Vivant Financial Services is a Longmont-based firm that specializes in investment management and strategic wealth planning. With a focus on understanding clients' goals, they develop personalized plans to protect their financial needs now and in the future, while also providing guidance on retirement, tax efficiency, education funding, estate considerations, and charitable strategies.
Committed to building long-term relationships, Vivant Financial Services values independence, professionalism, integrity, effective communication, teamwork, collaboration, and community. Their team of financial planning and wealth management professionals aims to provide a world-class experience, helping clients avoid the retirement crisis and achieve financial prosperity.
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