James F. Poole & Associates

CONNECT

Address:

420 W. 14th Street
Pueblo, CO 81003

Phone:

(719) 542-3313 (800) 743-3313

Fax/Other:

(719) 542-3464

Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a customized financial program utilizing the following products and services under wealth management:

  • Tax management
  • Investment management
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuity products

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck