FINANCIAL ADVISOR
CallSend Me a MessageElizabeth Bleidt
CFP®, CPWA®, AAMS™, CWS®
1325 Dry Creek Dr Ste 200, Longmont, CO 80503opens in a new windowAccepting New Clients
Serving clients with $500,000
Focus Areas
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Retirement Income Strategies
- Wealth Strategies
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™CPWA®
Certified Private Wealth Advisor®AAMS™
Accredited Asset Management Specialist™CWS®
Certified Wealth Strategist®
Personal Interests
- Spending Time with Family
- Hiking
- Active Lifestyle
Team Members
- Judy MedunaRegistered Branch Associate
- Joanna HalleBranch Office Administrator
- Alexia HegyBranch Office AdministratorFPQP®
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Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 01:00PM |
Tue | 08:00AM - 01:00PM |
Wed | Closed for Holiday |
Wed | Closed for Holiday |
Thu | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 01:00PM |
Tue | 08:00AM - 01:00PM |
Wed | Closed for Holiday |
Wed | Closed for Holiday |
Thu | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
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