Geoff Luchetta
Professional
- Role
- Financial Advisor at High Point Financial Group Llc
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Geoff Luchetta
Finanical Advisor in Denver ColoradoEmail: g•••••@highpointgrp.comHigh Point Financial Group: offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Neither High Point Financial nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.High Point Financial Group is not owned or operated by New York Life Insurance Company or its affiliates. I am not licensed in all jurisdictions.CA ins lic #0L75286.Any testimonial or endorsement shown is based on an individual’s experience and may not be representative of the experience of other individuals or customers; is no guarantee of future performance or success. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here.215 Union BlvdSuite 200Lakewood, CO 80••••••••58
Experience
Financial Advisor
High Point Financial Group Llc
Jul 2020 — Present · Denver, CO, US
Skills
- Leadership
- Long-Term Care
- Financial Planning
- Sales
- Series 63
- Marketing
- Estate Planning
- Series 7
- Investments
- Mutual Funds
- Strategic Planning
- Series 6
- Insurance
- Retirement
- Strategic Financial Planning
- Sales Management
- Customer Service
- 401k
- Team Building
- Management
- Life Insurance
- Finance
- Retirement Planning
- Business Development
- Wealth Management
- Fixed Annuities
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