Kevin works for clients all over the United States who need a Wealth Management, Asset Protection and Retirement Income. As a CERTIFIED FINANCIAL PLANNER™, His aim is to minimize uncertainty and risk for each of his clients, by: •designing investment portfolios that offer short and long term solutions for income — for now and in the future, •staying ahead of inflation and position portfolios for profit opportunities over a 1-20 year time horizon, •and when markets move higher, he wants to make sure his clients are taking some of the gains off the table and moving to more conservative portfolios . This communication is strictly intended for individuals residing in the states: AZ, CA, CO, FL, MD, MI, NJ, NM, UT and WY. Securities and Advisory Services offered through LPL Financial Member FINRA / SIPC and A Registered Investment Advisor
View Top Employees from IRA SpecialistWebsite | http://iraspecialist.com |
Revenue | $1.8 million |
Employees | 1 (1 on RocketReach) |
Founded | 1983 |
Address | 323 W Drake Street Ste 212, Fort Collins, Colorado 80526, US |
Technologies |
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Industry | Investment Management, Internet Service Providers, Website Hosting & Internet-Related Services, Telecommunications |
SIC | SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies |
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The IRA Specialist annual revenue was $1.8 million in 2023.
Ronald Edwards is the President of IRA Specialist.
1 people are employed at IRA Specialist.
IRA Specialist is based in Fort Collins, Colorado.
The NAICS codes for IRA Specialist are [523, 52].
The SIC codes for IRA Specialist are [62].