Janet Mccoy

Janet Mccoy Email and Phone Number

Vice President at Seal Financial, a division of SRS Capital Advisors, Inc. @
Janet Mccoy's Location
Louviers, Colorado, United States, United States
Janet Mccoy's Contact Details

Janet Mccoy work email

Janet Mccoy personal email

n/a
About Janet Mccoy

As a Certified Financial Planner ™ practitioner, Janet is also an Accredited Investment Fiduciary and specializes in retirement planning and multi-generational wealth investment management. Seal Financial Services is a Registered Investment Advisor with the Federal Securities and Exchange Commission. Seal Financial Services was named one of Denver's Best Wealth Managers in Customer Satisfaction in an independent survey of clients and collegues by 5280 Magazine in 2010, 2011 and 2012. She served as the 2003 President of the Financial Planning Association of Colorado and has served on the Board of Directors of the FPA of Colorado and the Institute of Certified Financial Planners for over eight years. She has contributed to articles in Money Magazine and Financial Planning Magazine and has been a featured speaker of the Colorado Bar Association and other various groups. Specialties: Retirement and multi-generational wealth investment management.Securities offered through Geneos Wealth Management, Inc. Member FINRA/SIPC Advisory Services offered through Seal Financial Services, Inc.

Janet Mccoy's Current Company Details
Seal Financial Services, Inc.

Seal Financial Services, Inc.

Vice President at Seal Financial, a division of SRS Capital Advisors, Inc.
Janet Mccoy Work Experience Details
  • Seal Financial Services, Inc.
    Managing Principal
    Seal Financial Services, Inc. Jun 1998 - Present
    Greater Denver Area
  • Seal Financial, A Division Of Srs Capital
    Vp Of Client Services
    Seal Financial, A Division Of Srs Capital 2001 - 2015

Janet Mccoy Skills

Strategic Financial Planning Money Management Certified Financial Planner Accredited Investment Fiduciary Certified Financial Planner Practitioner Retirement Planning Wealth Financial Analysis Estate Planning Financial Planners Retirement Wealth Management Services Financial Services Investment Management Trusts Finra Insurance Management Wealth Management Securities Investments Registered Investment Advisor Investment Advisory Investment Strategies Trust Services Risk Management Asset Allocation

Frequently Asked Questions about Janet Mccoy

What company does Janet Mccoy work for?

Janet Mccoy works for Seal Financial Services, Inc.

What is Janet Mccoy's role at the current company?

Janet Mccoy's current role is Vice President at Seal Financial, a division of SRS Capital Advisors, Inc..

What is Janet Mccoy's email address?

Janet Mccoy's email address is ja****@****ial.com

What is Janet Mccoy's direct phone number?

Janet Mccoy's direct phone number is +130367*****

What skills is Janet Mccoy known for?

Janet Mccoy has skills like Strategic Financial Planning, Money Management, Certified Financial Planner, Accredited Investment Fiduciary, Certified Financial Planner Practitioner, Retirement Planning, Wealth, Financial Analysis, Estate Planning, Financial Planners, Retirement, Wealth Management Services.

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