Intelligent Invesment Management, LLP

An independent fee-only SEC registered investment advisor. Certified Financial Planner since 1986. Wealth Managment services specializing in Closed End Funds.

Website

(970) 403-1234

Specialties

Business Planning Certified Financial Planner CFP Â® Closed End Funds College Planning CPA Estate Planning Fee Only Fiduciary Income Tax Planning Independent Investment Advisor Investment Consulting Investment Services Mutual Funds Professional Wealth Management Retirement Distribution Plan Retirement Planning Special Needs Planning Wealth Management Women's Issues Young Investors

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Intelligent Invesment Management, LLP / Financial Advisor in Durango, Colorado

Specialties