PRESIDENT'S MESSAGE Funderburk Financial is a Wealth Management and Financial Consulting firm located in Longmont, Colorado.When I founded this firm, I had a few specific goals in mind. I chose to make us an independent firm dedicated to avoiding the types of conflict of interest that are so prevalent in this industry. I chose to focus on providing exceptional, face-to-face service as opposed to t
he types of mass market investment services that have become so common.In today's marketplace, you have many choices as to how you will accomplish your personal financial planning. At Funderburk Financial, you will receive a personalized, full service experience that will help to insure that you and your family find the right track towards your financial goals. I look forward to sharing our knowledge and experience with you. Our Specialization Is Helping Individuals Work To Achieve Their Financial Goals Acting As Both A Certified Financial Planner™ Professional Services We Offer: • Investment Management • Business Succession Planning • Financial Plans • Social Security Planning • Retirement Income Planning • Insurance Needs Assessment • Estate Planning Strategies • College Funding Planning, Funderburk Financial 2187 Steppe Dr. Longmont, CO 80501(303) 485-0488
