Wealth Management Services

  • Financial Services
523 Zerex
Unit B-209-B
Fraser, CO 80442
(970) 726-3135
(970) 726-3139 (fax)
Monday - Thursday 7am - 3pm
Fridays - By appointment
  • About

    Give us a call or drop us an email to set up a time to stop by and discuss your retirement goals. We'll be happy to run a custom Retirement Analysis for you at no cost.

    Our advisors are q

  • Whom to Contact

    • Joe Rooyakkers
      Investment Advisor Representative
      Phone: 970.726.3135
    • Ryan Weier
      Registered Assistant
      Phone: (970) 726-3135
      Fax: (970) 726-3139
  • Directions

    Located in Alco Plaza off of Highway 40 in Fraser, CO. Office is directly above Radio Shack on the Northwest end of the complex