Townsend Retirement and Investment Advisors

EST. AUM
$1,520,130,422

CONTACTS

CLIENT ACCOUNTS
3,662

Firm Details

Metro area Denver
CRD Number 113681
Website townsendretirement.com
Client types

Overview

Townsend Retirement and Investment Advisors specializes in comprehensive retirement planning, investment management, and financial advisory services for individuals and families navigating pre-retirement and post-retirement life stages. Townsend employs an in-house investment research team led by its Chief Investment Officer and operates a planning-first approach that integrates income strategy, tax coordination, Social Security optimization, and estate planning into a single cohesive plan. The firm operates out of three Colorado offices — Westminster, Denver, and Aspen — and offers supplemental community engagement programs including workshops, educational seminars, and interest-based social events for clients. Securities are offered through Private Client Services, a FINRA/SIPC-registered broker-dealer, while advisory services are delivered through Townsend as an independent registered investment adviser.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Townsend Retirement and Investment Advisors

Platform Details

Investment Preferences

Alternative Activity

Address

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