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Financial Concierge

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Dave Trachtenberg is the only person registered with the state of Colorado who can be called a financial planning concierge. He takes that term and runs with it, offering a smattering of options for his clients including core products such as life insurance, disability insurance, and long-term care insurance.

Dave is truly independent and that gives him a distinct advantage of putting his clients first.

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Business: Financial Concierge
Owner Name: Dave Trachtenberg
Phone: 303-332-4459
Business Address:
7865 E Mississippi Ave, Denver, CO, USA, #1505, Colorado, USA 80247
Contact Name: Dave Trachtenberg