Fassi Financial

Financial Services - Fort Collins, Colorado, United States

Fassi Financial Employees
Tim Harris

Administrative Assistant

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Karissa Harris

office administrator and client services associate

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Terri Fassi

Investment Advisor Representative and Registered Principal

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Juan Romero

fondo financiero fassil ffp sa

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Fassi Financial Details

We are a family oriented private wealth management firm with over 60 years of combined experience. We work hard, so that you have more time to enjoy life. We take pride in personal and timely service and building long term relationships. As a well established financial planning firm our goal is to protect your assets using tactical money managers, annuities, and sophisticated estate planning techniques. We have helped friends and clients build their retirement nest eggs so they keep more of what they have earned. We work with clients individually and as couples, to help them navigate the financial realities associated with divorce. Developing a comprehensive insight of the short- and long-term financial effects of divorce can avoid additional distress and help save valuable time and money, especially if the process is conducted early in the legal proceedings.Terri and Mike Fassi are seasoned financial professionals who specialize in helping people understand more about financial planning. Financial Educators Network, an independent financial training and education company, offers informational and educational classes and are offered at colleges, universities, public and private corporations, municipalities and government agencies. For more information, see http://www.financialeducatorsnetwork.org. Securities and Advisory Services offered through Centaurus Financial, Inc. A Registered Investment Advisor Member FINRA and SIPC. Fassi Financial and Centaurus Financial Inc. are not affiliated. Investment products and services available only to residents of: AR, CA, CO, FL, KS, MO, NV, TX, WA, and WY.

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Employees: 1 - 10
HQ: ["9704160088","8003203012","9702276121"]
Location: Fort Collins, Colorado, United States
Revenue:
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