I have been specializing in Wealth Management for 45 years and am completely dedicated to helping my clients achieve their financial and retirement goals. - I hold the Series 7, Series 63, Insurance Producer, and Long-Term Care Insurance Licenses. - Licensed in the states of CO, CA, AR, AZ, CA, FL, GA, IA, KS, KY, MN, MO, NE, NM, NV, OH, SD, TX, VA, and WA. Retirement represents a major financial and life transition. With 45 years of experience, I'm familiar with the steps one can take to make a retirement transition easier. I want to see that you have enough money to enjoy the lifestyle you love for the rest of your life. I am the exclusive Financial Planning expert for the Haystack Help Radio Show and the Sportsman Of Colorado Radio Show airing on 560AM KLZ The Source in Denver, CO. I cover a variety of wealth management strategies, including retirement planning, financial planning for Baby Boomers, 401k, 72 (t), and much more. My firm also offers financial workshops to groups and organizations that have a desire to learn more about how to chart a successful financial future & retirement! We specialize in the Police and Firefighter industry. Securities and advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.
View Top Employees from Dot Mechtenberg, IncWebsite | http://www.dotmechtenberg.com |
Revenue | $872000 |
Employees | 2 (1 on RocketReach) |
Founded | 1970 |
Address | 8100 Ralston Rd Ste M20, Arvada, Colorado 80002, US |
Phone | (303) 940-7807 |
Fax | (303) 420-5275 |
Industry | Financial Services, Finance General, Finance |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies |
Looking for a particular Dot Mechtenberg, Inc employee's phone or email?
The Dot Mechtenberg, Inc annual revenue was $872000 in 2024.
Dot Mechtenberg is the President of Dot Mechtenberg, Inc.
1 people are employed at Dot Mechtenberg, Inc.
Dot Mechtenberg, Inc is based in Arvada, Colorado.
The NAICS codes for Dot Mechtenberg, Inc are [52, 52393, 5239, 523].
The SIC codes for Dot Mechtenberg, Inc are [628, 62].