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Edward Jones - Financial Advisor: Brian J Creencia
Fort Collins, Larimer

Financing specialist
 : 
Edward Jones - Financial Advisor: Brian J Creencia

Fort Collins, Larimer

Prices

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About Edward Jones - Financial Advisor: Brian J Creencia
Professional experience
Brian J Creencia is a dedicated and experienced Financial Advisor at Edward Jones, serving clients in Fort Collins, Colorado. With his extensive expertise in financial planning, Brian is committed to helping individuals and families achieve their financial goals. As a Certified Financial Planner (CFP), Brian has the knowledge and skills to provide comprehensive and personalized financial advice. He understands that everyone's financial situation is unique, and takes the time to listen to his clients' needs and aspirations. By gaining a deep understanding of their goals, Brian is able to develop customized strategies that align with their financial objectives. One of Brian's areas of expertise lies in retirement planning. He believes that it is never too early or too late to start planning for retirement, and he works closely with his clients to create strategies that help them build a financially secure future. From analyzing investment options to optimizing Social Security benefits, Brian provides guidance at every step of the retirement planning process. In addition to retirement planning, Brian also specializes in education savings plans. Whether it's funding a child's college education or saving for vocational training, Brian helps his clients explore various options, such as 529 plans or Coverdell Education Savings Accounts, to ensure their loved ones have the financial support needed for their educational journey. Insurance and annuities are also aspects of financial planning that Brian assists his clients with. He helps them evaluate their insurance needs, whether it's life insurance, disability insurance, or long-term care insurance, and guides them in making informed decisions to protect their financial well-being. Brian also offers insights into annuities as a potential investment option for those looking for steady income during retirement. Furthermore, Brian provides guidance on tax strategies, helping clients optimize their tax efficiency. From identifying tax-saving opportunities to working alongside tax professionals, he ensures that his clients are well-informed about tax implications and takes proactive steps to minimize their tax liabilities. At Edward Jones, Brian J Creencia believes in the power of face-to-face conversations when it comes to financial planning. He is dedicated to building strong relationships with his clients, where trust and open communication are paramount. Through regular meetings and ongoing support, Brian provides the guidance and education necessary to empower his clients to make informed financial decisions. To learn more about Brian J Creencia and how he can help you achieve your financial goals, visit his Edward Jones page at edwardjones.com/brian-creencia or give him a call at (*information hidden*Take the first step towards a brighter financial future by scheduling a consultation with Brian today.

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Location

Fort Collins, Larimer (80521)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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