Broker Check

29029 Upper Bear Creek Road
Suite 107
Evergreen, CO 80439

Bartley A. Corfee

Chartered Financial Consultant – ChFC

(303) 674-0188

Products & Services

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We provide assistance in the following areas:

Investments

  • Bonds*
  • Common Stock*
  • Educational IRA*
  • Traditional IRA*
  • Roth IRA*
  • SEP IRA*
  • Simple IRA*
  • Brokerage Accounts*
  • Treasury Bills*
  • Government Securities*
  • Treasury Notes*
  • Variable Annuity*


Financial Services

  • Retirement Plans*
  • Tax Plans*
  • 401(k) Planning*
  • 403(b) Planning*
  • College Plans*
  • Estate Plans*
  • Money Purchasing Plans*
  • Profit Sharing Plans*


Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance