America Financial Partners

Transitions Wealth Management is a financial advisory firm based in Englewood, CO, specializing in providing personalized wealth management services to individuals and families. With a focus on long-term financial planning and investment strategies, the firm aims to help clients navigate transitions in their financial lives and achieve their financial goals. Generated from their business information

Located in Greenwood Village, CO, Patty Cockell - Raymond James is a financial services company that excels in providing tailored wealth management services, investment banking, asset management, and capital market solutions. Serving a diverse clientele comprising individuals, businesses, and municipalities, they offer comprehensive financial planning, portfolio advisory strategies, and specialized assistance customized to meet unique client goals. With a global presence and a community-focused ethos, Patty Cockell - Raymond James leverages decades of experience to guide clients through intricate financial landscapes. Emphasizing prudent risk management, they aim to help clients nurture, safeguard, and efficiently transfer their financial assets, offering attentive, meaningful, and objective-driven solutions to address their specific needs. Generated using this brand's available information

Sandy Purcell, a financial planner at Raymond James, is based in Greenwood Village, CO. With a focus on personalized financial strategies, Sandy helps clients achieve their financial goals through tailored investment planning and wealth management services. The office offers a welcoming environment for individuals and families looking to secure their financial future. Generated from this place's information