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Anita M. Polner, CFP®

UBS Financial Services, Inc.

1801 13th St
Ste 100
Boulder, CO 80302
Phone: (303) 441-5330
Fax: (855) 556-5295

Toll-free: (800) 367-3052

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Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Buying a Home
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth
  • Nontraditional Households

 

How Planner Charges

Considerations: Households with $3 million investable

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.