Managing investments and planning for retirement may not be on the top of your daily to-do list. Planning for your future financial needs sometimes takes a back seat to the other demands on your time and might seem intimidating. With a sound plan for your finances, you can enjoy the present and look forward to the future with confidence.
Varra Financial is here to help you make the most of your finances. Whether you need a financial plan or portfolio management, we are committed to providing our clients with services that support your current and long-term financial goals. Don't wait. Start building toward your future today. Do you have financial goals for which you want to save?
Varra Financial is here to help you make the most of your finances. Whether you need a financial plan or portfolio management, we are committed to providing our clients with services that support your current and long-term financial goals. Don't wait. Start building toward your future today. Do you have financial goals for which you want to save?
Services
We believe that every decision we make begins and ends with one thing in mind, the client. We have built a team approach so that our clients have access to the expertise and experience of each member of our team. This approach allows us to more effectively handle the complexity of our industry while putting our clients' needs first.
We believe our teamwork approach adds a broad perspective to all we do and provides increased benefits to our clients. Our experienced team has helped many people just like you with similar issues and concerns. We focus on your individual situation to create your personal plan. Registered Representative is not an attorney.
Traditionally, this is what comes to mind when most people think of the value an advisor provides. It entails investment selection, monitoring, and advice around your financial assets. This could be as simple as figuring out where you are exposed financially, professionally, or personally and identifying ways to potentially mitigate as much of the risk as possible.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
Our commitment to service extends to our communities. We are committed to investing in the people and communities that we serve. We believe that community is much more than belonging to something; it's about doing something that makes belonging matter. Varra Financial supports the mission of Urban Peak to serve youth experiencing homelessness in Colorado.
Reviews (6)
Hannah Mk
Jan 04, 2021
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Joshua Brown
Jul 05, 2019
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My wife and I have met with James, and Gina each on a different occasion, they have both been extremely helpful, knowledgable and professional. Honest people without an agenda that want to help you develop a good financial strategy. When we met with Gina she took us through the obstacles of purchasing a home and explained everything clearly. My wife and I recently celebrated the arrival of our little girl and wanted advice on how to plan for her education and what life insurance policies we should consider. We came in and met with James who clearly articulated the different things we should think
Bruce Helart
Dec 15, 2018
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Mile High Psychiatry
Nov 27, 2018
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Teresa Davies
Oct 08, 2018
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I moved my money to Varra Financial 9 yrs ago when I got divorced. Best financial strategy I ever did! She was compassionate and confident in what I needed. She was honest and upfront about what she could offer (and not offer). In the past 9 years, we re-evaluate every year (at no charge!) if I need to make any changes due to the market changes. We have opened accounts for my teenagers as they got their first paychecks. She has taught them the importance of savings.
I'm so thankful that I was referred to Gina and her team.
I'm so thankful that I was referred to Gina and her team.
Nancy Dutton
Sep 28, 2018
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