Business Details
About
Financial ConsultantFinancial PlannerFinancial PlanningInvestment ServiceAccountant
Get your financial future under control when you working with the winning team at Snowball Wealth Management, your premier financial planner in Boulder, CO. Snowball Wealth Management began in 2006 with the idea of providing financial advice based on our clients' best interests. With years of experience in wealth management, investment advising, and financial planning, our team of investors has become trusted advisers to our many clients throughout the country. Because we have our clients' best interests in mind, our staff does everything themselves: from research to the actual investing. We pride ourselves on being available to clients at any time for questions or reassurance. To learn more about our services, contact us today!
Details
- RestroomAvailable
- Wheelchair accessible entranceAvailable
- Wheelchair accessible restroomAvailable
Location
Hours
Frequently Asked Questions About Snowball Wealth Management
What are the regular business hours of Snowball Wealth Management?
Snowball Wealth Management is open Monday through Friday from 8:00 AM to 5:00 PM, and closed on Saturday and Sunday. On Saturdays, appointments are available by request only.
Where is Snowball Wealth Management located?
Snowball Wealth Management is located at 3445 Penrose Place, Suite 130, Boulder, CO 80301, USA.
How can I contact Snowball Wealth Management?
You can reach Snowball Wealth Management by phone at +1 303-351-0027 or the alternate phone number +1 303-666-6292, or email todd@snowballwm.com.
What financial services does Snowball Wealth Management offer?
They offer financial planning, wealth management, financial consulting, investment consulting, and asset management services.
What professional certifications and associations does Snowball Wealth Management hold?
The team includes Certified Public Accountants and Certified Financial Planners®, and they are associated with the Financial Planning Association and the American Institute of Certified Public Accountants.
Is Snowball Wealth Management accessible to individuals with disabilities?
Yes, the business has wheelchair accessible entrances and restrooms, including unisex and wheelchair accessible restrooms.
What languages are supported at Snowball Wealth Management?
Snowball Wealth Management provides services in English.
Can I visit Snowball Wealth Management if I need a Saturday appointment?
Saturday visits are by appointment only, so you need to schedule ahead to visit on a Saturday.
What wellness or health-related services are available near Snowball Wealth Management?
Nearby wellness options include Wellspring Colon Hydrotherapy, Boulder Pain Institute, and Ritual Skin Body Spirit, offering alternative medicine, pain management, and spa services respectively - great to visit before or after financial consultations.
Are there counseling and mental health services near Snowball Wealth Management?
Yes, North Boulder Counseling, Dawn O Taylor, Laurie Branch, and Happy Rebel Therapy are nearby counseling and mental health service providers that clients might consider for mental wellbeing alongside financial planning.
What other professional services are close to Snowball Wealth Management that might be helpful to clients?
Nearby professional services include Aspen Realty and Crowder Mortgage for real estate needs, The Sunderland Group, Inc. and Mike Conroy CPA for accounting, and Shelter Insurance or Erika Lousberg: Allstate Insurance for insurance services.