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Eggert Financial Management, Inc.
       
 
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Eggert Financial Management, Inc.
 
 
Overview: 

Nothing grows without proper care and attention. This includes your wealth. Bill's career is about just that: tending to your needs to secure valuable returns.

His unique approach to financial planning and care begins with your personal values, visions and goals - what you are truly trying to accomplish. He helps you define, build and protect your financial independence and your ultimate legacy.

Bill has been advising affluent individuals and families since 1982. He is a leader who advises leaders. He sees the big picture and the smallest details.

With that kind of vision, it's little wonder some of Denver's most prominent families rely on Bill for advice in wealth management. They like working with him. They like the fact that he's a Registered Investment Adviser - cognizent of conflicts of interest and free to recommend any investment (i.e., not pressured to sell proprietary products). They appreciate the fact that his financial services company is independent.

Bill has chosen to affiliate Eggert Financial Management, Inc. with Colorado Financial Service Corporation a local, independent securities broker dealer and provider of financial services. This affiliation allows Bill freedom and objectivity, while instantly connecting him to a wide variety of investment resources that his clients might require.

Call Bill today to discover how he can help you cultivate your wealth and shape a lasting legacy.


 
 
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