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Closed today
2753 N Garfield Ave, LovelandClosed today
2580 E Harmony Rd Ste. 310, Fort Collins“i'm a cpa.i 've had numerous relationships with financial advisors over 40+ years, working with them for the client's financial well being.some have been better than others. my relationship with adam bott has been the last 2 years with a high income individual.we have had dialogue concerning retirement income,pension plan issues, and tax planning. i am extremely impressed with adam's ideas. this year he proposed a trust agreement that will save our mutual client significant taxes
i would recommend him for financial issues. stephen hovey cpa.“
Financial Consultants
Financial Consultants
Financial Consultants
Financial Consultants
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