The right path toward retirement

No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

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David Wayne Weinbender

Financial Advisor

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • FL
  • IA
  • ID
  • IN
  • KS
  • KY
  • MA
  • MD
  • NC
  • NE
  • NH
  • NJ
  • NM
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TX
  • VA
  • WA
  • WI
  • WY
1901 56th Avenue
Suite 300
Greeley, CO 80634
  • (970) 506-5844

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ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

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As of 06/30/2024

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