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About Me
I have been involved in the financial services industry since relocating to Colorado in 2000. I hold a series 24 registration and am an Investment Advisor Representative held with LPL Financial. My goal is to deliver highly individualized service that effectively addresses the complexity of your financial situation.
My clients receive personalized advice and an assortment of comprehensive, non-proprietary investment choices: mutual funds, equities, bonds, annuities, life insurance, and advisory services.
I help my clients build a foundation for their financial future. They appreciate the level of attention and service I provide, and my commitment to building longstanding relationships based on trust.
- Address
- 89 Upper Elk Valley Drive, Evergreen, CO 80439
- 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.
