Add a Business Sign in / Sign Up Add a review

Wendy Martinez
Verified by yext

1120 W. 122nd Avenue, Suite 300,

Westminster, CO, 80234

0 review
Business claimed Last updated: 2 days ago
About Wendy Martinez

My family didn't have a lot of money growing up. My parents were very frugal, but investing more might have put them in a better position. That's probably why my greatest joy as a financial planner is Go to full description...

Contact information

Business hours
M-F 8:30am-5pm, Sa-Su Closed

Images and videos (1)

Additional business details

My family didn't have a lot of money growing up. My parents were very frugal, but investing more might have put them in a better position. That's probably why my greatest joy as a financial planner is seeing my clients retire with confidence. People say they work with me because I convey concepts with simplicity and in a caring way. After more than a decade with Edelman Financial Engines in the Denver, Colorado area, I think transparent communication about your finances is key to helping you feel more confident about your money. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.
Services: Registered Investment Advisors (RIA), Financial Advice, Financial Planning, Retirement Planning, Investment Management
write a review
8337526333
Business website
Address and directions
Contact information
Photos and videos
Write review
Additional information