Goodwin Financial Services


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James Wertz is a well-known and respected financial consultant in the Northern Colorado area. With over 10 years of experience in the financial industry, James has built his reputation by helping educators, small business owners, and individual investors plan for their financial future. James was born and raised in Fort Collins, CO. He enjoys golf, fishing, and spending time in the outdoors. He lives in Windsor, Colorado, with his wife, Kelsey, and their daughters, Rylee and Bailey. James looks forward to helping members achieve their individual financial goals. For more information or to set an appointment please contact him at JamesW@gfs01.com or 970-223-2377. Visit his website at www.Goodwinfinancialservices.com

Investment Strategies tailored to your specific needs including:

  • Maximize Pension Options
    • Including Colorado PERA
  • PERA 401(K)/ 403(B)/ 457 Plan
  • Tactical Managed Accounts
  • IRA's/ ROTH IRA's/ SEP IRA's/ Simple IRA's
  • 401(K) Rollovers
    2038 Vermont Drive - Set 107
    Fort Collins, CO 80525

 

Disclaimer: Non deposit investment products are not NCUA insured, not credit union guaranteed, and may lose value. Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Goodwin Financial Services, Inc. and Cambridge are not affiliated. Cambridge does not offer tax or legal advice. 


When using email, please include only your full name, phone number and your question, and I will contact you in a timely manner. NEVER send any personal information over email such as account numbers, balances, and social security numbers, as email is not a secure form of communication. 


 

Resources

Horizon North CU Newsletter

HNCU Newsletter

Summer 2017

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Bright Horizon Awards

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