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Senior and Family Financial

Senior and Family Financial

Your Financial Security starts with us.

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Steve Vrooman
CRC, CFEd
Investment Advisor Representative,  Fiduciary

Steve is an experienced  retirement planner and founder of Senior and Family Financial  (A-rated by the BBB of Denver).  As an independent consultant, he works for the client and is not captive to any specific financial institution. 

Steve is affiliated with WealthWatch Advisors which offers cutting edge strategies for assets under management. He holds a series 65 securities license allowing him to serve as an investment advisor representative. As a fiduciary who is bound ethically to act in the client's best interests, Steve is qualified to help in the following areas:

  • Certified Financial Educator (CFEd)
  • Certified Retirement Counselor (CRC) 
  • Registered Investment Advisor (series 65)
  • Life Insurance Licensed (in multiple states)
  • Long Term Care accredited
  • Annuity specialist 
  • Member of National Ethics Association

Steve studied finance at LSU, and graduated with a B.A. in Communications from Southeastern Louisiana University.   Steve has also led multiple financial courses, Financial Peace University and Crown Financial Ministry for non profits

Our Values
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles.
 
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Get in touch with Senior and Family Financial

357 Main Street, Suite #7, Longmont, CO 08501
Call Us: (720) 907-0910 • Fax: (720) 889-9282