BBB Accredited Business Profile

Presidential Brokerage Inc

Presidential Brokerage Inc

(303) 694-1600

Presidential Brokerage Inc

26 years in business
Headquarters
5445 DTC Pkwy Ste 1100
Greenwood Village, CO 80111-3056
Additional Phone Numbers
  • (800) 230-1288
Additional Email Addresses
  • info@presidentialbrokerage.com
BBB File Opened: 10/01/1993
Business Started: 06/24/1991
Business Started Locally: 06/24/1991
Business Incorporated: 07/08/1993 in CA
Type of Entity
Corporation
Business Management
  • Mr. Daniel Lempe, President
  • Mr. Cory Davern, Executive V.P.
  • Mr. John DuPriest, CEO
Business Category
  • Financial Planning Consultants
  • Investment Management

Additional Information
  • Mission: “To make a positive difference in the lives of individuals and families, by providing insightful, personalized financial guidance. Helping you retire…better!” Core Values: To earn the trust of every client we serve To adhere to the ...
  • Mission: “To make a positive difference in the lives of individuals and families, by providing insightful, personalized financial guidance. Helping you retire…better!”

    Core Values:

    To earn the trust of every client we serve

    To adhere to the highest ethical standards

    To recruit only talented, caring and qualified people as part of our team

    To provide continuing education to our clients and to our team

    To know and keep current with the latest technology

    To live by the golden rule

Service Area
CENTENNIAL, CO, CHERRY HILLS VILLAGE, CO, CHERRY HILLS, CO, CHERRY HL VLG, CO, ENGLEWOOD, CO, GREENWOOD VILLAGE, CO, GREENWOOD VLG, CO
BBB accredited business

A+

Overview

Presidential Brokerage, a full service brokerage firm founded in 1991, created America’s Retirement Store to meet the needs of mainstream Americans who are looking for a personalized retirement strategy that helps provide security and peace of mind.

America’s Retirement Store offers individuals and families the tools and guidance to build and monitor a meaningful retirement plan.

We address today’s new retirement challenges in a refreshing, personal way and offer free, no obligation workshops that help demystify and clarify complex financial issues

 

Mission: “To make a positive difference in the lives of individuals and families, by providing insightful, personalized financial guidance. Helping you retire…better!”

Core Values:

To earn the trust of every client we serve

To adhere to the highest ethical standards

To recruit only talented, caring and qualified people as part of our team

To provide continuing education to our clients and to our team

To know and keep current with the latest technology

To live by the golden rule


BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
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BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Presidential Brokerage Inc

Presidential Brokerage Inc

BBB ACCREDITATION SINCE 03/04/2011

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