What does it mean to be a SmartVestor Pro?
We agree to the SmartVestor Code of Conduct.What does it mean to be a SmartVestor Pro?
We believe everyone deserves access to solid, professional investing guidance. I have earned my position as a SmartVestor Pro because of my experience in the industry and my drive to help others.
We provide a refreshing twist on financial planning
We have the heart of a teacher, not the attitude of a salesman. I’m someone you can feel comfortable talking to and someone you can trust. We’ll work together to create a plan to help you reach your goals.
We care about your future.
We are more than “financial planners.” – you can relate to and share your dreams with us. We fit your investments to your life, help you understand what you’re investing in and why, and encourage you to stick with your long-term goals.
Which advisor serves as the SmartVestor Pro for Cascade Investment Group?
Theresa Brock, AIF® serves as a SmartVestor Pro in the Pueblo Market. Click here to see her full bio.
Important Disclosures: Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a SmartVestor Pro will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. SmartVestor is an advertising service. Investment professionals participating in the SmartVestor program pay advertising fees to have their name and information disseminated to the investing public.