Ridgegate Financial LLC

Description

Peggy received her Bachelor of Science degree from the University of Wisconsin at Oshkosh with a major in Microbiology and a minor in Chemistry. Peggy was employed by CNA Insurance Company for 6 years in the Commercial Insurance Underwriting Department as a trainee, specialist and then supervisor. She has worked at Ridgegate Financial for over 3 years and currently has her Resident Producer’s License for Life and Accident and Health Insurance.

Ridgegate Financial is an independent Registered Investment Advisor firm providing services which include Financial Planning, Wealth Preservation and Management, and Advocacy. We provide our services through our in-house staff and an extended team of experts. We will identify your resources and your individual needs, your ability to tolerate risk and your goals. We will create a plan which you can understand and refer to as a useful, working document.

We are committed to remaining by your side as partners in achieving the results you desire. We are here to assist you -- and if applicable, your family -- in crafting a maintaining your financial framework. We provide unbiased and independent professional advice along with the ongoing support you need for a financially secure and enjoyable retirement.

With our Main Office in Englewood, Colorado, Ridgegate Financial was founded in 2003. In 2009 Ridgegate became a Registered Investment Advisory Firm licensed in Colorado.

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