|
Brown & Tedstrom, Inc. is a financial planning-based Wealth
Management firm offering independent investment management advice
and services in a family office environment. Since 1988, we
have provided business owners, executives and entrepreneurs
throughout the United States with financial planning and investment
strategies designed to help them create their personal Wealth
Plan. Each Wealth Plan is tailored to work toward the achievement of
the client's unique and specific goals.
We remain convicted to our original principles and tenets, and
over the years, have mentored others joining our firm about abiding
by our principles and standards. Currently, we have 16 team
members. Each client has a 4-person team that maintains continuous
oversight of your plan and portfolio. In addition, each team member
is constantly acquiring new education and knowledge
about the field as a whole, as well as a particular specialty
subject area. In this way, we are able to provide you with the depth
that is important when working with complex financial issues. All
clients receive a well-rounded and researched viewpoint about any
number of topics important to them.
The business mission of Brown & Tedstrom, Inc. is to offer
independent and objective financial planning based Wealth Management
services. Since 1988, we have provided business owners,
executives and entrepreneurs throughout the United States with
uniquely tailored Financial Plans and Investment Management to help
them preserve their wealth and achieve their life’s goals. We
get to know each client’s human, intellectual and financial assets
so that we can provide sound advice, customized investment
strategies and concierge-level service.
http://www.brown-tedstrom.com
Brown & Tedstrom, Inc.
1700 Broadway, Suite 500
Denver, Colorado 80290
Colorado Enterprise Fund
COLORADO ENTERPRISE FUND (CEF) is a non-profit community development
financial institution founded in 1976 to help small businesses. We
provide small business loans up to $250,000 to
entrepreneurs who are unable to obtain financing from traditional
sources. If you receive a loan from CEF, you will have access to
management consulting and business training from our
experienced staff.
tabilize and increase their incomes, create additional employment
and contribute to the economic revitalization of their communities.
ELIGIBILITY
* CEF lends to businesses anywhere in the State of Colorado.
* Liquor stores, bars and certain other businesses are not eligible.
(Real estate development and investment oriented businesses are
ineligible)
* Loan funds may not be used for owner's salaries, personal
expenses, delinquent taxes and certain other purposes.
provides Management Assistance to entrepreneurs who qualify for
loans under our program. Once an applicant becomes a borrower,
he/she will have further access to one-on-one consulting
focusing on cash flow management, marketing, profitability analysis,
technology issues, etc. This is provided by both our Loan Officers
and by our Manager of Consulting Services. The latter can
provide extra help for more serious, in-depth issues.
Management Assistance with CEF also includes outsourcing to pro bono
professional services. Legal, accounting, investment banking, and
public relations questions can be answered free of
charge. The firms that donate their services to CEF borrowers
provide a very valuable benefit to small business owners.
http://www.coloradoenterprisefund.org
1888 Sherman Street,
Ste. 530,
Denver, CO 80203
Colorado Lending Source
For the past twenty years, Colorado Lending Source has helped over
1,800 of Colorado’s small businesses receive SBA 504 loans for their
commercial real estate and capital equipment
purchases. This has resulted in the creation and retention of 16,656
jobs, with an investment of $2.317 billion in the state of Colorado.
In 2009, we partnered with 94 loan officers at 61 financial
institutions in the state to provide small businesses with access to
the SBA 504 loan program.
Colorado Lending Source processes, administers, and services SBA 504
loans under both the Accredited Lender Program (ALP) and the
Preferred Certified Lender Program (PCLP). As the only
PCLP lender in the state of Colorado, and one of only a handful in
the nation, Colorado Lending Source has the delegated authority to
provide its partner bank lenders and borrowers with efficient
and expedited loan processing, closing, and servicing assistance. We
have also added SBA 7(a) packaging services in order to provide
smaller lending institutions, who may not have SBA
personnel on staff, with better access to this valuable loan
program.
As we enter our 20th year as a Certified Development Company,
Colorado Lending Source carries with it a portfolio of 1,199 active
loans. Since 1990 we have helped 1,802 of Colorado's small
businesses receive SBA financing for their commercial real estate
and capital equipment purchases. The result has been the creation
and retention of 16,656 jobs, and an investment of $2.317
billion in Colorado's economy.
The Colorado Relay is a 24-hour, 174-mile team event which occurs
one weekend closest to the full moon each August or September. The
route is split into 30 individual legs which commence in
Georgetown and conclude (24+ hours later) in Carbondale. The course
takes runners of all abilities (?!?), across several mountain passes
in the beautiful Rocky Mountains. Teams consist of 10
runners and each runner will complete three segments of the race,
evenly spread out during the event (so there is plenty of time to
rest in between). Each segment averages approximately 6 miles
although they can range in length from 13 miles to 2 miles (with
several decent uphills and downhills!).
http://www.coloradolendingsource.org
518 17th Street, Suite 1800, Denver CO 80202
Colorado : Financial Advisor in Aurora
:
Financial Advisor in Colorado Springs :
Financial Advisor in Englewood :
Financial Advisor in Denver
|
