Personalized planning for your financial goals
Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk.
We can help provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.
Services we offer
Financial Planning
Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.
Retirement Planning
We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.
News & resources
![What time is the right time for retirement?](/-/media/rj/common/resources/retirement/what-time-is-the-right-time-for-retirement-option-1.jpg)
What time is the right time for retirement?
![Are your important documents secure and accessible?](/-/media/rj/common/resources/family/are-your-important-documents-secure-and-accessible.jpeg)
Are your important documents secure and accessible?
![Healthy, wealthy and wise](/-/media/rj/common/resources/business-owners/healthy-wealthy-and-wise_1.jpg)
Healthy, wealthy and wise
![Five lessons learned as summer comes to an end](/-/media/rj/common/weekly-economic-commentary/investment-strategy-1.jpg)
Five lessons learned as summer comes to an end
![Assembling your wealth planning team](/-/media/rj/common/resources/retirement/assembling-your-wealth-planning-team.jpg)
Assembling your wealth planning team
![The long term approach vs. short term noise](/-/media/rj/common/weekly-economic-commentary/bond-market-commentary-1.jpg)
The long term approach vs. short term noise
![Reviewing the key themes that emerged from earnings season](/-/media/rj/common/weekly-economic-commentary/investment-strategy-1.jpg)
Reviewing the key themes that emerged from earnings season
An elevated advisory experience
- Peter Freidel
- 901 Grand Ave Glenwood Springs, CO 81601-3671
- T 970.945.7422
- F 970.945.8320
- Map & Directions
- Map & Directions
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.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Bank of Colorado and Bank of Colorado Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.
© 2022 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC
| Legal Disclosures | Privacy, Security & Account Protection | Terms of Use