Insights

Strong Community Engagement Townsend distinguishes itself through active community involvement and hosting local events, creating opportunities to connect with prospects seeking personalized financial advisory services who value relationship-based approaches.

Experienced and Trusted Leadership Led by a founder with over 30 years of retirement planning expertise and a recognized financial educator, Townsend appeals to clients who prioritize trust, personalized service, and authoritative guidance in their financial decisions.

Niche Retirement Focus Specializing in retirement planning and wealth stewardship, Townsend attracts affluent individuals nearing or in retirement looking for tailored strategies, presenting a targeted opportunity for advanced financial products or estate planning services.

Digital Engagement Potential With an active online presence and diverse tech tools, Townsend can leverage digital channels to reach tech-savvy prospects, expand its educational offerings, and nurture client relationships beyond traditional face-to-face interactions.

Revenue and Market Position Generating between 25 and 50 million dollars with a relatively small team, Townsend presents a competitive positioning within the boutique advisory space, offering opportunities to upscale services or introduce specialized financial solutions to high-net-worth clients.

Townsend Tech Stack

Townsend uses 8 technology products and services including Font Awesome, Underscore.js, jQuery, and more. Explore Townsend's tech stack below.

  • Font Awesome
    Font Scripts
  • Underscore.js
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • All in One SEO
    Search Engines
  • X-XSS-Protection
    Security
  • Akismet
    Web Platform Extensions
  • Embed PDF Viewer
    Widgets
  • Easy Accordion
    Wordpress Plugins

Media & News

Townsend's Email Address Formats

Townsend uses at least 1 format(s):
Townsend Email FormatsExamplePercentage
First@townsendretirement.comJohn@townsendretirement.com
63%
FirstL@townsendretirement.comJohnD@townsendretirement.com
29%
Last@townsendretirement.comDoe@townsendretirement.com
6%
FirstLas@townsendretirement.comJohnDoe@townsendretirement.com
2%

Frequently Asked Questions

Where is Townsend's headquarters located?

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Townsend's main headquarters is located at 2761 West 120th Avenue, Suite 200. The company has employees across 5 continents, including North AmericaEuropeAsia.

What is Townsend's phone number?

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You can contact Townsend's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Townsend's official website and social media links?

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Townsend's official website is townsendretirement.com and has social profiles on LinkedIn.

What is Townsend's SIC code NAICS code?

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Townsend's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Townsend have currently?

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As of December 2025, Townsend has approximately 90 employees across 5 continents, including North AmericaEuropeAsia. Key team members include President And Founder: J. T.President - Chief Operating And Financial Officer: S. K.Senior Vice President, Chief Investment Officer: J. G.. Explore Townsend's employee directory with LeadIQ.

What industry does Townsend belong to?

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Townsend operates in the Financial Services industry.

What technology does Townsend use?

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Townsend's tech stack includes Font AwesomeUnderscore.jsjQueryAll in One SEOX-XSS-ProtectionAkismetEmbed PDF ViewerEasy Accordion.

What is Townsend's email format?

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Townsend's email format typically follows the pattern of First@townsendretirement.com. Find more Townsend email formats with LeadIQ.

When was Townsend founded?

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Townsend was founded in 1990.

Townsend

Financial ServicesColorado, United States51-200 Employees

Establishing a relationship and engaging a financial advisor on LinkedIn is unlikely. But keep reading! All relationships must start somewhere.  

Earning your trust takes time. Townsend is not just a RIA firm, it's an all-around retirement experience built from weekly market updates, free educational/social events, quarterly newsletters and even special community volunteer opportunities. In fact, we have numerous clients who have built new relationships through our different events and outside community involvement.

People choose Townsend because of our integrity and personalized client service. We work diligently to set achievable retirement expectations and are dedicated to the prudent stewardship of their wealth through our active portfolio management strategy.

We also understand time and commitment. I established Townsend in 1990 and have been a Certified Retirement Planning Counselor (CRPC®) since 1986.  That's over 30 years of experience specializing in retirement planning and investment management. 

I am also a well-known financial educator and the author of 2 books:
The Master Plan-Retirement for the Best of Your Life, The Road to Retirement - Everything You Need to Know for a Successful Retirement
The Road to Retirement 2.0

Questions?  Call our office: 303.452.5986 or email TownsendRetirement@TownsendRetirement.com

The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Please see website for full disclosures www.TownsendRetirement.com

Section iconCompany Overview

Headquarters
2761 West 120th Avenue, Suite 200
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1990
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Townsend's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Townsend's revenue is estimated to be in the range of $25M$50M

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