Investment Services
The future is just around the corner. Are you prepared? With estate planning, asset management, retirement planning and more, our investment services may help ensure your financial independence down the road. No matter what stage of life you're in, it's never too late or too soon to begin planning. So let our Raymond James financial advisors begin drafting the blue print for your future.
Brush:
Bret Poland, Financial Advisor at 970-842-2166
Karen Daniel, Sales Assistant at 970-842-2166
301 Clayton Street
Brush CO 80723
Colorado Springs
Daniel Mozer, Financial Advisor at 719-304-5133
June McKenna, Registered Sales Assistant at 719-304-5128
421 North Tejon Street
Colorado Springs CO 80903

Colorado Springs:
Daniel Mozer, Financial Advisor at 719-304-5133
June McKenna, Registered Sales Assistant at 719-304-5128
4328 Edison Avenue
Colorado Springs CO 80915

Delta:
John Musser, Financial Advisor at 970-874-8397
145 W 4th Street
Delta, CO 81416
Estes Park:
Bill Bundy, Financial Advisor at 970-577-1276
533 Big Thompson Avenue
Estes Park, CO 80517

Fort Collins:
Bill Bundy, Financial Advisor at 970-267-3647
1609 East Harmony Road
Fort Collins CO 80525

Fort Lupton:
Patrick Varney, Financial Advisor at 303-857-3412
Carol Patterson, Registered Sales Assistant, at 970-686-8482
111 South Rollie Avenue
Fort Lupton CO 80621
Grand Junction:
Kent Shettler, Financial Advisor at 970-245-1600
200 Grand Avenue
Grand Junction CO 81502

Greeley:
Matt Varney, Branch Manager and Financial Advisor at 970-506-0121
Debbie Hazard, Registered Branch Assistant, at 970-506-0061
3640 West 10th Street
Greeley CO 80634

Holyoke:
Brian Gales, Financial Advisor at 970-854-2291
133 N Interocean Ave
Holyoke, CO 80734
Montrose:
John Musser, Financial Advisor at 970-874-8397
512 E Main St
Montrose, CO 81401
Olathe:
John Musser, Financial Advisor at 970-874-8397
500 US Hwy 50
Olathe, CO 81425
Sterling:
Bret Poland, Financial Advisor at 970-526-9200
Karen Daniel, Sales Assistant
201 South Third Street
Sterling CO 80751

Windsor:
Patrick Varney, Financial Advisor at 970-686-8482
Carol Patterson, Registered Sales Assistant, at 970-686-8482
1041 Main Street
Windsor CO 80550

Yuma:
Bret Poland, Financial Advisor at 970-848-5448
Karen Daniel, Sales Assistant
320 South Main
Yuma CO 80759

Securities are offered through Raymond James Financial Services Inc. Member FINRA/SIPC, an independent broker/dealer and are not insured by the FDIC or any other government agency, are not deposits or other obligations of Bank of Colorado, are not guaranteed by Bank of Colorado, and are subject to investment risks, including possible loss of principal invested. Bank of Colorado is independent of Raymond James. OSJ 970-506-0121
This site is published for residents of the United States only. Raymond James' Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. OSJ 970-506-0121