Max Potosme - LPL Financial

Caerus Advisors is a financial planning firm located in Greenwood Village, Colorado. The firm offers a wide range of financial services, including investment management, retirement planning, tax strategies, wealth management, insurance & protection, estate planning, risk management, business planning, succession and exit, and retirement goals. The firm was founded by Michael J. Caerus, a Certified Financial PlannerTM professional with over 20 years of experience in the financial services industry. Caerus Advisors has a team of experienced financial advisors who are dedicated to helping their clients achieve their financial goals.

Osaic Institutions at Bellco Branches, located in Greenwood Village, CO, is your trusted partner for comprehensive financial services and investment solutions. As expert financial planners and advisors, we specialize in helping individuals and businesses navigate their financial journey with confidence. Our wide range of services includes rollovers, account consolidation, retirement income planning, and distribution strategies to ensure a secure financial future. We offer tailored advisory account solutions and cutting-edge investment services to meet your unique needs and goals. Our experienced team also provides expert guidance in trust and estate planning, helping you protect and transfer your wealth effectively.