Financial Planning Consultants
The Planning & Investment Center Inc
See Hours
| Monday | 8:00 AM - 4:00 PM |
|---|---|
| Tuesday | 8:00 AM - 4:00 PM |
| Wednesday | 8:00 AM - 4:00 PM |
| Thursday | 8:00 AM - 4:00 PM |
| Friday | 8:00 AM - 2:00 PM |
| Saturday | Closed |
| Sunday | Closed |
About
Overview
The Planning & Investment Center Inc
760 Whalers Way Ste A201
Fort Collins, CO 80525-3301
BBB Accredited Since: 2/5/1997
Years in Business: 37
BBB Accreditation & Rating
About This Business
Products and Services
The Planning and Investment Center, Inc. provides the following products and services:
Investment Management: Creation and management of customized investment portfolios to meet clients' financial goals.
Financial Planning: Comprehensive planning services that include budgeting, savings, and overall financial strategy development.
Retirement Planning: Strategies for accumulating and managing retirement savings, ensuring a stable income post-retirement.
Tax Planning: Services to optimize tax efficiency and manage tax liabilities.
Estate Planning: Guidance on the transfer of assets and estate management.
Risk Management: Solutions to identify and mitigate financial risks.
Business Details
- BBB File Opened:
- 1/1/1988
- Business Started:
- 1/1/1988
- Business Started Locally:
- 1/1/1988
- Type of Entity:
- Corporation
- Business Management:
- Mr. Steve Everett, President
- Ms. Cheryl King, Assistant
Additional Contact Information
- Principal Contacts
- Mr. Steve Everett, President
- Customer Contacts
- Mr. Steve Everett, President
- Fax numbers
- Primary Fax: (970) 663-1506
- Additional Email Addresses
- Primary: Email this Business
Additional Information
- Other Resources
- Division of Securities- Colorado
1560 Broadway, Ste 900
Denver CO 80202
Phone Number: (303) 894-2320
http://www.dora.state.co.us/securities/ - Occupational/Industry License Database Colorado
1560 Broadway Ste 1350
Denver CO 80202
http://www.colorado.gov/oed/industry-license/ - Wyoming Secretary of State
200 W. 24th St.
Cheyenne WY 82002
Phone Number: (307) 777-7378
http://soswy.state.wy.us/default.aspx
More Resources
Featured Content
BBB Business Profiles may not be reproduced for sales or promotional purposes.
BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.
When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.
BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.
As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. BBB charges a fee for BBB Accreditation. This fee supports BBB's efforts to fulfill its mission of advancing marketplace trust.