Elizabeth Bleidt, Financial Advisor located in Longmont, CO

Financial Advisor
Elizabeth Bleidt

CFP®, CPWA®, AAMS®, CWS®
1325 Dry Creek Dr Ste 200, Longmont, CO 80503opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Intergenerational Planning
  • Healthcare Professionals
  • Information Technology Professionals
  • Employee Stock Options
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CPWA®

    Certified Private Wealth Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

  • CWS®

    Certified Wealth Strategist®

Personal Interests

  • Spending Time with Family
  • Hiking
  • Active Lifestyle
  • Community Outreach

Team Members

  • Joanna Halle
    Associate Financial Advisor Trainee
  • Judy Meduna
    Registered Branch Associate
  • Alexia Hegy
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(303) 776-9839

Fax

(888) 480-2059

Office Address

1325 Dry Creek Dr Ste 200
Longmont, CO 80503opens in a new window

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