Holben Hay Lake Blazer Cpas

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Accountants-Certified Public, Accounting Services, Bookkeeping

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79 Years

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(303) 759-2727Call Visit WebsiteVisit Website Map & DirectionsDirections1777 S Harrison St Ste 1000Denver, CO 80210 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm

Places Near Denver with Accountants-Certified Public

Englewood (6 miles)
Denver Tech Center (8 miles)
Littleton (10 miles)
Aurora (11 miles)
Commerce City (14 miles)
Wheat Ridge (15 miles)

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Email

BBB Rating

Extra Phones

Phone: (303) 224-0800

Fax: (303) 759-2728

Location

Colorado Ctr

AKA

Holben Hay Husman CPAs LLC

Holben Hay Lake Blazer Cpas LLC

Holben Hay Husman CPAs

Holben Hay Lake Balzer

Other Link

https://hhlbcpadenver.com

Categories

Accountants-Certified Public, Accounting Services, Bookkeeping, Financial Planning Consultants, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (303) 759-2727

Address: 1777 S Harrison St Ste 1000, Denver, CO 80210

Website: https://hhlbcpadenver.com

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Holben Hay Lake Blazer Cpas

Tax Planning
Tax Services
Income Tax

Investment Management
As Co-Founder/Owner and Managing Partner of The Holben Group, Jeff provides financial planning, investment and wealth advisory services to clients and is the architect of the firm’s vision, strategy, and culture. He oversees the growth, profitability, and marketing of the business, is the firm’s Chief Compliance Officer and is also a member of the Investment Committee. Jeff’s experience includes high-level, corporate portfolio management experience and a broad range of complex financial analysis experience from private equity to mergers and acquisitions. He’s managed the finances of major companies with the same processes that he now applies on behalf of individuals here at The Holben Group: goal based investments with the over-riding objectives of capital preservation and principal enhancement.
Mutual Funds
Your diversified portfolio will have exposure to multiple asset classes that are the most appropriate for your unique situation. We only use liquid, exchange traded securities which include: individual equities (stocks), ETFs (exchange traded funds), mutual funds and individual bonds (corporate, government and municipal). We source both actively and passively managed mutual funds and, when possible, favor investments with low expenses.
Bonds
Wealth Management
Our client-driven process begins with a blank sheet of paper and with us listening - to understand your goals, your values, your fears, and your attitudes about investing and risk. We want to know what counts to you— where you would like to go and what you want your legacy to be— before even starting a plan. Only then will we begin the deliberate process of building a comprehensive wealth management strategy that is personalized for you.

Accounting Services
Cash Flow Analysis

Financial Planning
From financial planning to investment management, our advanced and customized solutions are geared to help you achieve your individual and family goals. We are a “fee-only” advisor which means we are paid by you—and because our allegiance is to you, our client, we provide unbiased advice built to meet your needs.
Retirement Planning
Asset Management
Only after we understand your goals and current financial reality do we recommend a plan that is personalized for your unique circumstances. This plan will include an appropriate mix of investment, tax, estate, and philanthropic strategies. We advocate asset allocation and diversification which, when done properly, have historically proven to outperform attempts to pick the next "hot" stock.

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