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Address
89 Upper Elk Valley Drive, Evergreen, CO 80439
Email
marguerite.maxwell@lpl.com
Website
m-maxwell.com
Phone
720-394-7135

My Services

I analyze where you are financially, discover where you want to go, and what matters to you the most. As no single investment strategy or financial plan works for everyone, we work together to develop a personalized action plan just for you. I strive to ensure your questions are answered and you understand your recommendations.

Contact me today, I’m here to help.

Services offered include: Investment portfolio analysis, fee-based asset management, variable and fixed annuities, life insurance, retirement plans, minor accounts and college planning, and cash flow analysis.

Securities and Advisory services offered through LPL Financial, a registered investment advisor.  Member FINRA/SIPC.


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