MY Wealth Planners
Business Contact
Daniel Yerger
MY Wealth PlannersContact Information
Phone: (303) 600-3757
Toll Free: (303) 709-2239
Hours: Show
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Last updated on Sep 7, 2023
Business Description
MY Wealth Planners is the first fee-only financial planning firm in Longmont, CO. We offer Fiduciary Financial Planning, Investment Management, and Employee Compensation and Retirement Plan Consulting.
Employees: 2
Founded: 2015
Industry
Financial Services » Financial services
Financial Services » Financial services
Engaged in:
Other activities auxiliary to financial service activities
Other activities auxiliary to financial service activities
ISIC Codes
6619
6619
Questions & Answers
Q1
How long has MY Wealth Planners been in business?
MY Wealth Planners has been in business for around 11 years.Q2
What is the phone number for MY Wealth Planners?
The phone number for MY Wealth Planners is (303) 600-3757.Q3
How big is MY Wealth Planners?
MY Wealth Planners employs around 2 people at this location.Q4
Where is MY Wealth Planners located?
MY Wealth Planners is located at 402 Main St, Longmont, Colorado.Q5
What days are MY Wealth Planners open?
MY Wealth Planners is open Mon–Fri 8 AM–5 PM; closed Sat–Sun.Q6
Is there a primary contact for MY Wealth Planners?
You can contact MY Wealth Planners by phone using number (303) 600-3757.Q7
What is the web address (URL) for MY Wealth Planners?
The website for MY Wealth Planners is www.mywealthplanners.com.Q8
How many people are employeed at MY Wealth Planners?
MY Wealth Planners has around 2 employees at this location.Similar Companies Nearby
Additional Businesses at this Address
402 Main St Longmont, Colorado
Businesses in Zip Code 80501
Businesses in 80501: 14,356
Population: 42,384
Categories
Medical: 17%
Shopping: 16%
Professional Services: 13%
Other: 54%
Price
Moderate: 54%
Inexpensive: 38%
Expensive: 6%
Very Expensive: 3%
Other: 0%
Area Codes
303: 80%
720: 18%
Other: 2%
Neighborhoods
Kiteley: 30%
Longmont: 41%
Other: 30%
Stats and Demographics for Zip Code 80501
Race
White: 69%
Hispanic or Latino: 19%
Asian: 1%
American Indian Or Alaskan Native: 1%
Black Or African American: 0%
Other: 10%
Gender
Female: 50%
Male: 50%
Other: 0%