adaptive platform for your securities, insurance, and alternative investment business. Securities trades can be processed through our trade desk or our online trading platform. We have selling agreements with hundreds of mutual funds, annuities, and insurance companies and are committed to providing the investment products that are key to your business model and clientele. INTERVEST INTERNATIONAL has been providing personalized and responsive service to financial professionals and organizations since 1980. Founded in Europe to provide financial planning services to U.S. military and civilians living in Europe, our headquarters moved to Colorado Springs in 1990. We now serve a growing and diverse group of financial planning and investment professionals in Europe and the U.S. OUR MISSION is to profitably create the environment (products, services, and delivery systems) and structure (personnel and support) needed by financial service professionals to compete and thrive in an ever-changing marketplace. Disclosure: Clicking the Like button is not a testimonial or endorsement of Intervest or any of its Adviser Representatives. "Like" is not meant in the traditional sense. Visitor posts must refrain from recommending investment advisory services or providing testimonials, since they are strictly prohibited by securities regulators. Please note that we must delete such posts since this is a regulatory requirement. Questions about specific investments cannot be answered here. If you wish to convey an opinion to us, please send us a private message.
Retirement Benefits Rank
Market Laggard