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Legacy Handoff Video

The Legacy Handoff

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  • Disclaimer

    Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Advisor, Member FINRA / SIPC.
    Colorado Financial Group, Inc. is independently owned and operated.
    Variable life and annuity products, as well as other securities products, may be sold in AZ, AR, CO, CT, FL, IL, MD, MS, MO, NY, OH, TX and VA. Residents of other states should consult with a local registered representative for securities products.
    This material is intended for informational purposes only and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, tax advisor or plan provider.
    Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.

  • Colorado Financial Group, Inc.

    1586 South 21st Street, Suite 100
    Colorado Springs, CO 80904

    Phone: (719) 635-1132
    Fax: (719) 635-1464

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