Mountain West Insurance & Financial Services, LLC is an independent agency offering both insurance and financial service solutions in Colorado and over 30 states across the US. We write all lines of insurance, including; Auto, Home, Farm/Ranch, Commercial, Health, and much more. Our representatives have been servicing satisfied customers for over 30 years. We have numerous convenient Colorado branch locations all along the Western Slope of Colorado including; Grand Junction, Montrose, Durango, Steamboat Springs, and other. Our local agents and service professionals live in your community and will do whatever possible to help you -their friends, family and neighbors- with all your insurance and financial service needs. Being local is important, but for us it’s much more than that. Our purpose in business is to understand your needs and exceed your expectations. We dig deeper, listen and ask the right questions, but above all, we value your relationship with us. We’re a single source solution for all your insurance and financial service needs.

On June 1st, 2010, Cody Ritchie assumed the role of President of the newly formed Crest Insurance Group with a vision to develop the firm to be the top agency based in Arizona. Crest Insurance has grown to include offices in Tucson, Phoenix, Scottsdale, Sierra Vista, Flagstaff and San Diego, California. We have experienced producers writing policies for clients throughout the United States. We pride ourselves on being the best at what we do. We provide access to many national carriers and markets yet remain a true local agency with face to face service and deep ties to our community. It has always been our philosophy to give back and support charitable causes and programs whenever possible. We believe serving our community means being a trusted business partner and also sharing our success with those who strive to make our community better. “If we do well, we will do good.”

TrueNorth® is the largest insurance and financial services firm of its kind headquartered in Eastern Iowa with offices located throughout the nation. Our mission is to assist companies and people with protecting and maximizing assets, resources and opportunities. TrueNorth is committed to helping our clients feel secure and supported in their aspirations for the future. Our purpose is to create value. Today, our dedicated staff consists of nearly 500 people and is organized so each person becomes a specialist in their respective division. Our services include risk management/property casualty, employee benefits, qualified retirement plans, executive benefits and business continuation, consulting, personal financial planning, investment management, and wealth transfer. TrueNorth is proud to hold the following accolades which represent our commitment to our clients, colleagues and the industry. 2023 Top Workplaces USA | Coolest Places to Work | Most Effective Internship Program | Top 100 Independent Agencies P/C | Top 100 Largest Brokers | Best of the Corridor TrueNorth has office locations in Iowa, Colorado, and Illinois. Securities offered through Lion Street Financial, LLC (LSF), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, (LSA) an investment advisor registered with the SEC. LSF and LSA do not provide tax or legal advice and are not affiliated with TrueNorth Financial. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.

Blue Chip Benefits, located in Pueblo, Colorado, stands out as a local brokerage firm with a solid reputation for serving midsize employers, particularly in the computer systems design and related services, as well as the legal services industries. Their client portfolio showcases significant expertise and successful collaborations with notable companies like Nextworld, a prominent player in the computer systems design sector, boasting over 290 participants. Similarly, their proficiency is exemplified through their work with Robinson & Henry P.C., a respected name in the legal services industry, catering to more than 180 participants. This brokerage firm is recognized for its adept handling of both medical and ancillary benefits, tailoring its services to meet the specific needs of local and regional employers. Their approach is not just about providing insurance solutions; it's about understanding the unique business landscapes of their clients. This is particularly evident in their dealings with industries like computer systems design and legal services, where they have demonstrated a deep understanding of the sector-specific challenges and opportunities. Blue Chip Benefits distinguishes itself by offering a blend of local expertise and industry-specific knowledge, making them a valuable partner for midsize employers in the Pueblo area. Their ability to navigate the complexities of employee benefits in these dynamic sectors positions them as a preferred choice for businesses seeking comprehensive, tailored insurance solutions.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement & wealth, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 15,000+ colleagues and 300+ offices across the United States and Canada, MMA combines the personalized service model of a local consultant with the global resources and expertise of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). MMA generates more than $5 billion in annualized revenue, making it one of the largest brokerage operations in North America.