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The Planning and Investment Center, Inc.

760 Whalers Way, Bldg. A, Suite 201
Fort Collins, CO 80525

Phone:

  • (970) 267-3500
  • Toll Free: (888) 238-4447

Fax:

  • (970) 663-1506
  • E-mail address: steve@the-pic.com
  • E-mail address: chuck@the-pic.com
  • E-mail address: cheryl@the-pic.com
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    Calculators

    You can review interesting calculators on my site.

    View Calculators

    Flipbooks

    You can review interesting Flipbooks on my site.

    View Flipbooks

    Videos

    We have interesting videos for you to watch on my site.

    View Videos


    Securities and advisory services offered through Cetera Advisors LLC, member FINRA, SIPC. Cetera is under separate ownership from any other named entity.

    760 Whalers Way, Bldg. A, Suite 201
    Suite 201
    Fort Collins  CO  80525

     

    Investment Adviser Representative offering securities and advisory services through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor.  Cetera is under separate ownership from any other named entity.

     

    Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

     

     

     

     

    This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com

    The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:

    We are licensed to sell Insurance Products in CO,FL,KS,NE,SC,WY.

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