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Latitude Financial Group | World Class Guidance | Financial Outfitting | Securing Income for Life logo

Latitude Financial Group | World Class Guidance | Financial Outfitting | Securing Income for Life Employee Directory

Investment ManagementColorado, United States2-10 Employees

Latitude Financial Group is a Denver, Colorado-based investment management firm offering comprehensive financial planning. Its services encompass asset management, asset protection, and tax mitigation strategies designed to help clients secure income for life. Securities and advisory services are provided through LPL Financial, the registered investment adviser and SIPC member that supports the firm's advisory activities.

It targets three groups—single, divorced, or widowed women; mid to late career professionals; and business owners with five-plus-year-old companies—and emphasizes personalized planning to accommodate each client's unique circumstances. The company operates with a small professional team focused on tailoring retirement and wealth planning within the Colorado market.

Find Latitude Financial Group | World Class Guidance | Financial Outfitting | Securing Income for Life employees' phone numbers or email addresses

Latitude Financial Group | World Class Guidance | Financial Outfitting | Securing Income for Life Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Latitude Financial Group | World Class Guidance | Financial Outfitting | Securing Income for Life's Leadership

  • Partner at Latitude Financial Group | World Class Guidance | Financial Outfitting | Securing Income for Life
    J. A. B.
    Partner
    Mobile Phone
  • Site Director at Latitude Financial Group | World Class Guidance | Financial Outfitting | Securing Income for Life
    A. W.
    Site Director
    Mobile Phone
  • Director Of Operations at Latitude Financial Group | World Class Guidance | Financial Outfitting | Securing Income for Life
    B. G.
    Director Of Operations
    Mobile Phone

Latitude Financial Group | World Class Guidance | Financial Outfitting | Securing Income for Life Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Latitude Financial Group | World Class Guidance | Financial Outfitting | Securing Income for Life

Name
Title
Contact
Location
Last Update
  • Partner at Latitude Financial Group | World Class Guidance | Financial Outfitting | Securing Income for Life
    J. A. B.
    Partner
    Mobile Phone
    Oct 23, 2024
  • Site Director at Latitude Financial Group | World Class Guidance | Financial Outfitting | Securing Income for Life
    A. W.
    Site Director
    Mobile Phone
    Sep 10, 2026
  • Director Of Operations at Latitude Financial Group | World Class Guidance | Financial Outfitting | Securing Income for Life
    B. G.
    Director Of Operations
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Latitude Financial Group | World Class Guidance | Financial Outfitting | Securing Income for Life known for?

Minus sign iconPlus sign iconLatitude Financial Group | World Class Guidance | Financial Outfitting | Securing Income for Life was founded in 2008 and operates in the Investment Management industry. You can contact Latitude Financial Group | World Class Guidance | Financial Outfitting | Securing Income for Life's main corporate office by phone at
+1-720-881-****
. Explore Latitude Financial Group | World Class Guidance | Financial Outfitting | Securing Income for Life's company overview page for more information.

What is Latitude Financial Group | World Class Guidance | Financial Outfitting | Securing Income for Life's most common email format?

Minus sign iconPlus sign iconLatitude Financial Group | World Class Guidance | Financial Outfitting | Securing Income for Life employees' email format typically follows the pattern of First@latitudefinancialgroup.com. Trying to find reliable and up-to-date employee contact data? Find more Latitude Financial Group | World Class Guidance | Financial Outfitting | Securing Income for Life email formats with LeadIQ.

How many employees does Latitude Financial Group | World Class Guidance | Financial Outfitting | Securing Income for Life have currently?

Minus sign iconPlus sign iconLatitude Financial Group | World Class Guidance | Financial Outfitting | Securing Income for Life has approximately 2 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Latitude Financial Group | World Class Guidance | Financial Outfitting | Securing Income for Life's key employees and leadership?

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As of September 2026, Latitude Financial Group | World Class Guidance | Financial Outfitting | Securing Income for Life's key employees include:

  • Partner: J. A. B.
  • Site Director: A. W.
  • Director Of Operations: B. G.

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