ERSI Wealth Management

www.ersiwealth.com

At ERSI, our purpose is to be your team. We understand that each stage of wealth brings new opportunities to explore. At ERSI we advocate for our clients through the different transitions in life by aligning tools and best practices to meet customized financial and life goals. We empower our clients to live their lives with a peace of mind through utilizing the latest industry resources and tools to manage wealth strategies to achieve better financial outcomes. Every client of ERSI has full access to all of the professionals at our firm. Our approach is to provide you open and direct access to an entire team of financial professionals – all committed to helping you achieve confidence in your financial future. ERSI’s personalized wealth management and planning services are delivered by a caring, experienced team in a relaxed atmosphere to encourage close-knit relationships. Focused on service, teamwork, fun, education, security and caring for the last forty years, ERSI offers wealth management services for individuals & business owners, exit strategies, in addition to corporate benefits. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Exit & Retirement Strategies, Inc. (ERSI) is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice. Investor Disclosures https://bit.ly/KF-Disclosures This site is published for U.S. residents only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all products & services referenced herein are available in every state & through every representative or advisor listed. For more information, contact Kestra IS at 737-443-2582. www.finra.org;

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At ERSI, our purpose is to be your team. We understand that each stage of wealth brings new opportunities to explore. At ERSI we advocate for our clients through the different transitions in life by aligning tools and best practices to meet customized financial and life goals. We empower our clients to live their lives with a peace of mind through utilizing the latest industry resources and tools to manage wealth strategies to achieve better financial outcomes. Every client of ERSI has full access to all of the professionals at our firm. Our approach is to provide you open and direct access to an entire team of financial professionals – all committed to helping you achieve confidence in your financial future. ERSI’s personalized wealth management and planning services are delivered by a caring, experienced team in a relaxed atmosphere to encourage close-knit relationships. Focused on service, teamwork, fun, education, security and caring for the last forty years, ERSI offers wealth management services for individuals & business owners, exit strategies, in addition to corporate benefits. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Exit & Retirement Strategies, Inc. (ERSI) is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice. Investor Disclosures https://bit.ly/KF-Disclosures This site is published for U.S. residents only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all products & services referenced herein are available in every state & through every representative or advisor listed. For more information, contact Kestra IS at 737-443-2582. www.finra.org;

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Country

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State

Colorado

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City (Headquarters)

Centennial

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Employees

11-50

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Founded

1972

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Potential Decision Makers

  • Director of Client Operations

    Email ****** @****.com
    Phone (***) ****-****
  • Wealth Management Advisor

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    Phone (***) ****-****
  • Wealth Management Advisor at Ersi Wealth Management

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Planner

    Email ****** @****.com
    Phone (***) ****-****

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