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FINANCIAL ADVISOR

Jerry Paulison

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Focus Areas

  • Estate & Legacy Strategies
  • College Savings
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Wealth Strategies
  • Divorce Finances

Personal Interests

  • Traveling
  • Spending Time with Family
  • Wine Collecting/Enthusiast
  • Community Outreach
  • Animal Rescue

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:00AM - 04:00PM
Tue 07:00AM - 04:00PM
Wed 07:00AM - 04:00PM
Thu 07:00AM - 04:00PM
Fri 07:00AM - 02:00PM
Sat By Appointment Only
Sun Closed

Fax

(888) 491-1091

Branch Team

  • Becky Gaddy
    Sr. Branch Office Administrator

Office Address

24 South Weber Suite 305
Colorado Springs, CO 80903
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