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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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An Umbrella Policy Offers Extra Liability Coverage

Covers benefits of personal umbrella insurance for large liability claims.

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Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

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Home Energy Rebates Could Save You Money

Explains provisions allowing rebates for home energy efficiency and electrification projects.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Disability Income Insurance

How much Disability Income Insurance do you need?

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