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Bellaire Street, Suite 4. (800) 875-23. Investment, Estate.

Columbia Benefits, LLC

Columbia Benefits, LLC 1720 S. Bellaire St., Suite 410
Denver, CO 80222

Phone:

303-759-1100

Fax:

303-759-1104

E-mail:

Model houses, keys, and financial documents

Thank you for visiting Columbia Benefits, LLC.  The founder, Gary Davis, started in the financial services industry with State Mutual-The Denver Agency in 1982.  He specialized in the employee benefits area with an emphasis on retirement planning and investment management.  In 1996, Columbia Benefits was formed.
 

It's our goal to help you accumulate, preserve and distribute wealth using the best systems, investment platforms, investment choices and financial service companies available.

Columbia Benefits, LLC is a state registered investment advisory firm, providing services to individuals, small business owners, practices and trusts.   We work in a team approach in conjunction with agents, attorneys, accountants, enrolled agents and CPAs to create a team of professionals focused on the client.
 

We hope to help you gain a better understanding and results of the financial benefits behind insurance, investing, retirement, estate planning, wealth management, wealth preservation and wealth distribution.

Click Here to view our Suggested Reading

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Don't Take the Bait: Top Tax Scams in 2025

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

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Medicare or Medicaid?

It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

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HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand

This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

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Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

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Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Lease Payment

How much would your monthly lease payment be?

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