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Home > Financial Planner Directory > Colorado > Boulder > Daniel B. Schultz, CFP®, CDFA™, CRPC®
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Daniel B. Schultz, CFP®, CDFA™, CRPC®

Ameriprise Financial Services, Inc.

1881 9th St
Ste 302
Boulder, CO 80302
Phone: (720) 565-6117
Fax: (720) 565-9823

Toll-free: (866) 535-6746

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Household Income Minimum: $100,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Career Change
  • Investment Management
  • Estate Planning
  • Getting Divorced
  • Employee Benefits
  • Insurance
  • Real Estate
  • Job Loss
  • Life Planning
  • Retirement
  • Succession Planning
  • Sudden Wealth
  • Nontraditional Households
  • Women's Finances

 

How Planner Charges

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