The Colorado Financial Strategies Group was created in 1999 in order to offer a broad array of investment products and services. We pride ourselves on an unbiased approach and superior customer service. We function through a service relationship with Geneos Wealth Management. Our team is comprised of advisers with unique skills sets and many years of experience.
We function as a true team as we deliver effective, client-focused solutions. By allowing each of our team members to work to their individual strengths, we believe we can bring the highest level of service and most the appropriate advice to our clients.
We function as a true team as we deliver effective, client-focused solutions. By allowing each of our team members to work to their individual strengths, we believe we can bring the highest level of service and most the appropriate advice to our clients.
Services
John was born and has spent most of his life in the lower Arkansas Valley. In 1973 he graduated from Kansas Wesleyan University with a degree in Business and Economics. After working a brief stint as a golf club pro, John entered the financial services industry in 1974. In 1998 John joined Colorado East Bank & Trust.
2. We will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional. 3. We will not mislead clients, and will provide conspicuous, full and fair disclosure of all important facts. 4. We will work to avoid conflicts of interest as much as possible. However, the nature of certain interactions may introduce potential conflicts (such as certain forms of compensation).
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