Sharla Rountree's Contact Details

Sharla Rountree's Company Details

Personal Benefit Financial

Lakewood, Colorado, United States • 9 Employees
Financial Services

At Personal Benefit Financial, we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals. To provide quality, high touch, comprehensive financial services/wealth management. We are committed to helping people define and reach their financial dreams by being their financial GPS.Federal BenefitsRetirement PlanningFinancial PlanningGroup EducationOne on One Consulting & PlanningCertified Financial PlannersThe Highest Fiduciary Regulations________________________________________________________________________________________________Securities offered through Royal Alliance Associates, Inc., member of FINRA/SIPC. Sharla D. Rountree, CFP®, L. Ronald Blair, CFP®, AAMS, RFC, Eric S.M. Kee and Melissa Constant offer investment advisory services through Royal Alliance and Personal Benefit Financial, Inc, a registered investment advisor. Listed entities are not affiliated.