This Business Is Not BBB Accredited

United Capital Private Wealth Counseling

United Capital Private Wealth Counseling

(970) 484-8806

United Capital Private Wealth Counseling

12 years in business
412 W Mountain Ave
Fort Collins, CO 80521-2605
Fax Numbers
  • (970) 682-6444
Additional Email Addresses
  • kristin.howe@unitedcp.com
  • fortcollins@unitedcp.com
BBB File Opened: 10/19/2010
Business Started: 01/01/2005
Business Started Locally: 07/01/2010
Business Incorporated: 07/14/2010 in CO
Type of Entity
Limited Liability Company
Business Management
  • Ms. Kristin Howe, Director of Operations
  • Mr. Thad Dunn, Managing Director
Business Category
  • Investment Advisory Service
  • Financial Planning Consultants
  • Retirement Planning Service
  • Insurance Services
  • Financial Services
  • Investment Management
  • Financing Consultants

Products & Services
life insurance, long term care, disability, annuities, investments, IRA, 401k, Pension, financial plan, wealth plan, retirement plan, rollovers, tactical management, investment management
Service Area
Windsor, Loveland, Greeley, Evans, Longmont, Erie, Boulder, Cheyenne, Lafayette, Louisville, Brighton, Superior, Broomfield, Northglenn, Thornton, BOULDER, CO, BRIGHTON, CO, BROOMFIELD, CO, LOCHBUIE, CO, THORNTON, CO, WESTMINSTER, CO
Alternate Business Names
  • Dunn Hogerty Investment Counseling & Institutional Investment Management
  • United Capital Financial Advisers LLC
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

A+

Overview

Specializing in wealth planning, financial advice and corporate and individual retirement services and solutions.

CIMA
CFP(R)
CPA
CDFA
CRPC
FINRA Series 7, 8, 63, 66, 65, 24
Life Insurance
Health Insurance
Variable Insurance
Long Term Care
Certified Financial Planner (r)
Investment Consulting
Investment Management
Investment Guidance
Financial Guidance
Retirement Planning
wealth planning
wealth counseling
divorce planning
estate planning
succession planning
goal based planning
tax planning

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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.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
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.

United Capital Private Wealth Counseling

THIS BUSINESS IS NOT BBB ACCREDITED

United Capital Private Wealth Counseling

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