- Tax Preparation
- Tax Planning
Why choose this provider?
An independent financial services firm with locations in Denver and Grand Junction, EdgeRock Wealth Management caters to the investment and insurance needs of individuals, families, and businesses in Aurora. Its advisors create clients' summit plans that cover income, social security, healthcare, and legacy planning with minimized tax liability, maximized savings, and market volatility protection. Striving to build personal relationships while managing people's money, the company engages its clients through events like wine tasting and Topgolf visits.
Investment Adviser Public Disclosure Database, SEC