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Dailey Wealth Management

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

DISCLAIMER: Users of the Financial Professionals Directory on MyFederalRetirement.com should be aware that this service is provided solely for informational purposes, and that those professionals listed in the Directory have requested to be included. No representations about the suitability of this information and these services are made or endorsed by My Federal Retirement (MFR). MFR makes no representations or warranties of any kind, express or implied, as to the information, content, materials or products, included on this site. If you choose to use this Directory to locate a professional to assist you with your financial planning needs, you may wish to independently verify whether such professional has met the licensing requirements necessary to provide such services in your state. In many cases a professional will provide you with a disclosure brochure for your review, as well as references. MFR has not verified that the professionals listed are properly licensed to transact business in any jurisdiction, or are qualified to provide financial planning services. Under no circumstances shall My Federal Retirement, or its parent company One Hour Marketing, its officers, directors, employees, or agents be liable for any direct, indirect, incidental, special, punitive or consequential damages that may result in any way from the use of any financial planner or professional, whether an individual or institution, listed in this directory or on the MyFederalRetirement.com Web site.

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