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Sharla D. Rountree, CFP®

Personal Benefit Services Group, Inc.

870 Kipling St
Ste A
Lakewood, CO 80215
Phone: (303) 238-5123
Fax: (303) 238-4733

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

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