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David W. Moritz, CFP®

David W. Moritz and Associates, Ameriprise Financial Services, Inc.

7400 E. Orchard Rd
Suite 300-S
Greenwood Village, CO 80111
Phone: (720) 836-4534
Fax: (720) 836-4538

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Household Income Minimum: $75,000
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Buying a Home
  • Career Change
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Limited Partnerships
  • Employee Benefits
  • Mutual Funds
  • Irregular Income
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Succession Planning
  • Sudden Wealth

 

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.