Business Description

A&I Financial Services is a fee-based Financial advisor & fiduciary in Greenwood Village, Colorado operating since 1986.Offering comprehensive financial planning, retirement planning, investment advice IRA and 401(k) management, wealth management & life insurance to a small number of successful families and business owners. A&I is a fiduciary. We promise to put your financial interests ahead of our own. Our Certified Financial Planner team has 100 years of combined experience. Our CFP practitioners use an advanced financial planning process to listen & to know your values, goals, relationships & more. Our one-page comprehensive financial plans are also easy to understand. Grow and protect your investments. Choose how you want to be taxed.

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