Client Service Associate at Chapel & Collins, LLC - Fort Collins, Colorado, United States
We work with these guiding beliefs: Always do what is best for each client Trust and confidence must be earned It's essential to give back to our community Enjoy what we doChapel and Collins was born in 2004 when Donna Chapel, CPA, PFS, CFP®, who had founded SB Investment Advisors, LLC in 1998, and Dennis Collins, CFP®, CIMA®, CPWA®, then an associate with a Denver-based wealth-management firm, joined forces to bring high caliber financial planning to Northern Colorado. In 2006, they established a Denver office to better serve their clients in the metro area. Chapel & Collins is an Independent Registered Investment Advisor currently advising private clients and retirement plan sponsors, offering securities through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services offered through Chapel & Collins, LLC and Raymond James Financial Services Advisors, Inc. Chapel & Collins, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htmCertified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.Investments & Wealth Institute ™ (The Institute) is the owner of the certification mark "CIMA" and "Certified Investment Management Analyst". Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.