Colorado Financial Service Corporation

Colorado Financial Service Corporation operates as a dually registered securities broker-dealer and registered investment advisor, and also maintains a licensed insurance agency in Colorado. Colorado Financial Service Corporation offers comprehensive services including financial planning and consulting, along with personalized portfolio management where accounts can be managed on a discretionary or non-discretionary basis. Clients can receive guidance across personal budgeting, tax and cash flow analysis, death and disability planning, retirement strategies, and investment alternatives. Because Colorado Financial Service Corporation and its investment advisor representatives also function as registered representatives or insurance agents, they may earn commissions on the sale of securities or insurance products in addition to advisory fees. Colorado Financial Service Corporation does not maintain custody of client funds or securities, instead requiring accounts to be held with qualified third-party custodians such as Hilltop Securities or Charles Schwab.