Tallahassee Journal

A&I Financial Services LLC Post Rebranding as A&I Wealth Management Moves its Head Office to Lone Tree, CO

 Breaking News
  • No posts were found

A&I Financial Services LLC Post Rebranding as A&I Wealth Management Moves its Head Office to Lone Tree, CO

January 24
21:09 2023

Lone Tree, CO – Jan 24, 2023 – A&I Wealth Management, formerly known as A&I Financial Services LLC, announced today that it is moving its head office to Lone Tree, CO. The move follows the company’s recent rebranding, which reflects its expanded focus on comprehensive wealth management services.

“We are excited to announce that A&I Wealth Management will be moving to Lone Tree, Colorado” said Partner Karl Frank. “This move represents a new chapter for our company and reflects our commitment to providing the best possible service to our clients. Lone Tree is a vibrant, growing community with a strong business environment, and we are confident that this move will help us better serve our clients and continue to grow our business.”

A&I Wealth Management was founded in 1986 and has established itself as a trusted wealth management service provider for successful individuals, families, professionals and small business owners seeking advanced wealth management services, financial guidance and support. The company’s team of financial advisors are all licensed and have extensive experience in the financial industry. They work closely with clients to understand their individual financial goals and needs, and provide tailored solutions to help them achieve their long-term financial objectives.

The company’s new head office in Lone Tree will provide a modern, state-of-the-art facility for its team of financial advisors and support staff. The office will feature an open floor plan, with plenty of natural light and a welcoming atmosphere. It will also be equipped with the latest technology and tools to ensure that the company’s financial advisors have everything they need to provide the best possible service to their clients.

“We are committed to providing our clients with the highest level of service and support, and we believe that our new head office in Lone Tree will enable us to do just that,” said Stacey Frank, another Partner. “We look forward to welcoming our clients to our new home and to continuing to help them achieve their financial goals.”

Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC. 

Media Contact
Company Name: A&I Wealth Management
Contact Person: Karl
Email: Send Email
Phone: +1 303-690-5070
Address:9605 Kingston Court Suite 190
City: Lone Tree
State: Colorado
Country: United States
Website: https://www.assetsandincome.com/financial-advisor-lonetree-co/

Categories