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Personal Investing

Getting started in the right direction is tough when you’re not sure where to begin. That’s why we bring you knowledgeable people and several investment choices.

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With estate planning, asset management, retirement planning and more, our investment services may help ensure your financial independence down the road. No matter where you are in life, it's never too late or too soon to begin planning. Our Raymond James financial advisors can draft the blue print for your financial future.

Brush

Bret Poland, Financial Advisor
970-842-2166

Karen Daniel, Sales Assistant
970-842-2166

301 Clayton Street Brush CO 80723
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Cedaredge

Christopher Cox, Financial Advisor
970-874-8397

945 South Grand Mesa Drive
Cedaredge, CO 81413

Colorado Springs

Cara Chafetz, Financial Advisor
719-304-5133

421 North Tejon Street
Colorado Springs CO 80903
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Colorado Springs

Cara Chafetz, Financial Advisor
719-304-5133

4328 Edison Avenue
Colorado Springs CO 80915
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Colorado Springs

Cara Chafetz, Financial Advisor
719-304-5133

1146 Interquest Parkway
Colorado Springs CO 80921
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Delta

Christopher Cox, Financial Advisor
970-874-8397

1443 Mesa View Drive
Delta, CO 81416

Eaton

Karen Burd, Financial Advisor
970-454-5626
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Weston Hager, Financial Advisor
970-454-2964
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55 South Elm Street
Eaton, CO 80615

Estes Park

Bill Bundy, Financial Advisor
970-577-1276

533 Big Thompson Avenue
Estes Park, CO 80517
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Fort Collins

Bill Bundy, Financial Advisor
970-267-3647

1609 East Harmony Road
Fort Collins CO 80525
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Fort Lupton

Patrick Varney, Branch Manager & Financial Advisor
303-857-3412

Carol Patterson, Registered Sales Assistant
970-674-3980

111 South Rollie Avenue
Fort Lupton CO 80621
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Grand Junction

Kent Shettler, Financial Advisor
970-245-1600

200 Grand Avenue
Grand Junction CO 81502
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Greeley

Matt Varney, Financial Advisor
970-506-0121
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Shayla Hoff, Operations Manager
970-506-0061

Menan Bergman, Financial Advisor
970-350-4463
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Courtney Castner, Sales Assistant
970-350-4500

3459 West 20th Street
Greeley CO 80634

Holyoke

Tim Edgar, Financial Advisor
970-854-2291

133 N Interocean Ave
Holyoke, CO 80734
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Hotchkiss

Christopher Cox, Financial Advisor
970-874-8397

394 East Bridge Street
Hotchkiss, CO 81419

Johnstown

Bill Bundy, Financial Advisor
970-267-3647

4848 Thompson Parkway
Suite 100
Johnstown, CO 80534
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Montrose

Christopher Cox, Financial Advisor
970-249-9398

200 N Townsend
Montrose, CO 81401

Sterling

Tim Edgar, Financial Advisor
970-526-9200

131 W Main St
Sterling, CO 80751
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Windsor

Patrick Varney, Branch Manager & Financial Advisor
970-686-8482
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Carol Patterson, Registered Sales Assistant
970-674-3980

1041 Main Street
Windsor CO 80550

Yuma

Bret Poland, Financial Advisor
970-848-5448

Karen Daniel, Sales Assistant

320 South Main
Yuma CO 80759
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Check the background of this firm on FINRA's BrokerCheck.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Bank of Colorado is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.

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. Raymond James Privacy Policy .  OSJ 970-686-8482