| Company: | Dailey Wealth Management |
| Contact: | Lee Dailey |
| Address: | 12835 E. Arapahoe Rd Tower 2, Suite 710 |
| City: | Centennial |
| State: | CO |
| Zip: | 80112 |
| Phone: | 720-925-5223 |
| Fax: | 303-390-0075 |
| Email: | lee@daileywealthmanagement.com |
| Website: | www.daileywealthmanagement.com |
About My Practice
Dailey Wealth Management is a comprehensive retirement planning firm. As a registered investment advisor, we have the responsibility of being a fiduciary, constantly keeping the clients best interests first.
We have years of experience working with Federal employees nationwide. We focus on providing security and peace of mind for our clients and their families by creating the best individual retirement strategy available.
Offering Advice Since
1993
Areas of Specialty
Comprehensive financial planning
Retirement planning
Investment planning and asset management
Insurance
Long-term and elder care
Licenses, Certifications, Education, and Affiliations
Insurance Licenses: Life, Health & Long Term Care
Security Licenses: 65, 63, 6
Investment Advisor Registration: RIA
Charges to Clients for Services
Fee based on percentage of assets managed
Commissions on insurance products purchased
Trail feed on mutual funds or insurance policies
My Association with the Office or Firm
Owner/Partner
My Broker / Dealer Affiliation
SCF Securities
