Optimizing Assets and Income A & I Financial Services LLC helps families and business owners grow their wealth, protect their hard work and choose how they want to be taxed. Headquartered in Englewood, Colorado, A & I Financial Services LLC was founded in 1986. Our team of advisors has a long history of helping our clients optimize their assets and income. We believe in careful planning, sound advice, and an array of alternative investments. Which area interests you most? Click to learn more: Register for an upcoming seminar. Our Periscope Newsletter This Monday marks the Lunar New Year for much of Asia, including China. The Year of the Rabbit has ended, and the Year of the Dragon - specifically the black water Dragon - has begun. Today's Periscope offers a glimpse into this cultural tradition, a few insights for Westerners, plus links for further reading..... Click here to read the full newsletter.
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A & I In the Community A & I Financial Services is proud to have helped spearhead Denver's Financial Planning Day for two years running. At this event, Certified Financial Planners and other community partners provided pro bono financial advice to the public. The Financial Planning Association held the event at Denver's North High School on October 22, 2011. View Fox 31 News Video.
Learn More The first visit with one of our advisors is always free. Go to "Our Team" to search for an advisor. Questions to Ask a Financial Advisor. Thank you for your interest in our growing company with small-company values! |
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This calculator is designed to help you clarify your comfort level with investment risk. How much would your monthly lease payment be? Estimate the future cost of an item based on today’s prices and the rate of inflation you expect. This calculator can help you determine how soon you can pay off your mortgage. |
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| Dow Jones Industrials | 12,660.46 | - 74.17 |
| Nasdaq Composite | 2,816.55 | + 11.27 |
| S&P 500 | 1,316.33 | - 2.10 |
| OSX Oil Service Sector Index | 239.65 | + 2.99 |
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9800 Mt. Pyramid Ct. #450 Phone: 303.690.5070 |
Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC. Investment advisory services offered through A & I Financial Services LLC, registered investment advisor.